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1/ Deep dive thread: Why $SLINK offers one of the most compelling asymmetric plays in the tokenized Real World Assets space right now. If you understand where RWAs are heading and the infrastructure powering that shift, this story gets very interesting. Let us walk you through it👇

@SolanaSensei Community is the one thing onchain that doesn't show up in any TVL chart but outlasts most of them.

Solana NFTs will be back. There is only one NFT community that I know for a fact cannot die, that's the Sensei/Namaste family. I know it because that's my family. As long as I'm alive, Sensei pandas will always be around. If you want more love, spirituality, kindness, authenticity, and guidance in web3, join us. If you want exposure to Solana NFTs, get yourself a forever Sensei panda or Namaste NFT. Look up "Sensei" and "Namaste" on Magic Eden and get yourself an NFT today.

Two numbers are floating around for the RWA market right now. $32 billion. And $65 billion. Both are correct. They measure different things. Nobody is explaining the gap. $32 billion is the RWA.xyz figure. Distributed on-chain assets only. Actively circulating. Usable in protocols. The strictest definition. $65 billion is the broader figure. Represented assets, permissioned environments, tokenized products sitting outside DeFi reach. All counted. The $33 billion between them is not a data error. It's the composability gap made visible as a dollar figure. Legally owned onchain. Compliantly issued. Not circulating. Not composable. Not in the smaller number. When people debate whether RWA is a $32B or $65B market they are accidentally having the most important conversation in the sector. The answer is both. The distance between them is the next infrastructure problem being solved. Know which number you are quoting and why.

@cryptorover BTC's technical levels are a coin flip either direction. The onchain assets paying 4% yield don't care about the trendline at all.

CRITICAL RETEST FOR BITCOIN! 🚨 If Bitcoin breaks above the trendline, it could extend higher. Rejection = continuation lower.

@SolanaSensei @perpsonsolana @solana @perps @toly @SolanaFndn @luminaries $2.53B in daily perps volume on Solana is the liquidity depth that makes tokenized assets as collateral actually viable. Ondo's perps play needs exactly this kind of base.

Solana perps volume market share in the last 24 hours: - GMTrade = 77.04% - Pacifica = 13.07% - Jupiter = 9.65% - Phoenix = 0.17% - FlashTrade = 0.07% In total, $2.53B was generated. Perps competition is real!

@Cointelegraph SOL and XRP green, BTC and ETH red, same week. That split maps almost exactly onto which chains are winning the RWA and payments buildout.

🇺🇸 ETF FLOWS: SOL and XRP spot ETFs saw net inflows last week, while BTC and ETH spot ETFs saw net outflows. BTC: -$1.26B ETH: -$215.99M SOL: $15.63M XRP: $22.04M

@Cointelegraph small position, big precedent. The mechanism matters more than the size. A nation state treasury operating transparently onchain normalizes the rails for everything else that follows.

🇸🇻 UPDATE: El Salvador added 8 BTC to its treasury last week. The country now holds 7,661.37 BTC worth over $588M.

@cryptofergani memecoins and RWAs are the two ends of the same barbell. One sells attention, the other sells cash flow, and onchain has room for both.

Memecoins are going to be a Large, Serious, multi-Trillion dollar Industry, and we are still early in the grand scheme of things.

"Cash equivalent" is a specific accounting term. It doesn't mean liquid. It doesn't mean safe. It means so liquid and stable it can be treated as cash on a balance sheet. T+0 settlement. Near-zero price risk. Immediate redemption. BlackRock is engineering tokenized Treasuries to meet that definition onchain. The two new SEC filings are a deliberate step toward turning short term Treasuries and money market funds into onchain cash equivalents, designed to hold cash, short term U.S. Treasuries, and overnight repo agreements backed by Treasuries. That's not a yield product. That's not an investment. That's cash in programmable form. The implication for institutional treasury management is significant. Every corporation, fund, and institution that holds cash equivalents on a balance sheet, for liquidity, for operational reserves, for margin requirements, can now hold that position onchain. Earning yield. Moving instantly. Available 24/7. The question was never whether institutions would hold tokenized assets. It was whether tokenized assets could replace the most fundamental instrument on every institutional balance sheet. BlackRock just filed the answer.

