Real assets - Onchain stories. Storytelling • Everything Tokenization • Space Host • contributor @VortexLabs_club | BD @GlowNexus_org
Exploring RWAs Communities
Joined May 2023
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ValenTino retweeted
One thing I’m watching in crypto this week isn't the price of Bitcoin.
It's how many other coins are actually holding up.
A market-breadth snapshot from October 25 showed only 18% of a defined universe of liquid crypto assets trading above their 50-day moving averages.
The median coin was down 17.5% over 30 days.
That tells a different story from watching a few large-cap coins and assuming the whole market is recovering.
And the differences between sectors matter too.
Some assets are holding up better than others. That makes it more important to look at where strength is appearing, rather than treating every altcoin as one trade.
My takeaway?
A market recovery becomes more convincing when participation broadens.
Until then, a few green charts aren't enough to call it a comeback.
🤖 Made with AI
ValenTino retweeted
When we talk about bringing real-world assets onchain, the conversation often focuses on the assets themselves.
But there’s another important part of the picture: how ownership is recorded and managed.
That’s one of the problems @fairmint is working on.
Fairmint is building infrastructure that allows company equity to be recorded onchain, with the official shareholder register maintained by an SEC-registered transfer agent.
In simple terms, it brings the record of who owns a company’s shares onto blockchain infrastructure.
Why does this matter?
Traditional equity records often rely on separate systems and databases. Fairmint’s approach is designed to make the ownership record itself work onchain, creating a foundation for other financial applications to build on.
The project is also developing the Open Cap Table Protocol (OCP), an open standard for onchain equity.
What I find interesting about this approach is that tokenization isn’t just about putting an asset on a blockchain.
The infrastructure behind ownership matters too.
Fairmint is one project worth watching as onchain equity infrastructure develops.
ValenTino retweeted
Tokenized stocks Tokenized bonds Tokenized ETFs Tokenized index funds Tokenized mutual funds Tokenized money market funds Tokenized Treasuries Tokenized government bonds Tokenized corporate bonds Tokenized private equity Tokenized venture capital Tokenized private credit Tokenized private debt Tokenized mortgages Tokenized consumer loans Tokenized business loans Tokenized student loans Tokenized auto loans Tokenized trade finance Tokenized invoice financing Tokenized receivables Tokenized asset-backed securities Tokenized bank deposits Tokenized certificates of deposit Tokenized real estate Tokenized residential property Tokenized commercial property Tokenized industrial property Tokenized rental properties Tokenized hotels Tokenized warehouses Tokenized data centres Tokenized REITs Tokenized farmland Tokenized timberland Tokenized land Tokenized property funds Tokenized property debt Tokenized gold Tokenized silver Tokenized platinum Tokenized copper Tokenized lithium Tokenized uranium Tokenized diamonds Tokenized crude oil Tokenized natural gas Tokenized electricity Tokenized carbon credits Tokenized renewable energy certificates Tokenized water rights Tokenized mineral rights Tokenized mining royalties Tokenized agricultural commodities Tokenized wheat Tokenized corn Tokenized soybeans Tokenized coffee Tokenized cocoa Tokenized sugar Tokenized cotton Tokenized livestock Tokenized crop yields Tokenized infrastructure Tokenized roads Tokenized bridges Tokenized airports Tokenized seaports Tokenized railways Tokenized toll roads Tokenized power plants Tokenized solar farms Tokenized wind farms Tokenized telecommunications infrastructure Tokenized satellites Tokenized ships Tokenized shipping containers Tokenized aircraft Tokenized vehicles Tokenized machinery Tokenized intellectual property Tokenized patents Tokenized copyrights Tokenized trademarks Tokenized music royalties Tokenized film royalties Tokenized book royalties Tokenized pharmaceutical royalties Tokenized sports rights Tokenized media rights Tokenized domain names