cicadaintern

@HarryTran_RWA @Securitize @xStocksFi @Spiko_finance @libeara_ @onrefinance @SuperstateInc @stokr_io @HastraFi @Theo_Network @grovedotfinance @paretocredit @AssetoFinance @MidasRWA this tweet highlights the great difference between RWAs and DEFI. More so GameFI, where every project launched a token without demand or a product. 🤣

most RWA platforms haven't launched a token @Securitize @xStocksFi @Spiko_finance @libeara_ @onrefinance @SuperstateInc @stokr_io @HastraFi @Theo_Network @grovedotfinance @paretocredit @AssetoFinance @MidasRWA

@PavelYuRichRWA Thanks for highlighting the key headlines of the week! Well summarized.

Don’t Miss with YuRich #3 | May 14 1. CLARITY Act Clears Senate Committee⚖️ On May 14, the Senate Banking Committee passed the CLARITY Act (15-9 vote). This is the "Green Light" for institutional RWA, defining stablecoins and digital securities at the federal level pymnts.com/cryptocurrency… 2. Moody’s AAA for BUIDL🛡️ @moodysratings officially assigned its highest AAA-mf rating to BlackRock’s $2.58B BUIDL fund on May 14. This is a massive milestone - tokenized debt on Ethereum is now legally as safe as top-tier traditional bank instruments phemex.com/news/article/m… 3. Bitwise @HyperliquidX ETF Filing📈 @Bitwise officially filed for the BHYP ETF on NYSE on May 14. $HYPE has hit the Top 10 global crypto assets with an $11B+ market cap. Trading starts May 15 bitwiseinvestments.com/newsroom/bitwi… 4. KRWQ Stablecoin on Solana🌐 Confirmation on May 14: the Korean Won stablecoin (KRWQ) is expanding to @solana to capture $100B+ in daily fiat-to-crypto volume tradingview.com/news/99Bitcoin… 5. @jpmorgan & @OndoFinance Post-Pilot Data🏦 New data released May 14 from the JPM/Mastercard/Ondo pilot shows cross-border Treasury redemptions on XRPL completing in under 5 seconds outside banking hours mexc.com/news/1093511 6. BlackRock IBIT Inflows Return🔄 After a week of outflows, IBIT saw a reversal on May 14 with a fresh $110M+ inflow, signaling that the "rotation" I mentioned yesterday is finishing kucoin.com/news/flash/moo…

@RWAFoundation_ @solana @StellarOrg What about XRP? I read JP Morgan enabled T-bills to be settled on this blockchain...

RWA TVL Added over the last 7 days. RWAF member @solana takes the top spot at $162.9 million added. Additionally, another RWAF member @StellarOrg added $77.6 million.

@LandhiveRWA A great paradigm shift tokenization brings to us who grew up beliving that asset ownership was an all or nothing ordeal.

You've always been told that investing in real estate means buying a property. But what if I told you that's like saying the only way to invest in Apple is to buy the whole company? Fractional real estate ownership is changing everything. Let me break it down 👇

🇺🇸 the clarity act advances, 🇬🇧 the bank of england softens its tone on stablecoins, 🇨🇳 $271,000,000,000 chinese asset manager has launched on Ethereum, assets such as the rtUSQ have the perfect infrastructure to seize the world changing its stance towards. 🌐

@tokenterminal basically, as the market matures...branding matters more than the functionality of the asset as user adoption growth flattens.

🆕🗞️ "As differentiation [in tokenized Treasuries] shifts from the asset itself to brand, distribution, reliability, security, scale, and fees, incumbents like BlackRock, Fidelity, and J.P. Morgan are well positioned." "Startups can still build valuable businesses, but the stronger opportunity may be serving customers and use cases incumbents cannot or will not prioritize."

@ZeusRWA well said, teams should be experimental in their approach towards tokenization and the user journey without ever compromising on security. happy to be in the front seats of watching this space evolve.

The tokenization space is all about innovation and adaptation. Nobody knows what the “perfect” way to tokenize assets will look like 5 years from now. Some models prioritize compliance and native ownership. Others prioritize composability, accessibility, and DeFi integration. Both have trade-offs. Who knows what will become the most successful model?! At the end of the day, teams build, experiment, improve infrastructure, and adapt when regulation, technology, and markets evolve.

@RWAFoundation_ the game should be, how many logos do we recognize. 😂

Do you have a favourite RWA Foundation member?

@OndoFinance Those are ready will catch these falling pieces! Exciting and Excited for what is to come.

The pieces are falling into place. Tokenization, made in America 🇺🇸

this is how RWAs have felt up until the Clarity Act clearing the US senate. everything is about to accelerate.📈 you better be following us and @CicadaFinance so you don't miss what's coming.

@DefiLlama Derivatives have the highest Annualized revenue but lowest TVL... does that make it superior to the other categories?

TVL vs Revenue (log scale) across the top 15 DeFi categories. Capital efficiency varies wildly. Chart generated with LlamaAI.

@stacy_muur @KuCoinLive_en This screenshot highlights that debotting on the platform is still far from being resolved. But let me not talk about that as I'll be targeted.

I don't know what the deadly sin of the @KuCoinLive_en account is, but X put them in the squad of these beautiful lads, lol

@stacy_muur and betting on RWA as well? The RWA volumes have been going off the roof lately, $400M or so surpasses this week.

Solana is betting on two categories in 2026: AI agents and perps. But for now, only one of them has real infrastructure momentum. The agentic side got a boost with PaySH, a CLI that lets AI agents pay for APIs directly through the x402 open payment protocol. This works because Solana is fast and cheap enough for the microtransactions that agents need. Perps is a different story. Solana is #2 in onchain perps volume, but the volume is fragmented across @JupiterExchange, @gmtrade_xyz, @DriftProtocol, @FlashTrade, and other protocols. There's no single product that represents "Solana perps" the way Hyperliquid represents onchain perps as a category. And unless Solana protocols start sharing liquidity or the UX converges, the category will stay fragmented. The @perps handle is probably an attempt to create that unified identity at the chain level. Which one do you think will define Solana in 2026?

@SenLummis It seems as if politicians are seeing it as profitable for their reputation to support blockchain.

@OndoFinance @MetaMask This is a collaboration that has more than a partnership announcement to it. Make it easier to onboard the billions are the integrations to make. Congratulations.

Tokenized stocks, featured on MetaMask. @MetaMask, the world's most widely used self-custodial wallet, just put Ondo Global Markets front and center in its rewards experience. More on the competition 👇

@RWAFoundation_ @MuDigitalHQ Every Solana Maxi rn. 😂

- @MuDigitalHQ brings $10mm Asia credit to ethereum in 8 weeks. 🔥

@mantraUSD That's quite a way to seize the T-bill gold rush opportunity.

$mantraUSD is fully backed by short term US Treasury Bills. And always will be.

@KobeissiLetter I wonder if this is in relation to the trip to Beijing.

It's official: Nvidia, $NVDA, has surpassed silver as the second largest asset in the world, worth $5.52 trillion. Google is less than 4% away from becoming the second company in history to hit $5 trillion in market cap. We are witnessing a historic technological revolution.

@tokenterminal " a distribution multiplier", definitely going to start using that term a lot more! Well put.

Tokenization is a distribution multiplier. It works best for assets with pre-existing demand. Offchain ETFs represent a ~$20 trillion asset class that's growing ~20% YoY. Like stablecoins, ETFs represent a great opportunity for asset issuers 👇

@Securitize This adds even more legitimacy to tokenization. The world will continue changing how it views this space .

BUIDL secures AAA rating from Moody’s, setting the standard for tokenized funds.