RWA NEWS & INSIGHTS - Class of 2016 🍻

Writing about Real World Assets for over 3 years. This channel is dedicated to the multi-trillion-dollar RWA sector. Follow if RWAs interest you 🍻

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

A quick update on our RWA & PERP Courses:

It's taken over 2 years to research, write, edit, animate, and build our RWA and Perpetual Futures (PERPS) video courses. Our crypto futures course still has 4 chapters left for our animator to work their magic on our scripts. 2-3 months, we estimate.

Those of you who read the Web3 FOMO Magazine at Solana events know I'm a perfectionist when it comes to content. I was the chief editor, co-founder, and wrote and published hundreds of articles in the magazine.

We wanted to get these courses as perfect as possible.

Before launching, we've also been building a suite of free AI-powered RWA and PERPS tools to help both new and experienced traders evaluate projects, reduce risk, and improve trading profitability.

We've decided to finish the PERPS course before officially marketing both products.

We know it's taken longer than expected, but we'd rather deliver something exceptional than rush it.

We're aiming for an October release. Thanks for your patience. 🙏

https://t.co/BbC2NEyltP

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

I’m not posting as much right now because I’m currently writing a full video education course on crypto PERPs.

I’ve also just finished an in-depth #RWAs video course after eight months of research, designed to help future #RWA investors truly understand what they’re investing in, and to explain step by step how real-world assets are brought onchain and made available to the public.

This course is for investors interested in learning more about RWAs and helping them fully understand this market before jumping in.

I have also included many sections explaining to asset holders who might be interested in understanding the benefits of RWAing their assets to the public. including full legal frameworks, necessary and step-by-step guides.

The link to enrol is coming very soon 🍻

[amit @amitisinvesting]

$VIX closed up 70% today lol

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

Will the Fed increase interest rates by 25 bps after the December 2026 meeting?
Traders put 64% on this, down 14 points in a day. https://t.co/Qnf0JKHntc

[Polymarket Money @PolymarketMoney]

BREAKING: Odds of a December Fed interest rate hike plunge as tech stocks suffer a sharp selloff.

Now 65% chance.

🔗 https://t.co/39Yi1dh4lM

[Polymarket Money @PolymarketMoney]

BREAKING: Bitcoin plunges to a 7-week low of $75,506.

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

Exciting!

[Luana Lopes Lara @luanalopeslara]

Single stock perps (SSPs) are here. And they're a truly great product. You don’t need to pay rollover fees like with futures, they’re simpler to trade than options, and you can go short just as easy as you can go long.

This is one of the most consequential products we’ve launched and I couldn’t be more proud of the team that worked for over a year to bring them to life. Just this morning, since the stealth launch, our users traded over $300m.

Grateful to be the ones bringing these to America in a regulated way 💚

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

@luanalopeslara Fantastic! 🍻

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

👀😲

[Shay Boloor @StockSavvyShay]

The AI selloff just wiped $2.5T from the Nasdaq marking the largest single-day destruction of market value in its history.

[Shay Boloor @StockSavvyShay]

FUTURUM JUST MAPPED EVERY LAYER OF THE CPU SUPPLY CHAIN

CPU Architecture & IP
• Arm: $ARM
• Proprietary: $IBM
• x86: $AMD $INTC

Chip Design Software
• EDA: $CDNS $SNPS

Manufacturing
• Memory: $MU $SKHY
• Foundries: $TSM $INTC $GFS
• Advanced Packaging: $TSM $INTC $AMKR
• Wafer Fab Equipment: $ASML $AMAT $LRCX $KLAC

CPU End Markets
• Enterprise: $AMD $INTC $IBM
• Mobile: $AAPL $QCOM $GOOGL
• Consumer: $AMD $INTC $AAPL $QCOM
• Agentic AI: $ARM $NVDA $QCOM $AMD $INTC
• Cloud: $AMD $INTC $NVDA $AMZN $GOOGL $MSFT $META $BABA

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

@StockOptionCole 🍻

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

👀😭

[Leif | Investing @LeifInvests]

$INTC HAS CRASHED BELOW $70! 💀

GUESS WHO CALLED IT THE #1 STOCK
IN THE ENTIRE MARKET ABOVE $120?