@tokens @solana @BankofAmerica Banks buy the ETF before they touch the chain. This filing is step one of a sequence that usually ends with custody and settlement integration.

NEW: Bank of America, the second-largest U.S. bank by assets discloses $SOL ETF holdings in its Q1 2026 13F filing.

@tokenterminal @ethereum Fees at all time lows removes the main argument against issuing on mainnet. The "Ethereum is too expensive" objection just expired quietly.

Return to Mainnet. Transaction fees on @ethereum L1 are at all-time lows, while transaction activity is at an all-time high.

Most people anchor $SLINK to one data point. The 17,000 seed shares. The 2018 entry. The pre listing window. Those are real. But there's a number Securitize has stated publicly alongside its Nasdaq listing process that nobody is using. 70%. Securitize claims 70% of the tokenized securities market by issuance volume. $38 billion administered. Not fund AUM, total tokenized assets processed through the platform. That's not a promotional tweet. It's a figure stated publicly alongside a $1.25B Nasdaq listing process. The community token built around the RWA infrastructure thesis isn't anchored to a challenger or a contender. It's anchored to the platform that processes 7 out of every 10 tokenized securities issued. No affiliation claimed. No returns promised. No structural connection between $SLINK and Securitize revenue. Just an honest read on what 70% market share means as a credibility anchor for a community token built around exactly this infrastructure. The founder didn't build $SLINK around an interesting company. They built it around the dominant one.

@tokens "Onchain financial sovereignty" as government language is a different register entirely. This isn't a pilot memo, it's industrial policy.

NEW: Japan's ruling party is proposing a national AI and blockchain financial system to protect "onchain financial sovereignty." The plan includes CBDCs, tokenized deposits, stablecoins, and AI agents autonomously executing payments.

@SolanaSensei @solana @artemis @SolanaFndn @toly $445M of the $660M came from Ethereum. Capital isn't choosing a side, it's following execution cost to wherever it's lowest

Solana has seen over $660M in asset inflows since the start of 2026. $445M came from Ethereum, and just $5M from Hyperliquid. Interesting stats.

@TheMoonCarl the interesting accumulation this cycle isn't in altcoin market cap. It's in the $30B of assets that don't show up on a TOTAL3 chart

Altcoin MCap is following a simple structure. Manipulation ➡️ Accumulation ➡️ Expansion Manipulation has happened. Accumulation is happening. You know what'll happen next.

@a16zcrypto pilots to production at the same time as regulatory clarity is the sequence every infrastructure cycle follows. RWA just hit it.

The tokenized asset market crossed $30 billion last month and has stayed there. Roughly the size of an elite university endowment. As recently as mid-2024, it was below $3 billion. 10x in under two years. What changed: the GENIUS Act, mature institutional onchain infrastructure, and a wave of financial institutions moving from pilots to production — all at roughly the same time.

@AshCrypto $1B out of the BTC ETF the same week tokenized treasuries hit an all time high. Capital isn't leaving the chain, it's rotating to yield.

BREAKING: BlackRock ETF sold $1,000,000,000 in Bitcoin this week. The BIGGEST outflow in 6 MONTHS.

@tokenterminal @ethereum Solana leading 24h, 7d, and 30d isn't a streak. It's the new structure of where onchain trading happens.

The market cap of tokenized U.S. Treasuries is at an all-time high of $13.9 billion, led by @ethereum with 53.6% market share.

@tokenterminal @ethereum Every all time high in tokenized treasuries is a high rate environment story. The real test is whether this holds when the Fed cuts.

@tokens @solana tbh DApp revenue is the metric that survives bear markets. Solana leading it means real usage, not incentive farming

HUGE: Solana ranked #1 for DApp revenue in April.

@AshCrypto $400B added at the open, and all of it freezes at 4pm. Tokenized versions of these same names trade through the close and the weekend. That gap is the entire pitch.

$400,000,000,000 has been added to US stocks as the market opens. This comes as Qatar reportedly sent a negotiating team to Tehran with US officials to help secure a peace deal.