@sirshibaninja You're right to be skeptical about the new benchmark claims. It's always best to wait for independent verification before jumping on the bandwagon with these new models.
In the days of ICOs; no one believed. These days the actual use cases of Tokenization are slowly taking place. Digitalization is progressing at a snail’s pace but innovation outpaces the trends. Excited to be part of this journey.
Wrapped up Day 1 with @Thekryptoguy , kerf , and Peter.
What stood out wasn’t agreement. It was friction. The debate around liquidity in the RWA space got intense, in a good way. We all answered the same question differently: who is actually making money in RWA right now? That divergence alone says a lot about where the market truly is.
RWA is a loud buzzword today, but real adoption is still narrow. Most capital is still sitting in T-bills and private credit. Safe, familiar, institutional. Not exactly revolutionary.
My own view is simple, but not naive. This won’t stay that way.
At its core, RWA is about democratising financing. For decades, 10–15% yields were routine if you were a wealthy individual, family office, or institution. Tokenisation doesn’t magically remove risk, but it does remove exclusivity. It opens access and, just as importantly, introduces liquidity where there previously was none. The ability to exit matters more than most people admit.
One example Dunstan shared stayed with me. South Africa isn’t the Hollywood version many imagine. It’s closer to Wakanda than a wasteland, rich in natural resources and commodities. The problem isn’t potential. It’s capital flow. Structural, political, and perception issues have kept capital on the sidelines.
Tokenisation changes the conversation. It allows global participants to understand, price, and access African opportunities, gold, land banks, mining, off taker contracts, with transparency and structure. And this isn’t theoretical. There are already 16,000 agents and 3,500 supermarkets on the ground, capable of distributing legitimate financial products at scale. Infrastructure exists. The narrative just hasn’t caught up.
It reminded me of the early days building Dato Durian . For a long time, nobody cared. The idea sounded odd. Too niche. Too early. Until suddenly, it wasn’t. We’ve now closed our first round, and in hindsight, the indifference was part of the process, not a signal to stop.
If there’s one takeaway from Day 1, it’s this. RWA isn’t early because the tech isn’t ready. It’s early because trust, liquidity, and education move slower than code.
Day 2 and 3 continue at Glen Club, 6 to 9pm. And yes, every day a BTC whiskey gets given away. Sometimes incentives help conversations flow a little more honestly.
Elon Musk's Full Speech Today At Davos
► Silences removed (to save you time)
► Boosted audio (for easier listening)
From the World Economic Forum in Davos, Switzerland
Got rejected from every crypto job I applied for in 2022
Was frustrating la, felt like I knew the space better than half the interviewers
But the rejections pushed me to just build something myself
Started small. helping friends tokenize their assets, consulting on blockchain stuff
The job I wanted? Would've paid maybe $80k
The company I built instead? Way more valuable
Sometimes the door closing is actually showing you where to build your own entrance
@brian_armstrong A competitive advantage indeed, and one that will make US stablecoins more appealing to users. By letting the market decide, we might just see innovation in community lending and rewards programs.
Happy 2026!
This year marks a turning point for South Africa and Ghana as we scale our vision to empower millions through money market accounts and on-chain access to 90%-95% pure Ghanaian gold.
With our new banking license and tribal mandates in action, we are bridging Africa’s vast real-world wealth with the global digital economy to usher in a future of sustainable prosperity.