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]

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 🍻

[Shay Boloor @StockSavvyShay]

$AVGO is down over 13% after management kept its AI targets at 10GW in 2027 and $100B+ long term instead of raising guidance like prior quarters.

The pressure is also margin-related with $GOOGL TPU growth carrying lower gross margins than networking and software.

I still think high-margin AI networking can help offset that mix over time so this feels more like an expectations reset than thesis damage.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

The timing on this is impeccable.

Senator Sheldon Whitehouse sold up to half a million of Nvidia shares on May 7th

He sits on the International Trade, Customs, and Global Competitiveness Subcommittee, which decide which countries and companies Nvidia is allowed to sell its chips to

About a month after his buy, the Commerce Department closed the loophole thats been letting Chinese firms buy Nvidia's most advanced chips through overseas subsidiaries

$NVDA is practically flat since his sale

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

I would like to see much more red for a nice reset.

[Barchart @Barchart]

JUST IN 🚨: Stock Market says Goodbye to Greed for the first time in almost 2 months 🫡

[*Walter Bloomberg @DeItaone]

BITCOIN PERPETUAL FUTURES NOW LIVE

Kalshi Inc. has launched Bitcoin perpetual futures trading, branding it as the first American perpetual futures product.

The offering is now live for trading exclusively on Kalshi, marking a new expansion into crypto-linked derivatives markets in the U.S.

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the AI buildout: networking.

Marvell is trying to become the connective tissue of the AI factory with exposure to custom ASICs, optics, switching, photonics and data movement layer every large-scale AI system needs.

[Polymarket Money @PolymarketMoney]

$NVDA CEO Jensen Huang says “choosing the wrong architecture” just because chips are cheaper doesn't make sense because “compute is revenue.”

[AshutoshShrivastava @ai_for_success]

This is disaster from Meta AI.

Imagine being able to hack high profile accounts like White House, the U.S. Space Force, and Sephora simply by chatting with a support bot.

why would an AI chatbot be allowed to perform critical actions like changing the email address of an account in the first place?

Password resets, email changes, and account recovery are some of the most sensitive security operations. Handing that authority to a chatbot without robust verification seems like a disaster waiting to happen.

This is exactly why AI agents should have guardrails before they get access to real systems.

Source : 404

[Shay Boloor @StockSavvyShay]

$NVDA STOCK PORTFOLIO REVEALED

1. $INTC 52%
2. $CRWV 20%
3. $SNPS 10%
4. $COHR 10%
5. $NOK 7%

[Shay Boloor @StockSavvyShay]

$SOFI launched SoFi Coach which is an AI-powered financial planning assistant that helps members track spending, save & invest inside the app.

It connects to 12,000+ financial institutions through Relay with early testing showing nearly 70% of users took action.

[The Earnings Correspondent @earnings_guy]

$HPE (Hewlett Packard) #earnings are out:

[RWA Foundation @RWAFoundation_]

Tokenized stocks dominated May with $500M+ in inflows

followed by Private Equity, Strategies, Credit, and Government Bonds.

[Shay Boloor @StockSavvyShay]

$NVDA and $FLNC developed a reference architecture for Nvidia DSX Vera Rubin NVL72 AI data centers.

The 136 MW design supports 100 MW of IT load with Fluence battery storage built in for grid stability, backup power, demand response and AI load smoothing.

[Cole @StockOptionCole]

$NVDA - GOLDMAN SACHS BULLISH ON NVIDIA AFTER GTC TAIPEI

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

@StockOptionCole 🍻

[Harry Tran @HarryTran_RWA]

gm RWA researchers,

$114,000,000,000,000

that's how much assets DTCC custodies

and they just chose Stellar as their partner for their tokenization platform

let's dive into the details

----------------------------------------------------------

1. Top News:
@The_DTCC announced plan to tokenize DTCC-custodied assets on @StellarOrg, targeting H1 2027 launch.
→ https://t.co/sbR4uYujKF

2. Tokenized Securities Round-Up:
Bitget's @RealityFi_xyz debuts as a regulated RWA platform, tokenizing stocks from Nasdaq and NYSE with DeFi composability.
→ https://t.co/m7z1mhhoTp