Tokenized fine art Tokenized paintings Tokenized collectibles Tokenized luxury watches Tokenized jewellery Tokenized handbags Tokenized rare books Tokenized antiques Tokenized wine Tokenized whisky Tokenized trading cards Tokenized sports memorabilia Tokenized classic cars Tokenized rare coins Tokenized inventory Tokenized warehouse receipts Tokenized physical goods Tokenized supply chain assets Tokenized future revenue Tokenized recurring revenue Tokenized business equity Tokenized fund interests Tokenized hedge funds Tokenized pension assets Tokenized insurance-linked securities Tokenized reinsurance contracts Tokenized catastrophe bonds Tokenized litigation claims Tokenized structured products Tokenized derivatives Tokenized options Tokenized futures Tokenized warrants Tokenized convertible bonds Tokenized preferred shares Tokenized startup equity Tokenized pre-IPO shares Tokenized securities Tokenized investment portfolios Tokenized collateral Tokenized stablecoins Tokenized fiat currencies Tokenized foreign exchange Tokenized loyalty points Tokenized gift cards Tokenized biodiversity credits Tokenized environmental assets Tokenized fishing rights Tokenized spectrum rights Tokenized battery assets Tokenized hydrogen projects Tokenized geothermal assets Tokenized recycling facilities Tokenized conservation projects Tokenized development rights Tokenized franchise rights Tokenized licensing rights Tokenized commercial contracts Tokenized export finance Tokenized import finance Tokenized equipment leasing Tokenized vehicle leasing Tokenized advertising revenue Tokenized e-commerce revenue Tokenized creator revenue Tokenized gaming revenue Tokenized sports club equity Tokenized football club equity Tokenized athlete earnings Tokenized ticket revenue Tokenized concert royalties Tokenized hotel revenue Tokenized restaurant revenue Tokenized healthcare receivables Tokenized medical equipment
ValenTino retweeted
There needs to be more awareness around this.
I’m starting to see chains and issuers throwing around numbers about how many people hold their assets, when the data they’re quoting is actually wallet addresses.
One person can have multiple wallets, hold across multiple chains, or use several platforms.
I’m all for celebrating growth and adoption, but we need to be careful with how these numbers are presented. 100k wallets doesn’t automatically mean 100k people.
There’s a difference, and it’s important people understand it.
A quick note on RWA data.
When we, and most data platforms, say "holders", that means wallets, not individual people.
- One person can hold several wallets
- One exchange wallet can hold for thousands of people
- Dust wallets with a few cents still count
- So holder growth shows activity, not exactly how many new people are using a product.
Keep it in mind next time you see a big holder number.
ValenTino retweeted
Another Monday, another RWA Foundation newsletter.
A lot can happen in this industry in seven days, and keeping up with it all isn’t always easy.
Thankfully, we’ve done the catching up for you. 🐘 rwaf.beehiiv.com/
ValenTino retweeted
Give companies 30 days to evaluate an unfamiliar trading model, and objections shouldn't be surprising.
Today's pitch focuses on investors. Issuers need to see the benefits too: better capital formation, ownership management and shareholder servicing.
coindesk.com/business/2026/1…
ValenTino retweeted
Another week in RWAs!
Three developments stood out immediately:
• SEC grants a 5-year Innovation Exemption allowing permissioned AMM venues to trade tokenized US stocks onchain
• @coinbase's tokenized stocks on Base pass $1B in DEX trading volume within their first month
• @arbitrum adds $110M in tokenized fund value in just 7 days
From regulation → to trading activity → to capital flows. Tokenized markets are starting to develop their own infrastructure.
1️⃣ Tokenized stocks are starting to trade like markets
• @coinbase's tokenized stocks on Base cross $1B in DEX volume in their first month
• Tokenized stock holders cross 4M
• @RobinhoodApp and @binance bStocks each reach around 1.3M holders
• @xStocksFi reaches 611K holders
• @Ondo reaches 446.6K holders
The important number here is the growing number of people actually holding and trading them.
