infra is where real value compounds in this cycle
been heads down on the data side w/ octav api, agent-ready portfolio data across 65+ chains + 7000+ protocols. EVM, Solana, HL
not a token, just the rails
https://t.co/t1VBdrbxYX https://t.co/CWREjyMaZO
NVIDIA CEO Jensen Huang: AI agents are a MULTI-TRILLION DOLLAR opportunity.
The crypto sector pricing it is still tiny.
AI altcoins on my radar:
- $RENDER — decentralized GPU rendering
- $TAO — decentralized machine learning
- $FET — AI agent infrastructure (ASI Alliance)
- $AKT — decentralized cloud compute
payment rails for agents getting solved fast
the part no one talks about: they still need clean data before they can transact
octav api: portfolio intel across 65+ chains + 7000+ protocols, machine-readable
https://t.co/t1VBdrbxYX https://t.co/sjZljHsm9l
Ai is extremely bullish for crypto! 🚀
The infrastructure for autonomous AI crypto commerce is quickly emerging.
Check out: Agent Payments Protocol (APP)
Recently, @OKX launched Agent Payments Protocol (APP): an open standard designed to let AI agents negotiate, transact, escrow, and settle payments fully on-chain.
agents with wallets is the easy part lol
the hard part is letting them actually see what's IN those wallets
octav api gives your agent live portfolio data across 65+ chains + 7000+ protocols. EVM, SOL, HL
https://t.co/t1VBdrbxYX https://t.co/mjpZDZELEu
Give your agent a wallet and let it do [ anything ] onchain with the Open Money Stack.
One prompt for smart wallets, embedded onramps, swaps, crosschain bridging, predictions, x402 APIs, onchain identity, & more.
Try it out with the Polygon Agent CLI: https://t.co/Rnzoi7daLU
agents analyzing onchain data is huge
but they're only as smart as the data behind them
octav api covers 65+ chains + 7000+ protocols. plug it into your agent and let it cook
https://t.co/t1VBdrbxYX https://t.co/pW4bydGg7i
ARC Terminal is an interesting direction in AI × crypto.
Instead of another chatbot, @TheARCTERMINAL is building a browser-native reasoning layer that connects directly with onchain systems.
No installs, no friction just AI agents that can: • analyze onchain data
• manage workflows
• support research and trading
• execute blockchain actions
It feels less like a single app and more like an operating system for onchain users.
If this model works, crypto interaction may shift from clicking interfaces to intent-based execution.
Still early but the idea is strong: AI + autonomous execution + onchain transparency could define the next wave.
this is the exact direction for crypto data too
agents need governed, clean data they can actually trust
been building this w/ Octav, portfolio intel across 65+ chains and 7000+ protocols, agent-ready
https://t.co/t1VBdrbxYX https://t.co/hrLC5rWFg2
$PLTR and $DELL are bringing Palantir Foundry on-prem through Dell AI Factory.
The bigger idea is turning siloed enterprise and sovereign data into a governed “business API” for AI agents.
the new RWA meta isnt buying treasuries onchain.
its looping them.
ppl borrowing against BUIDL on morpho, looping USDY into kamino, stacking yields on top of yields.
if you cant see all those nested positions in one dashboard you're flying blind.
https://t.co/t1VBdrbxYX
CLARITY + BlackRock + JPM + Fidelity all in one week is wild. retail's not ready for what happens when 40+ tokenized funds clear SEC. we're prepping Octav to track every one of em across every chain they launch on https://t.co/MRxHA267BI
RWA Weekly Roundup
Tokenization keeps winning.
This week, the CLARITY Act cleared the Senate Banking Committee, BlackRock filed for two new tokenized funds, and the onchain RWA market crossed $37.5 billion.
Latest tokenization news ↓
1️⃣ CLARITY Act clears Senate Banking Committee
If signed into law, the CLARITY Act would formally define digital assets in U.S. law, establish SEC and CFTC jurisdiction over tokenized assets, and unlock a wave of institutional participation that has been sitting in legal review for over a year.
2️⃣ BlackRock files for two new tokenized funds on Ethereum
Building on BUIDL's growth to $2.5 billion in AUM, BlackRock filed with the SEC for two additional tokenized funds designed to give stablecoin holders a regulated way to earn yield onchain without touching traditional settlement rails.
