Robinhood, Tempo, Monad and Plume are dominating RWA growth this month.
Tokenization will continue to be the primary driver of value onchain as we enter this new era of onchain finance driven by new participants, investment firms, and institutional allocators.
The winners of this trend (equities & stablecoins, specifically) will be mega valuable.
I remain bullish.
Tokenized stocks grew 5x in market cap and 170x in monthly transfer volume over the past year.
With hundreds of equities moving onchain, Baskets turns tokenized-stock portfolios into programmable market makers.
Portfolio weights update automatically, while market activity executes the rebalancing and generates trading fees for the basket.
DeFi has been stuck for years, and everyone blames the market or the UX.
@ChronicleLabs CEO @nomos_paradox says the real cause is the collateral: it's capped at ETH, BTC and Solana, so DeFi can only grow as fast as they do.
Tokenized assets break that ceiling.