JIM CRAMER! 😭

DOWN OVER 40% SINCE HIS CALL…

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

👀

[Jim Cramer @jimcramer]

Yes i am disappointed in Intel,actually furious about it

[*Walter Bloomberg @DeItaone]

ALPHABET ($GOOGL ) DOWN 11% PREMARKET AFTER Q3 EARNINGS

Wall Street responds with 13 price-target cuts and one rating downgrade.

PRICE TARGET CUTS — RANKED BY SIZE

🔸 Citi: $447 → $375 (−$72 / −16.1%)
🔸 Susquehanna: $460 → $400 (−$60 / −13.0%)
🔸 Bernstein: $385 → $325 (−$60 / −15.6%)
🔸 BofA: $430 → $380 (−$50 / −11.6%)
🔸 DA Davidson: $350 → $300 (−$50 / −14.3%)
🔸 Morgan Stanley: $400 → $375 (−$25 / −6.3%)
🔸 KeyBanc: $410 → $385 (−$25 / −6.1%)
🔸 Rosenblatt: $410 → $380 (−$30 / −7.3%)
🔸 Barclays: $425 → $405 (−$20 / −4.7%)
🔸 Baird: $400 → $380 (−$20 / −5.0%)
🔸 Evercore ISI: $450 → $435 (−$15 / −3.3%)

RATING DOWNGRADE

🔸 Citizens: Market Outperform → Market Perform

UNCHANGED BULLISH TARGETS

🔸 Pivotal Research: $475 — Buy
🔸 Canaccord: $450 — Buy
🔸 Guggenheim: $450 — Buy

[*Walter Bloomberg @DeItaone]

KALSHI: ANNOUNCING $1 BLN SERIES G AT $40 BLN POST-MONEY VALUATION, CO-LED BY SEQUOIA & WELLINGTON

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

@ZeusRWA @RWAFoundation_ Brick by brick, you guys are building something fantastic! 🍻

[Shay Boloor @StockSavvyShay]

$HOOD now has 14 businesses generating over $100M in annualized revenue with prediction markets alone bringing in $173M last quarter and surpassing both stock and crypto trading.

What’s impressive is that Robinhood still posted record revenue despite crypto falling 55% as rest of its business grew ~30% which shows just how much Robinhood has changed.

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

@StockSavvyShay 👀

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Ripple officially receives full US regulatory approval to operate as a national trust bank.

[*Walter Bloomberg @DeItaone]

https://t.co/Vvps5EQhll

[Harry Tran @HarryTran_RWA]

another eposide of RWA good reads for your Sunday

1) The Tokenized Carry Trade
→ https://t.co/60dTwCBzM0

2) Tokenization on Solana: the Companies Behind the Chain's RWA Growth
→ https://t.co/wtKF36AWk8

3) Robinhood Chain Dead?
→ https://t.co/NebpT7Q5go

4) Bringing Receivable-Backed Credit Markets Onchain
→ https://t.co/vrNIaEkzzt

5) Injective’s RWA Story Is Getting Bigger Than Tokenization
→ https://t.co/s1qVxjkHUA

6) RWA Weekly Report With Token Terminal
→ https://t.co/bEmCMXX9QO

7) $253 Billion by 2030: Korea's Tokenized Asset and Stablecoin Market Outlook
→ https://t.co/2veSIMEZxy

[RWA NEWS & INSIGHTS - Class of 2016 🍻 @cryptojeeves]

👀✍️

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS ARE GETTING REALLY CHEAP RIGHT NOW

PEG < 1 usually means growth may be mispriced
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ARM ~1.7x
• $ANET ~1.4x
• $ALAB ~1.2x
• $KLAC ~0.9x
• $LRCX ~0.7x
• $ASML ~0.7x
• $INTC ~0.7x
• $AMAT ~0.6x
• $TSM ~0.6x
• $MRVL ~0.5x
• $AMD ~0.5x
• $LITE ~0.5x
• $COHR ~0.5x
• $NVDA ~0.4x
• $CRDO ~0.3x
• $ON ~0.3x
• $AVGO ~0.3x
• $SNDK ~0.2x
• $MU ~0.1x
• $SKHY ~0.1x
• $AAOI ~0.1x