The RWA narrative has gotten relatively quiet on CT. Still, I believe it will play a major role in 2026. I did some research on tokenization and how it could improve traditional markets.
https://t.co/j1umsPuAqa
TL;DR:
It’s not a question of if we tokenize, but how fast, as major players are already evaluating the technology. I would keep an eye on $ONDO.
@IcarusHermes How does this differ from Openclaws architecture, where Telegram and Slack share the same memory as well... depending on your session and agent memory management?
seems obvious but:
things that are changing rapidly:
1. context windows
2. intelligence / ability to reason within context
3. performance on any given benchmark
4. cost per token
things that are not changing much:
1. humans
2. human behavior, preferences, affinities
3. tools, integrations, infrastructure
4. single core cpu performance
therefore,
ngmi:
1. "i found this method to cut 15% context"
2. "our method improves retrieval performance 10% by using hybrid search"
3. "our finetuned model is cheaper than opus at this benchmark"
4. "our harness does this better because we invented this multi agent system"
5. "we're building a memory system"
6. "context graphs"
7. "we trained an in house specialized rl model to improve task performance in X benchmark at Y% cost reduction"
wagmi:
1. product/ui
3. customer acquisition
4. integrations
5. fast linting, ci, skills, feedback for agents
6. background agent infra to parallelize more work
7. speed up your agent verification loops
8. training your users, connecting to their systems and working with their data, meeting them where they are
I have to thank @0xnigu for this.
First time someone on X approached me for my expertise in Football.
I gave my perspective about the intersection of football and web3 and how tokenization can help clubs monetize their IP and facilities.
Read more 👇🏻👇🏻👇🏻👇🏻
https://t.co/HaDhQ6Ub44
@0xPatronum I would argue that RWAs are still a sector as they are more a technological change than a change in the general logic of securities. But you have an interesting comparison with Larry Fink mentioning the internet 1996. I've shot you a dm about that. Cheers
@_Defi_Degens Currently no one apparently. I want to fix the general advanced defi tracker hole. Currently looking for users to get some feedback. Would you be interested?
Got my entry for $AAVE after the big liquidation drop.
$AAVE is one of a few older defi projects on my timeline constantly delivering without having the hype other projects have right now.