2️⃣ Regulation is starting to open the door
• SEC grants a 5-year Innovation Exemption for permissioned AMM venues
• Ondo joins DTCC Fund/SERV as the first tokenization company
• @edeldotfinance joins DTCC's Digital Assets Solutions Industry Working Group
• Ondo signs an MOU with Openmarkets to bring tokenized securities to Australia
The regulatory conversation is gradually shifting from whether tokenized securities can exist to how they can operate within regulated market infrastructure.
3️⃣ Tokenized funds are attracting capital
• Arbitrum adds $110M in tokenized fund value over 7 days
• @arbitrum One leads overall growth with +$180.7M
• @avax adds +$92.5M
• The top five chains add a combined +$319.1M
• @Uniswap adds $83M in tokenized stock DeFi TVL over 30 days
Capital is beginning to move toward the chains and protocols where tokenized assets can actually be used.
4️⃣ Treasuries and credit continue expanding onchain
• @centrifuge brings tokenized Treasuries, AAA CLOs and high-yield bonds to @XLayerOfficial
• @OpenEden_X brings TBILL and HYBOND to @BNBCHAIN
• @plumenetwork's Nest brings $1B+ in institutional RWA vaults to Arc
• @ClearpoolFin expands institutional credit onto XRPL
• @humafinance's PST goes live on @arc
Treasuries → structured credit → high-yield bonds → institutional lending.
Tokenization is reaching deeper into the fixed-income and credit stack.
5️⃣ Tokenized assets are becoming more composable
• xStocks Vaults go live on Kraken with autocompounded yield on SPYx, QQQx and NVDAx
• @AssetoFinance brings NGI+ to @pendle_fi for fixed and yield token trading
• @ClutchMarkets launches Smart LP Vaults on Arbitrum
• rTokens stocks by @bitget go live on Arbitrum
• @OpenstockInc goes live on BNB Chain
Once tokenized stocks and funds can generate yield, provide liquidity, or enter other financial markets, the asset becomes programmable financial infrastructure.
Final Takeaways
This week's developments reinforce a bigger shift:
~ Tokenized stocks are reaching meaningful trading volume and user adoption
~ Regulation is beginning to accommodate onchain securities markets
~ Tokenized funds are attracting significant capital across multiple chains
~ Treasuries and credit are expanding across new networks
~ Tokenized assets are becoming increasingly composable
We're moving from: "Can this asset be tokenized?" to: "What financial markets can we build around it?"
That is where the RWA market gets much more interesting.
We break down the biggest RWA developments every week. Follow @d_rwastoryhouse for RWA & tokenization insights.
Another week in RWAs!
Three developments stood out immediately:
• @MeteoraAG enables token launches paired with 100+ @xStocksFi
• @Visa stablecoin settlement hits a $20B run rate across 160+ card programs
• @Nasdaq Ventures invests $100M in @Payward, parent company of @xStocksFi
From onchain markets → to stablecoin payments → to institutional capital. The RWA stack keeps getting deeper.
1️⃣ Tokenized equities are becoming market infrastructure
• xStocks crosses $800M in tokenized equities AUM
• LONG crosses $1B in tokenized stocks volume
• Meteora enables token launches paired with 100+ xStocks
• OpenStocks brings tokenized private company stocks to BNB Chain
• Dinari tokenized stocks are coming to ARC mainnet
The interesting shift isn't just the growth in tokenized equities. Stocks are becoming building blocks for other onchain markets.
2️⃣ Institutional capital is moving behind tokenization
• Nasdaq Ventures invests $100M in Payward, parent company of xStocks
• xStocks targets Q2 2027 for equity tokens
• xStocks goes live on Wintermute OTC as derivatives collateral
• Pre-IPO assets go live on LONG
The market is moving from institutions watching tokenization to institutions putting capital and infrastructure behind it.
