DAguero ⚡️

784 posts

DAguero ⚡️

DAguero ⚡️

@David_Aguero

Live a dream 🌍 Crypto $scrt $link $utk $inj $rio Business and fun 😎 NFA

Croatia Katılım Mayıs 2009
227 Takip Edilen390 Takipçiler
Satoshi Flipper
Satoshi Flipper@SatoshiFlipper·
The tokenized real world assets (RWAs) sector is resilient and on the verge of setting record breaking growth in the next leg up 🎯
eye zen hour 🥶@eyezenhour

While crypto prices fell hard the last 6 months, one segment kept attracting capital: Tokenized Real-World Assets (RWAs) In weaker conditions, capital tends to become more selective And right now, part of that capital is moving toward onchain exposure to real-world yield As of April 2026: • $27.65B in distributed on-chain RWAs • $441.2B in represented assets • ~710K holders Breakdown: • US Treasuries: ~$13B • Private credit: ~$6B • Commodities: ~$7B • Equities: ~$1B+ Ethereum remains the dominant settlement layer with ~56% share The key point is not just the size. It is the resilience during a market downturn and liquidity freeze. These assets continued to grow while broader market factors remained under pressure and net bearish This shift in capital behavior is important Instead of relying purely on: • price appreciation • leverage • liquidity expansion Capital is rotating toward: • yield • collateral quality • balance sheet efficiency That introduces a different class of participant and a different time horizon... The Institutional Layer Key players include: • BlackRock • Franklin Templeton • Ondo • WisdomTree The driver is not narrative. It is infrastructure efficiency: • Faster settlement • Improved collateral mobility • Global distribution • Deduced operational friction This is a cost and access upgrade to existing financial products Key risks: • Regulatory fragmentation • Structure is still developing • Custody and counterparty exposure • Liquidity mismatch between token + underlying asset • Rate sensitivity if yields compress Growth should not be assumed to be linear either If rates remain structurally elevated and institutional allocation continues to flow, then RWAs likely will scale as a capital-efficient segment of the market If risk appetite returns aggressively, relative flows may rotate back toward higher beta assets Bottom Line This is less about price action and more about positioning Capital is starting to treat parts of crypto as infrastructure for yield and collateral, not just speculation If that trend persists, RWAs become one of the more structurally durable segments in the next cycle

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Adam “Link” Smith
Adam “Link” Smith@AdamLinkSmith·
Imagine a protocol that: - Has earned $100Ms in fees - Its core team is buying $1M+ of its token on the open market every week - Is working with the largest institutions, enterprises & protocols - Services span both public & private chain ecosystems The ticker is $LINK
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Sergey Nazarov
Sergey Nazarov@SergeyNazarov·
Cycles are a normal part of the crypto industry, what is important is what those cycles reveal about how far the industry has progressed and what next stage/trends of adoption/value creation will go on to define the industry. So far this cycle reveals two key things for me: Firstly, there have been no large risk management failures leading to large institutional failures or widespread systemic risks. In the previous cycle you had FTX and multiple lenders cleaned out through large price drops, this time around I am pleasantly surprised to see none of that or at least none of it at any system wide scale. If the crypto industry and its systems are able to successfully weather large drawdowns in price and liquidity issues then it is a more reliable place to put both retail/client capital and institutional capital. This time has been much better managed than last time. Secondly, real world asset migration on-chain continues to accelerate regardless of Bitcoin/Cryptocurrency prices, signaling that having real world assets on-chain is not tightly coupled to crpytocurrency prices but provides its own unique value that can grow irrespective of market pricing of Bitcoin or other crypto assets. We have seen RWA issuance continue to grow and we've seen leading on-chain perp markets rival tradfi perp markets for very traditional commodities like silver, especially in periods when trading in permissioned traditional markets became harder or more risky vs trading in on-chain permissionless markets. As more and more RWA data goes on-chain to make perps work correctly for more asset types and as more on-chain value is generated as RWAs themselves, I expect these dynamics to only increase regardless of crypto prices. These are both very positive signals for the assumptions I have been making about three key trends I am expecting to work together to reshape our industry in the next stage of its growth into mainstream adoption. Firstly, on-chain perps about real world assets and tokenization of the assets on-chain has unique and durable long-term value which is growing regardless of any other dynamics. It is the value of 24/7/365 markets, on-chain collateral management and on-chain data. Secondly, institutional adoption of our industry will be driven by the fundamental/technology value it provides, accelerated by access to permissionless/always on markets in DeFi, which will grow massively as a result. Thirdly, the infrastructure that will make RWAs possible will be experiencing much more demand as more of the real world finds itself on-chain. As more RWAs have to go on-chain as perps via on-chan data or tokenization itself and as those RWAs are increasingly complex in how they need to work on-chain, more systems will need to interface with chains to enable those RWAs. The first two trends are inevitable market forces that are now accelerating regardless of cryptocurrency prices, that is the real insight I see from this part of the cycle. The third trend is where Chainlink is providing the key global standards/protocols/infrastructure that is needed for providing the data, connectivity and orchestration that accelerates the first two trends. Data is what allows most RWAs to exist on-chain at all. Market data for on-chain perps e.g. on-chain silver markets, Proof of Reserves for Stablecoins, NAV for Tokenized Funds to operate on-chain and many other examples touching every category of RWAs. Chainlink is the largest provider of data to the leading blockchains by far and is successfully servicing the vast majority of DeFi for all their data needs with 70%+ market share. Our new launches with leading institutional data providers like S&P, ICE and many others put Chainlink in a similar position in the growing institutional RWA world. Connectivity to both other chains and existing backend/accounting/risk management systems is key for liquidity. The ability to connect to the other chains as a system of record/source of liquidity and to the existing centralized systems of record/sources of liquidity are key for scaling RWA adoption globally. Chainlink is the leading provider of these capabilities to institutions and has been chosen by the leading security teams in Web3 to be their official bridging provider due to a superior reliability/security track record. Chainlink is also the only system that successfully pulls TradFi payments into on-chain transactions across multiple chains, integrating existing sources of liquidity and new sources of liquidity into one interoperability layer. Orchestration is the process of coordinating multiple systems into one workflow/transaction that defines the core value an application is providing to its users. Coordinating between multiple chains, multiple off-chain systems, multiple market data sources and now multiple AIs is a key function that some system needs to play for the more advanced RWAs to function properly. The Chainlink Runtime Environment seems to be the only environment in which you can currently run a workflow that can coordinate all of these key systems into a single application, already in use by enterprises and with advanced integrations into many key systems. Orchestration has an additional critical component of creating privacy, which there are now new and exciting solutions for being built on CRE. More to come on truly useful privacy as a key feature of CRE's orchestration. If these trends continue I believe what I have been saying for years will happen; on-chain RWAs will surpass cryptocurrency in the total value in our industry and what our industry is about will fundamentally change. This shift will also lead to cryptocurrency's growth as an asset class that benefits from more capital on-chain, but RWAs is how all of this goes mainstream. I have never been more excited about our industry's potential to become the way a better version of the global financial system works to benefit all of us.
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Cheds Trading
Cheds Trading@BigCheds·
$BTC back to range lows after that bounce fizzles out at 91k
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Ted
Ted@TedPillows·
$BTC has large sell orders from the $92,000 to $95,000 level on Binance. If bulls are able to push Bitcoin above the $95,000 level, there is very little resistance until $100,000.
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Barry 🏙️
Barry 🏙️@0xBarry_03·
Same whale deposited another $200k USDT to @okx to accumulate more $RIO 11hours ago Once again retail is following herd consensus that "the cycle is over" and giving up on crypto while 🐋 buy your tokens for cheap 👀
Barry 🏙️ tweet mediaBarry 🏙️ tweet media
Barry 🏙️@0xBarry_03