3️⃣ J.P. Morgan deepens its tokenized fund push
JPMorgan filed to launch its second tokenized money market fund on Ethereum, representing shares in a portfolio of Treasuries and repurchase agreements. One of the world's largest banks is treating onchain fund infrastructure as a product line, not a pilot.
4️⃣ Fidelity International issues its first tokenized money market fund
The initial issuance is live on Ethereum with ZKsync Layer 2 to follow. A major institutional name entering tokenized fund issuance independently, not as a distribution partner, but as a direct issuer.
5️⃣ Bernstein: 40+ tokenized fund products waiting in SEC pipeline
Industry analysts estimate more than 40 institutional tokenized fund products are currently in registration or pre-registration with the SEC, representing a potential $15 to $25 billion in new onchain AUM once the regulatory path clears.
6️⃣ Tokenized RWA market crosses $37.5 billion
Onchain real-world assets reached $37.5 billion in total market cap this week, led by tokenized Treasuries, private credit, and funds. The market has tripled in under a year.
Closing note
Asset managers, investment banks, and regulators all moved in the same direction this week.
The pipeline is full. The legislation is moving. The infrastructure is live.
What comes next is not adoption. It is scale.
huge week. half the names on this list our users already hold positions in. we track Securitize, Dinari, Brickken, Centrifuge directly across chains in Octav. RWA portfolios bout to get spicy https://t.co/2vtV3Po3uS
Big few weeks for RWA Foundation members 👀
• @DinariGlobal partnered with https://t.co/AYqGQZgFxL to bring tokenized equities to 84M+ users
• @Brickken launched a real estate NAV oracle with Magma
• @avax saw CME launch AVAX futures while Japan’s Progmat migrates $2B+ of RWAs onchain
• @ArchaxEx partnered with the UK Carbon Registry for onchain carbon credits
• @StellarOrg is powering Bermuda’s move toward an onchain financial system
• @Securitize had a monster week across tokenized equities, custody & BlackRock integration
• @onrefinance raised $5M + secured up to $25M deployment into tokenized reinsurance
• @solana surpassed $2.5B in RWA value distributed onchain
The RWA sector isn’t slowing down.
tokenization is the easy part, the hard part is connecting all the layers (settlement, NAV, provenance, portfolio view). we solve the last one across 65+ chains at Octav. ecosystem starting to come together https://t.co/BQuDlfWeAO
lowkey one of the best RWA threads i’ve seen in a while because it explains the real infrastructure side clearly.
most people still think tokenization is just: put asset onchain.
but this thread shows the difficult part was never the token itself.
it was connecting:
→ provenance
→ shipment records
→ verification
→ financial structuring
→ settlement
→ real-world documentation
into one system institutions can actually trust.
the “reference, not replication” part is the real alpha here too.
because they’re not trying to destroy existing trade systems overnight.
they’re building infrastructure layers that connect fragmented systems together without breaking operational workflows.
huge difference.
instead of forcing old trade systems to disappear overnight, @Brickken is building infrastructure that connects fragmented systems together while preserving operational integrity.
that’s a way more realistic path for institutional adoption.
and honestly this is why the thread is worth reading fully.
it shows how tokenization is slowly evolving from: simple digitization → into actual financial infrastructure.
where: documentation becomes verifiable, capital connects directly to authenticated assets, and trade finance becomes programmable.
that’s way bigger than just “tokenizing assets” tbh
feels like Brickken is quietly positioning itself as infrastructure for how RWAs may actually operate at scale long term.
true. and once theyre on a chain, tracking them across chains becomes its own problem lol. we support 65+ chains + 7000+ protocols at Octav, RWAs are no fun if you cant see all your positions in one place https://t.co/gZJvrljinD
Every RWA needs a blockchain to exist onchain.
Think of blockchains like motorways, without them, real world assets have nowhere to travel.
This is why education has to come first.
Most people have never heard of a blockchain. Even fewer understand that tokenization isn't only about the asset, it's about the chain it lives on.
Before the world adopts real world assets, it needs to understand the road they travel on.
@solana@0xPolygon@avax@StellarOrg@RealFinOfficial@plumenetwork
productive collateral is the real unlock. holding treasuries onchain for 4% is fine but looping into morpho or kamino is the spicy part. we surface those nested positions in Octav so you can see where the yield comes from https://t.co/yPFGa6cnWP
Tokenized Treasuries function as productive collateral within onchain workflows.