3️⃣ Stablecoins are becoming payment infrastructure
• Visa stablecoin settlement reaches a $20B run rate
• More than 160 card programs are using stablecoin settlement
• XStable brings tokenized gold, silver, platinum and FX markets to Sui
Stablecoins are increasingly becoming more than crypto-native payment tools. They're becoming settlement infrastructure for financial activity.
4️⃣ Tokenized assets are becoming usable across DeFi
• Pendle launches tokenized dividend markets for NVDA and PFE stock tokens
• xStocks become collateral for derivatives on Wintermute OTC
• Meteora supports stocks and RWAs as quote assets
• Valinor launches a tokenized BDC basket for private credit exposure
Tokenization isn't just creating a digital representation of an asset. It's giving that asset utility inside financial markets.
Yield → collateral → trading → liquidity.
5️⃣ Private credit continues moving onchain
• Plume launches FACTOR, a working capital vault targeting 14%+ APY
• Zamanat Digital launches ZM1, a DIFC-regulated tokenized credit fund targeting $100M
• Valinor brings a private credit BDC basket onchain
• Hanwha Investment & Securities builds a tokenized securities platform on Avalanche
Private credit continues to look like one of the more important RWA categories. Tokenization can improve how these assets are distributed, accessed, and used.
Final Takeaways
This week's developments reinforce a bigger shift:
~ Tokenized equities are becoming building blocks for onchain markets
~ Stablecoins are scaling as payment and settlement infrastructure
~ Institutions are putting serious capital behind tokenization
~ Credit and private markets continue moving onchain
~ RWAs are becoming more useful across DeFi and financial infrastructure
We're moving from: "Tokenize the asset." to: "Make the asset useful once it's onchain."
That's where the next phase of RWA adoption gets interesting.
We break down the biggest RWA developments every week. Follow @d_rwastoryhouse for RWA & tokenization insights.
ValenTino retweeted
GM herd 🐘
New week, fresh coffee and an unreasonable amount of confidence in tokenization.
Wally's ready.
ValenTino retweeted
The weekend left a few clues about where RWAs are heading.
On Thursday, @JPMorganAM Asset Management expanded access to its tokenized money-market funds on Solana.
Then on Friday, the sec @SECGov named tokenization among the areas it will examine as it looks at risks in financial-market infrastructure.
And over the weekend, the @SolanaInstitute asked the SEC to clarify what should count as a permissionless ledger when it comes to tokenized stock trading.
Three developments, but one thing stands out to me.
Tokenization is moving beyond the question of whether an asset can be put onchain.
Institutions are bringing more products onto public networks, while regulators and industry participants are still working through the rules those markets need to operate under.
And that matters.
A tokenized fund available on a public blockchain is one thing. A market where different participants can trade tokenized securities under clear, workable rules is another.
The technology can keep moving forward, but the market also needs clarity around how it operates.
That’s the part of the RWA story I’ll be watching this week.
🤖 Made with AI
ValenTino retweeted
Here are some of the top RWAs/Tokenization updates last week in case you missed any:
Institutions
JPMorgan
> Launched MONY and JLTXX tokenized money market funds on Solana for qualified US investors.
> Expanded its JPM Coin deposit token to Ethereum and EVM chains, including Base.
Deutsche Bank
> preparing to launch its first digital asset service, crypto custody, starting in Germany.
> Expanding to Asian financial centers next year.
BlackRock
> BUIDL now reachable through Wormhole on Ethereum, Solana, BNB Chain, Arbitrum, Avalanche, Optimism, Polygon and Aptos
Canton Network, and DerivNex.
> DerivNex launched live on the Canton Network, providing post trade OTC execution and private settlement infrastructure.
Securitize x Anchorage Digital
mint and redeem stablecoins directly with a federally chartered digital bank
> Arf x Ripple: RLUSD settlement liquidity on XRPL, so payment firms skip pre funded accounts.
> Ethena: native integration with OKX X Layer and OKX Wallet for USDe staking and bridging.