I have been tracking wallets for a while that previously interacted with the #Realio ecosystem Yesterday a whale deposited 500k USDT on @okx and few minutes later $RIO price is up 10%+ He didn't spend all of it yet 🤔 Fearful paper hands once again selling to 🐋 #RWA

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Nebraskangooner
Nebraskangooner@Nebraskangooner·
$RIO (per request) Looks like a nice monthly time frame breakout. As long as it holds this month's low, expecting more upside.
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IncomeSharks
IncomeSharks@IncomeSharks·
Ethereum OBV looking more and more bullish.
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PeterSweden
PeterSweden@PeterSweden7·
Make Europe Great Again. ▪️Reject Socialism ▪️Restore free speech ▪️Protect the borders ▪️Expose mainstream media lies ▪️Get rid of woke ideology ▪️Promote family values ▪️Don't be ashamed of our heritage ▪️Stop far-left brainwashing in schools Time to MEGA 💪
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Scott Lewis
Scott Lewis@WarriorSpeech28·
Elon is right, Europe is drowning in pessimism, and it’s by design. The globalist agenda thrives on hopelessness. When people lose pride in their nations, when they’re told their history is shameful and their future is bleak, they stop fighting. That’s exactly what “the system” wants, complacency, surrender, and submission. Europe doesn’t need to end. It needs to wake up. It’s not “bad” to love your homeland, to protect your borders, to take pride in your heritage. It’s not “bad” to want a future where your children are safe, where your culture thrives, and where opportunity flourishes. The powers that be want you to believe it’s over. It’s not. Europe has survived invasions, wars, and plagues, it will survive this, too. But survival requires action, courage, and belief. Fight for what you love. Hope isn’t just an idea, it’s the spark that rebuilds nations. Europe deserves better, and so do you.
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Zach Rynes | CLG
Zach Rynes | CLG@ChainLinkGod·
Okay maybe there is a second best crypto asset
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WazzupCrypto
WazzupCrypto@Wazzup_Crypto·
🔒 @SecretNetwork has joined @nvidia Inception, a program that supports startups driving industry innovation through cutting-edge technology! 🚀 Key points of the partnership: ⚙️ Accelerated Development: Leveraging NVIDIA’s AI training and resources to advance Decentralized Confidential Computing (DeCC). 🔒 Enhanced Privacy Solutions: Empowering developers to build dApps with encrypted, secure data processing. 🤝 Strategic Collaboration: Collaborating with industry experts to foster blockchain privacy innovation. 🌐 Broadened Ecosystem Reach: Scaling DeCC solutions across Web3 platforms with NVIDIA’s support. This partnership paves the way for privacy-focused innovation in blockchain and beyond! #SecretNetwork #NVIDIAInception #Blockchain #Privacy #DeCC scrt.network/blog/nvidia-in…
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DAguero ⚡️
DAguero ⚡️@David_Aguero·
$scrt & #nvidia nice combo
Secret Network@SecretNetwork

We are working with @nvidia through Inception to build the decentralized confidential computing infrastructure the world needs to safely adopt AI innovations in strategic and sensitive fields. By Joining NVIDIA Inception we gain access to cutting edge resources, data, and experts that perfectly complement our own expertise. We feel like this is the perfect match and there is no limit to what ee can accomplish! We are building the foundational infrastructure that every decentralized AI platform needs. We will be giving exciting updates this week, join us on the journey 🤝 scrt.network/blog/nvidia-in…

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