@Securitize deploys $VBILL on @eulerfinance.
→ https://t.co/Sc8oR5L8ye

@ShiftRWA goes live with 6 leveraged equity tokens on Solana with Season 1 XP rewards.
→ https://t.co/qNDkNjDnZB

@OpenEden_X's TBILL and xPRISM are now accepted as collateral on @Zharta.
→ https://t.co/S6ABqpimJV

3. Tokenized Credit Round-Up:

Plume's $nOPAL goes live on @pendle_fi.
→ https://t.co/QiKPNjoAz2

@AssetoFinance integrates @Flowmark_xyz as its onchain credit distribution curator while adopting @cityprotocolHQ's vault standard to make its tokenized RWAs accessible to fintechs and neobanks.
→ https://t.co/J8TI8tTcT0
→ https://t.co/OwcD3Wpy4S

@HastraFi goes live with a @628Labs curated PRIME vault offering up to 19.5% APY while integrating Strata's tranche infrastructure into $PRIME.
→ https://t.co/PHRg79gWL0
→ https://t.co/YgcJLccso2

@Maplefinance goes live with Borrower Hub, an institutional grade operating layer for onchain credit management.
→ https://t.co/6eVq1N8Nni

4. Other News:

@craftsdev first ICO for 14% of @refihub equity going live on June 2
→ https://t.co/C9qKjcMTb8

@Injective proposes Vulcan Mainnet upgrade, adding new RWA markets.
→ https://t.co/ii8yAXZkZG

Residencia Tejina closes a €200K round on @Brickken, tokenizing a hospitality real estate asset in Tenerife on Base.
→ https://t.co/GvJVQUW1zX

@streamex's $GLDY becomes the first tokenized security on Orca's permissioned pools.
→ https://t.co/BZPRn0syB9

@phygitals surpasses $300M in volume traded on Solana.
→ https://t.co/zNiMJdRSqi

Ledger adds native @ADIChain_ support.
→ https://t.co/ZVg0374ktT

@grvt_io brings Plume's institutional RWA yield directly into self-custodial wallets across three risk strategies.
→ https://t.co/v8o555j6n8

@variational_io hosts its first RWA trading competition with $20,000 in prizes.
→ https://t.co/sTPPlVB2A0

@ClearpoolFin joins XDC Network as an institutional Masternode Validator.
→ https://t.co/LUZEyiKh0h

@fuzefinance joins ZIGChain's ecosystem.
→ https://t.co/s8ZwhtAUIy

Zonescan goes live as @provenancefdn official block explorer.
→ https://t.co/3nWcudl0wR

@JurassicFi onboards BAXUS CEO Tzvi Wiesel as its first advisor.
→ https://t.co/EsrgXkyZx2

@re TGE coming.
→ https://t.co/5oQcMtR3jk

----------------------------------------------------------

that’s it for this week’s rwa recap.

if you want a shorter daily version, join my TG channel, link in bio.

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

@HarryTran_RWA @The_DTCC Thanks for the wonderful update 🍻

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

Always good info from the RWA Foundation.

[RWA Foundation @RWAFoundation_]

The 6 fastest growing RWA issuers, measured by tokenized TVL across 2024, 2025, and 2026.

@Securitize ⭐️
@OndoFinance
@FTI_US
@Spiko_finance
@maplefinance ⭐️
@centrifuge

Three years ago most of these numbers didn't exist.

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

@RWAFoundation_ @Securitize @OndoFinance @FTI_US @Spiko_finance @maplefinance @centrifuge Great info as always 🍻

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

There is a reason so many left #crypto to play US Tech #stocks. Don't expect people to return to the crypto space without a good reason.
For now, stocks are where the smart money is.
Many crypto traders I know have moved to stocks and made 5-10x this year alone. Options and futures.
There will be a rotation of profits at some point, and #rwa is the sector that will be the most interesting.

[Barchart @Barchart]

BREAKING 🚨: Ethereum

If you invested $10,000 in $ETH exactly 5 years ago, you'd have $7,669 dollars today 📉 Not too bad 🫡

[Shay Boloor @StockSavvyShay]

Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.”

$NVDA and $MSFT unveiled RTX Spark which will be the world’s most powerful deskside AI supercomputer built to run next-gen AI agent workloads locally.