> Spark: Savings USDC vault on X Layer nearing $100M in deposits, now accessible in OKX Earn.
Platforms and Projects
Aave
> Launched Earn
> First externally curated V4 markets live with Sentora: borrow RLUSD, PYUSD and OUSD across three Ethereum markets
Ondo
> Tokenized US stocks and ETFs expanded to Solana, Base, BNB Chain and HyperEVM via Li.Fi and Jumper.
> over 450 assets now reachable across 1,000 apps and wallets.
Intelligent Portfolios passed $30M TVL in under a month, up 46% in a week.
Hastra, and Gauntlet (Morpho).
> Deployed AUTO developed with Hastra onto the Gauntlet USDC Frontier vault on Morpho, linking real world auto credit yields 5.65% APY to stablecoin liquidity.
Abra added USDaF and EthAF for BTC yield, for eligible US investors.
Pendle
> Launched PendleLoop for leveraged looping
Integrated 0x routing for PT and YT zaps.
Chainlink and Kamino
> Chainlink integrated with OpenZeppelin and S&P Global (CCIP, ACE, Core).
> Kamino adopted Chainlink data feeds and proof of reserve for cross chain RWAs vaults.
zkSync
> launched Prividium Commander, a control plane for taking institutional pilots to revenue.
> Logos: launched at Money20/20 with Securitize as design partner, an evidence layer for compliance, custody and transfer restrictions.
Figure, and Tempo
Integrated YLDS into Tempo Earn, providing institutional treasuries with daily variable SOFR linked yields and instant Onchain transferability.
Axelar Network
> Expanded its cross chain infrastructure gateway to support native USDC deployment across supported chains.
Regulation
South Korea: Digital Asset Basic Act moving toward completion, covering exchange licensing and stablecoin issuance
HAPPY RWAS WEEK
ValenTino retweeted
Hybrid tokenized stocks also create a new reconciliation problem.
Tokens move onchain, but the official shareholder register stays offchain. Two records to keep in sync.
We're bringing the authoritative register onchain to remove that extra reconciliation.
Reconciliation across financial markets costs the industry an estimated $130 billion a year.
Roughly $40 trillion in assets sit idle because of the friction involved in moving them.
Canton is built to take that friction to zero.
@YuvalRooz | TOKEN2049
ValenTino retweeted
Have you ever wondered what your community really thinks about you?
Think about it.
Your community sends 1,000 messages every day, but how many can you actually read? Do you know what people are saying about your project, meme, or app?
The more conversations you miss, the more disconnected you become from the very people you're building for.
Your community feels ignored, while you're struggling to keep up with the messages.
And that's the problem @Vibewatch_io is trying to solve
$STX
ValenTino retweeted
Imagine using crypto without making every transaction a public announcement. 👀
That’s the idea behind STRK20 on @Starknet.
Normally when you send crypto on a public blockchain, people can often check the transaction and see the sender, receiver and amount.
STRK20 is designed to change that for supported private transfers.
Here’s how it works 👇
1. Shield your assets
You move tokens from your public balance into a shielded pool. Your private balance is then represented by encrypted records rather than an openly visible balance.
2. Send privately
Within the pool, you can send supported tokens without publicly revealing the sender, receiver or transfer amount to ordinary blockchain observers.
Zero-knowledge proofs help the network verify that the transaction is valid without exposing those details.
3. Privacy in your wallet
Bramble is a Starknet wallet launched in October 2026 that supports STRK20 privacy features. It lets users manage their assets and access shielded balances from a Chrome side panel.
But here’s the important part:
Privacy does not mean every action disappears from the blockchain.
Deposits and withdrawals can still reveal details, and certain information may be available for legitimate compliance reviews.
The bigger goal is to make privacy part of everyday crypto use rather than forcing people to choose between privacy and DeFi.
Would you feel more comfortable using crypto if your balance and transfers weren’t visible to everyone?