Borrowing against them creates capital efficiency that would otherwise remain idle.
@MlvsBznz and @DeepCryptoDive discuss on @HouseofChimera.
0.03% is wild when you put it like that. infra still feels like 2021 DeFi tho, tracking RWA positions cleanly across chains is harder than it should be. we're fixing that part at Octav https://t.co/pb7M4KHIUj
$8.7B in US Treasuries are already onchain. Against $28T total issued.
• BlackRock and others have shipped products
• Penetration is under 0.03%
• Major institutions are minting tokenized funds monthly
The migration hasn't started. The infrastructure rehearsal has.
tokenized treasuries quietly becoming the base layer of onchain capital. we see more ppl holding BUIDL, USDY, USYC across multiple chains in their Octav dashboards every week. boring asset, huge tailwind https://t.co/47qPPCJLs4
64% of private credit active in DeFi vs 3% of treasuries is wild. the productive RWAs are the ones that compound. we surface looping positions across chains in Octav so you can see where the yield stack is coming from https://t.co/KKR9GKK47a
Private credit is the most DeFi-composed tokenized asset category onchain.
64.3% of category value is active in DeFi, vs 3.2% for US Treasuries and 2.5% for commodities.
It thrives onchain because the assets are offering high yields, stablecoin-collateralizable, actively used in looping strategies, and uncorrelated with broader crypto market.
we track most of em across 65+ chains at Octav. Ondo, BUIDL, Securitize, Centrifuge, Maple. honestly the boring infra ones are quietly stacking the most rn. RWAs feel slow until they dont https://t.co/T10uTynRWh
Lately RWA has been getting a lot more attention.
Institutions are moving in, tokenization is growing, and more capital is starting to flow onchain.
Feels like the market still isn’t fully pricing how big this can get.
Which RWA projects are you guys following right now?
$15B onchain treasuries but try moving positions across chains and you feel it instantly. at Octav we see ppl stitching RWA PnL by hand across 65+ chains daily. composability is the unlock https://t.co/2UmsAcbPQC
Tokenized US Treasuries crossed $15 billion this year. BlackRock, Fidelity, Janus Henderson, and Franklin Templeton are all live onchain.
By one measure, RWAs are working.
By the measure that actually matters, they aren't yet.
The asset is onchain. The liquidity isn't.
For RWAs to scale to $100 billion and into the trillions, the onchain version has to be clearly better. Not just transferable. Truly liquid, instant, and composable.
This is the lane we've been building for at @grovedotfinance.
More tomorrow...
crypto dashboards are kinda dying tbh
nobody wants to open 6 tabs anymore, you just ask the agent
MCP > UI
built Octav for exactly this. 65+ chains, 7k+ protocols, your full portfolio in one prompt
agents are the new frontends
https://t.co/t1VBdrbxYX
this is the right model imo. same API your dashboard runs on, agents get the same endpoints. we do exactly this at Octav for crypto portfolios, https://t.co/t1VBdrbxYX runs on the public Octav API. no separate sync layer https://t.co/o0bbbRbg7x
What Mercury API actually gives you:
Accounts, balances, transactions, payments, invoicing, treasury, webhooks — all of it, connected directly to Mercury's ledger.
No third-party sync layer. no stale data. The same infrastructure Mercury's own dashboard runs on, now available as endpoints for your team and your agents.
https://t.co/R8APpZfX1L
nice stack. we built something similar with Octav, MCP skill for full portfolio across EVM + Solana + HL. cross protocol PnL in one prompt. the "skill" framing is the right move for crypto imo https://t.co/0hQrfBwqjY
btw, u can install the noelclaw skill on any MCP compatible AI client.
Current features:
- crypto market data
- whale alerts
- AI trading signals
- DeFi research & token analysis
- Base wallet tracking
- on-chain swaps & transfers
- daily performance recap
Works on:
- Hermes
- Openclaw
- Claude
- Cursor
- Windsurf
Or any MCP compatible.
More NoelClaw skills coming soon.
If you try it, would love to hear any feedback, ideas, or feature requests 🤝
Full setup guilde :
https://t.co/UZusz3708C
solid list. one to add for the portfolio side, Octav MCP, 65+ chains + 7000+ protocols incl HL, lighter, perps. positions and PnL in one call. not on the list yet but probably should be lol https://t.co/enWddGAz4Q