RWA tokenization is starting to look less like a crypto narrative and more like financial infrastructure.
$38B+ in distributed asset value, but the interesting number is the trajectory:
- 2023: low single-digit billions
- 2026: ~$38B
And its no longer just Treasuries. Credit, commodities, equities, real estate and other assets are moving onchain.
Imo, the next phase isnt about tokenizing more assets. Its about making those assets actually usable onchain; as collateral, liquidity and financial primitives.
Thats when RWA gets really big.
320K wallets is impressive. But wallet count alone doesn't tell you much.
That’s the question @zerufinance is trying to answer with behavioral data:
- Are they returning?
- Are they using different protocols?
- Are they providing liquidity or just transacting?
- Are they contributing over time?
That's the difference between measuring activity and measuring behavior.
The next wave of onchain incentives will need to understand that difference.
$TUZKI printed 11x
Called it early, tracked it the whole way
I share my calls before the crowd catches on
Next one drops in Telegram 🔔
https://t.co/32PVhki8WI
Saved this one. FIFA, Fever, IMG Arena, and @Weaver_Labs in the same room on fan engagement is not a panel you skip.
@MariaMariuru's point always lands the same way, the fan experience starts at the infrastructure layer, not the app layer.
Watch it 👇
solana:Ep8Er6t5gKgFRWvesgZMJdNkNmw2bcGjkez687Qmpump holding strong 24h after launch
Price consolidating in the 200-400K zone, buyers are extremely active
I'm looking higher — moon is first target 👀
The top apps in the Ethereum ecosystem.
Uniswap is still #1.
But StonkPit is up 297% and sitting at #3.
Polymarket at #2. Circle at #5.
Interesting mix.
DePIN tokens are down 83% from peaks. The Messari report says it plainly.
But here's what's also in that same report:
- $10B market, $72M onchain revenue last year
- Leading projects trading at 10-25x revenue multiples
- Revenue growth more resilient than DeFi or L1s
The disconnect between token price and infrastructure activity has never been wider.
Projects with verifiable revenue and enterprise traction are separating fast: @ionet's $8M enterprise deal, @vangrid_io's $9M raise, @rendernetwork's GPU partnerships.
And then there's @Weaver_Labs, no token at all, just live stadium deployments, govt contracts, and Nokia/Qualcomm partnerships quietly building the telecom layer.
Fundamentals era is here. About time.
Paul Biggar from @tech4palestine said our agent is worth $10,000,000 to $50,000,000 so we told him if he helps us sell it we'll donate 92% of the profit to help Palestinian refugees but he never helped us. Anyone know someone that might buy the source for our agent?