93.52% voted YES. But @Starknet isn’t leaving Ethereum just yet. 👀
Starknet wants to prepare for a future where quantum computers could break some of the cryptography protecting crypto wallets today.
Think of it this way: the locks protecting your crypto are built on mathematical problems that today’s computers struggle to solve. Powerful quantum computers could eventually solve some of those problems much faster.
Starknet is exploring ways to upgrade its security before that becomes a serious threat.
But there’s a challenge. Starknet currently relies on Ethereum for parts of its security. Becoming an independent Layer 1 could give it more control over how it prepares for that future.
So what did the vote decide?
The community voted to research the idea, not to leave Ethereum immediately. Any actual move would need further proposals and approval.
The big question now is: can Starknet prepare for the quantum era while maintaining strong security?
That’s what the research needs to answer.
#Starknet #Web3
ValenTino retweeted
between now and the end of november, @grvt_io is rolling out five upgrades that turn a perpetual dex into a full onchain investing app
what stands out to me is the sequence they chose for the road to grvt 2.0
— step one is already done with 1.1 million grvt bought on the open market and permanently burned, close to 1 percent of circulating supply at the time, with future rounds intended monthly and discretionary on a public dashboard
— step two at the end of october is grvt earn, bringing the 161 trillion dollar fixed income market onchain with target yields of up to 11 percent, not guaranteed, paid from real fixed income cash flows and glp with no lockups
— step three in november is stable funding perps for stocks, foreign exchange, commodities, and indices with zero trading fees and once daily funding, aiming for over 1,000 markets by december 2026
— step four in november is yield as margin, the upgrade i am watching most, so eligible earn balances can back trades while still earning yield instead of sitting idle
— step five at the end of november is the redesigned grvt 2.0 app uniting everything into one self custodial balance alongside their 2027 roadmap
starting with a verifiable onchain burn before shipping yield as margin and multi asset trading is how you build real trust before a major product launch
🤝 Paid partnership
ValenTino retweeted
Happy new week frens.
This week will bring about greatness, lets see what the market has for us this week..
Shall we ?
🤖 Made with AI
ValenTino retweeted
another eposide of RWA good reads for your Sunday
1) The Tokenized Carry Trade
→ xitter.cf/rwa_xyz/status/2113360…
2) Tokenization on Solana: the Companies Behind the Chain's RWA Growth
→ xitter.cf/rwafoundation_/status/…
3) Robinhood Chain Dead?
→ xitter.cf/100y_eth/status/211251…
4) Bringing Receivable-Backed Credit Markets Onchain
→ xitter.cf/paulframbot/status/211…
5) Injective’s RWA Story Is Getting Bigger Than Tokenization
→ xitter.cf/cryptobusy/status/2112…
6) RWA Weekly Report With Token Terminal
→ xitter.cf/rwafoundation_/status/…
7) $253 Billion by 2030: Korea's Tokenized Asset and Stablecoin Market Outlook
→ xitter.cf/tiger_research_/status…
must read RWA good reads for the weekend
1) The Bright Side: Tokenized Equities
→ xitter.cf/DWFLabs/status/2111064…
2) Who The Fuck Cares About Tokenized Stocks
→ xitter.cf/tittyrespecter/status/…
3) Memes Meet Stocks: Inside StonkFun, Pump’s Response and Solana’s Reward Coins
→ xitter.cf/minnus/status/21112092…
4) Tokenization has the infrastructure, what it needs now is proof
→ xitter.cf/NTBro/status/211079155…
5) Why Privacy Matters for Institutional Finance
→ xitter.cf/doppler_fi/status/2109…
6) RWA DEX and DeFi Report With Token Terminal: Trading Volume and TVL, Past 30 Days
→ xitter.cf/RWAFoundation_/status/…
7) Token2049 is TradFi2049 with a Hint of Crypto
→ xitter.cf/0xJeff/status/21089141…