Dar Blockchain

If you missed this month's workshops, this is your window to catch up. We’ve uploaded the first 2 sessions of the AI Agents series. Foundations, architecture, and how agents actually execute on-chain Watch them, go through the resources, and come prepared. Next session, we announce the challenge! youtube.com/watch?v=7XetI7…

Eid Mubarak to our community across Africa and beyond. Grateful for every builder, partner, and contributor shaping this journey with us.

Stop blaming UX ! and read the carousel ↓

This cycle is different. Not everything will pump. Capital is getting selective. Infrastructure wins, and let's say everything else gets ignored.

That makes privacy not a niche anymore. If AI runs on sensitive data (finance, health, enterprise) ⇢ privacy becomes mandatory, not optional. That’s why privacy coins are moving with AI.

Everyone is calling this the start of altcoin season. They’re missing the real shift. This isn’t a meme cycle. It’s an infrastructure rotation.🧵

@lopp What’s interesting is the paradox here: the same AI acceleration that worries security professionals is also helping defenders find bugs faster; an AI system recently discovered 12 previously unknown vulnerabilities in OpenSSL, including issues that had been hidden for decades.

As a security professional, AI acceleration is concerning. For example: Bruce Schneier's monthly cybersecurity newsletter just went out and 14 of the 23 news items were AI related. OpenSSL just patched a dozen vulnerabilities that were found by AI; some were 25 years old.

If this structure continues, the real question is: Do fundamental altcoins still get their moment this cycle? Or does the market stay polarized between BTC and memecoins? What’s your take?

So the current market logic looks like this: Institutional capital → BTC ETFs Speculative capital → memecoins Narrative tokens? Still fighting for attention. That’s the middle of the barbell.

Crypto markets are doing something strange again. Serious money flows into Bitcoin Degens pile into memecoins Meanwhile, most altcoins are stuck in limbo. Welcome back to the barbell market. Let’s unpack what’s actually happening ↓🧵

@MilkRoad What’s interesting is that the “boring” assets are winning first, tokenized treasuries alone already represent about $10B+ of the market, which says a lot about where institutions see the immediate utility of blockchain rails.

Tokenized real-world assets (exc. stables) just hit a record $26.53B onchain! The market has damn near tripled in one year. Here's what the numbers actually show: Total onchain RWA value: $26.53B, up 7.51% in the past 30 days. The asset leaders: - U.S. Treasuries are out front at $11.1B - Gold tokens (PAXG and XAUT combined) sit above $5.5B - BlackRock's BUIDL fund alone accounts for $2B And there are now 666,892 asset holders (that number grew 3.63% last month). It's moving FAST! Onchain RWA value was ~$5B in 2022. By end of 2024 it had 3x'd to $15B. By mid-2025? We broke $24B. That's a 380% run from 2022 in under three years. BlackRock, Franklin Templeton, and Ondo Finance are the names/institutions driving it. The 'boring' stuff is becoming a blockchain story (treasuries, gold, equities). And many of the firms that spent the past decade saying blockchain was a solution looking for a problem are now the ones funding the infrastructure. The migration is only just getting started.

The naming debate is actually interesting @ZeusRWA because the sector is still evolving, but what the data shows is that institutions are clearly starting with financial assets first, tokenized treasuries alone are already around $10B+ and only later expanding to other asset classes.

I think “Real World Assets” is actually a terrible name for this sector. Most of what’s coming onchain are financial instruments such treasuries, credit, equities, funds. A better name? Tokenized Financial Assets. It’s clearer, more accurate, and far more aligned with how institutions think. But, how do we get others to start saying TFA or are we past that point and have to stick to RWA’s?