Making sense of the world moving onchain | RWA • Tokenization • DeFi Team @waleswoosh
Joined October 2022
- Tweets106K
- Following2.6K
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- Likes135K
SkyGecko❄️ retweeted
Winner announcement in 24 hours! We'll randomly draw 100 eligible winners with help from @grok. Make sure you follow us, like & repost to be in the running. Good luck! 🍀
SkyGecko❄️ retweeted
Self-custody shouldn’t come at the cost of convenience. That’s the bar we build to. Our founder on why it’s finally reachable.
Hyperliquid didn’t take the on-chain perps market by asking traders to accept a worse exchange for the sake of decentralization. It took it by being the better product. @eliospay is applying the same rule to everyday money.
What's the weekend without something good?
Your next trip could be more than just getting from A to B.
Imagine you're already travelling from China to Lagos/Abuja, and someone needs a package delivered along that route.
Instead of making a separate trip, you could earn by carrying it along with you(btw this is something I already do/I've done IRL with my business and it's nice to see MovitOn bring that for more people to be fond of)
That's the idea behind Delivery Agent mode on @MovitOn.
You can explore available delivery requests, find shipments that fit your route, and turn an ordinary journey into an earning opportunity.
And it works both ways:
→ If you need to send a package? You're the sender.
→ If you're already travelling somewhere? You could be the delivery agent.
One trip → A package that needs moving → An opportunity to earn along the way.
I'm curious to see how this works in the beta.
🤝 Paid partnership
It's interesting to see tokenized stocks being connected to onchain lending.
Until now, holding a tokenized stock mainly gave you exposure to the price of an underlying equity through a tokenized product.
With @Morpho enabling stablecoin borrowing against selected @RobinhoodApp Stock Tokens, those tokens can also serve as collateral.
That brings another layer to RWA: using tokenized assets to access liquidity without having to sell them first.
It also means RWA is becoming more composable. The same asset can potentially move beyond simple exposure and become part of a wider financial strategy: hold it, borrow against it, and put the borrowed stablecoins to work elsewhere in DeFi.
The important distinction is that tokenization creates the onchain representation; lending gives that representation another financial use case.
There are still risks: borrowing limits, liquidation if the collateral falls in value, and the legal rights attached to the token. Robinhood’s Stock Tokens provide economic exposure to shares, but not direct ownership rights in the underlying companies.
.@Morpho opens @RobinhoodApp Stock Tokens to stablecoin borrowing 🦋🪶
Hold selected tokenized stocks, borrow stablecoins against them.
SkyGecko❄️ retweeted
Tokenization can put assets onchain while interoperability determines how far they can go.
As more issuers and networks enter the market, fragmentation is inevitable. The same asset classes will exist across different platforms, each with its own liquidity, access requirements and settlement processes.
I see competition as a good thing. Different structures create better options for investors. But more tokenized assets don't automatically mean deeper liquidity or better markets.
The goal isn't to eliminate fragmentation. It's to make it less of a barrier to liquidity.
That means building infrastructure that lets tokenized assets move and interact across networks without compromising the legal rights, security and settlement behind them.
Issuance brings assets onchain while interoperability helps turn them into a connected financial market.
I think people need to accept that fragmentation in tokenization is probably going to increase before it gets better.
As more issuers, blockchains and platforms enter the market, we're naturally going to see more versions of the same assets competing for users and liquidity.
And I don't necessarily think that's a bad thing. Competition brings different products, structures and options for investors.
It's also worth remembering that traditional finance has been dealing with fragmented markets for decades. This isn't some new problem that tokenization has suddenly introduced.
The important part is making sure these different products and networks can eventually work together, rather than creating another financial system full of isolated markets and walled gardens.
SkyGecko❄️ retweeted
$200 in USDG up for grabs. 👀
20 winners. $10 each.
Paid privately through gloamtrade.
Here's the interesting part:
Your onchain payments are public by default but Gloam just brought real privacy private payments to two chains today.
To enter:
→ Follow @gloamtrade
→ Like and repost this post
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Winners will be selected in 12 hours and contacted via DM.
Tokenization can put assets onchain while interoperability determines how far they can go.
As more issuers and networks enter the market, fragmentation is inevitable. The same asset classes will exist across different platforms, each with its own liquidity, access requirements and settlement processes.
I see competition as a good thing. Different structures create better options for investors. But more tokenized assets don't automatically mean deeper liquidity or better markets.
The goal isn't to eliminate fragmentation. It's to make it less of a barrier to liquidity.
That means building infrastructure that lets tokenized assets move and interact across networks without compromising the legal rights, security and settlement behind them.
Issuance brings assets onchain while interoperability helps turn them into a connected financial market.
I think people need to accept that fragmentation in tokenization is probably going to increase before it gets better.
As more issuers, blockchains and platforms enter the market, we're naturally going to see more versions of the same assets competing for users and liquidity.
And I don't necessarily think that's a bad thing. Competition brings different products, structures and options for investors.
It's also worth remembering that traditional finance has been dealing with fragmented markets for decades. This isn't some new problem that tokenization has suddenly introduced.
The important part is making sure these different products and networks can eventually work together, rather than creating another financial system full of isolated markets and walled gardens.
SkyGecko❄️ retweeted
RWA is not one market. It's a collection of asset classes, each with its own players, structure and investment thesis.
Look at how the major asset managers are positioning themselves onchain
→ @tether & @Paxos: Commodities
→ @BlackRock , @FranklnTempletn & @circle: U.S. Treasury funds
→ @WisdomTreeOnchn: Treasuries and stocks
→ @maplefinance : Asset-backed credit
→ @anemoycapital & @Securitize: Credit-focused products
→ @Ondo: U.S. Treasury funds
→ @bcap : Venture capital
Same tokenization path, different underlying assets and different market opportunities.
Understanding what’s being tokenized matters just as much as knowing who’s doing it.
SkyGecko❄️ retweeted
I left @Apple to build healthcare that listens and acts early. Today, I'm excited to introduce UniqueHuman.
We're building proactive healthcare agents that handle every step of care for people with chronic conditions.
Our mission is to end chronic suffering. Today, we begin with migraines.
RWA is not one market. It's a collection of asset classes, each with its own players, structure and investment thesis.
Look at how the major asset managers are positioning themselves onchain
→ @tether & @Paxos: Commodities
→ @BlackRock , @FranklnTempletn & @circle: U.S. Treasury funds
→ @WisdomTreeOnchn: Treasuries and stocks
→ @maplefinance : Asset-backed credit
→ @anemoycapital & @Securitize: Credit-focused products
→ @Ondo: U.S. Treasury funds
→ @bcap : Venture capital
Same tokenization path, different underlying assets and different market opportunities.
Understanding what’s being tokenized matters just as much as knowing who’s doing it.
I like this for tokenization because it shows that bringing an asset onchain is only part of the equation.
Making it accessible across multiple networks is what expands its reach and potential use cases.
With BlackRock, Securitize and Wormhole working together, $BUIDL is a good example of how tokenization infrastructure can connect traditional finance with the multichain world.
$BUIDL is the tokenized U.S. Treasury fund from @BlackRock.
@Securitize tokenizes it, and @wormhole connects it across @Ethereum, @Solana, @BNBCHAIN, @arbitrum, @avax, @Optimism, @0xPolygon, @Aptos and @XRPLF.
That's how the world's largest asset manager goes multichain.
SkyGecko❄️ retweeted
The Summit Competition is live.
$1,000,000 in funded accounts on the line.
Climb the leaderboard. Claim your capital. 14 days on the clock 🏔️
Details and free entry → app.verticalprop.com/dashboa…
RWA keeps making waves, here's something that stood out to me in RWA last week.
→ BNY and Citadel used a tokenized Treasury as collateral in a repo transaction.
→ Ripple Prime expanded institutional access to RWA perpetual swaps across 100+ markets.
→ Pendle's RWA Stack crossed $1B in TVL, while Multiliquid raised $8M to tackle liquidity between tokenized funds and stablecoins.
Can you see the pattern?
There's Settlement, trading, collateral and liquidity.
These are the things that turn tokenization into infrastructure that can actually support financial activity.
Of course, issuer pushback against some planned tokenized stock listings shows that legal and regulatory barriers haven't disappeared.
SkyGecko❄️ retweeted
Who still needs @conso_xyz spots ?
What if I tell you you can grab up to 10 spots for yourself just by tweeting 🫵🏻
To get an idea of how this works , you can earn a bot from your tweets original impressions
First you need a verified account ,then you make a post about CONSO on X, submit up to 3posts, and earn bots based on their total impressions.
You have 4 days left to do this amigos and FYI, it’s a FREE MINT
𝐂𝐎𝐍𝐒𝐎 𝐁𝐎𝐓𝐒
Think of it as how you interact with the internet today.
You play games, complete tasks, engage with brands, create content and participate in different communities profile
But most of that activity are in separated across platforms account
CONSO wants to connect those interactions and turn them into something more meaningful: a reputation that can grow with you across its ecosystem.
That’s where CONSO BOTS come in.
Built on Sui and secured through Walrus, CONSO BOTS are reputation-backed agentic collectibles designed to function as mobile nodes for the CONSO Network.
They connect participants to the network’s validation and reputation systems, helping strengthen trust, verify activity and identify malicious behaviour.
But they also have a practical role within the ecosystem.
How CONSO BOTS work
The CONSO Miner App is where participation happens.
Users can mine ZAPs, complete daily missions, discover brands, invite friends and participate in ecosystem campaigns.
CONSO BOTS connect this activity to the wider network, turning participation into a contribution toward CONSO’s reputation infrastructure.
Each BOT also provides a 25% mining boost over the base rate in the Miner App.
With a cap of 10 BOTS per wallet through eligible mints or purchases, the system is designed to encourage participation without allowing unlimited accumulation.
BOTS are also intended to become transferable in the future, subject to a lockup period.
𝐖𝐡𝐚𝐭 𝐜𝐨𝐦𝐞𝐬 𝐧𝐞𝐱𝐭?
CONSO BOTS are part of a bigger ecosystem that includes the CONSO Miner App, Reputation Platform, Passport and CONSO BEAR Genesis.
The Miner App provides the participation layer.
The Passport is designed to connect identity and reputation.
ZAPs support progression and engagement.
And BOTS give participants a way to contribute to the network itself.
𝐓𝐡𝐞 𝐆𝐞𝐧𝐞𝐬𝐢𝐬 𝐌𝐢𝐧𝐭
The upcoming CONSO BOT Genesis Mint is reserved for eligible early participants who pass the eligibility check or qualify through impressions during the campaign period.
So not everyone will automatically be able to mint.
Your attention creates value while your reputation powers the network.
See you at mint frens 🫠
Alot of people don't know this but banks have been using tokenization for years, but not all tokenization does the same thing.
When you pay with your bank card, tokenization can replace your actual card details with a secure substitute.
The goal here is to protect your sensitive information.
But in the RWA, tokenization has a different job.
A government bond, a property or a fund can be represented by a digital token linked to ownership rights in the underlying asset.
Now the goal goes beyond security. It's about how assets are issued, held, transferred and used in financial markets.
Think of it this way:
→ Payment tokenization: protect the information behind your money.
→ Asset tokenization: change how ownership of financial assets can be represented and managed.
Both use digital tokens, but they solve very different problems and the second is where things get interesting for onchain finance.
Because the opportunity isn't just putting assets on a blockchain. It's building better ways to access, transfer and use them.
That's the tokenization I'm paying attention to.
RWA is global, but the data shows where the real activity is concentrating.
I took a look at the latest tokenized real estate breakdown on @RWA_xyz , and a few things stood out.
By country
→ US leads with $140.2M (61.96% market share)
→ Mexico follows at $30.4M
→ Spain comes next at $25.2M
By blockchain
→ Base: $92.6M
→ Polygon: $79.9M
→ Ethereum: $36.7M
By platform
→ Groma: $92.3M
→ Reental: $79.9M
→ DigiShare: $20M
The interesting part is that RWA isn't tied to one country, chain, or platform anymore.
Different markets are finding different ways to bring property onchain, and the infrastructure competing to support them is becoming clearer.
Tokenization is still early, but these are worth paying attention to
