Nicolaas retweetledi

Top RWA Assets Q1 2026 Performance
$QNT: $75.48 → $79.63 | +5.5%
$POLYX: $0.0572 → $0.0594 | +3.8%
$LINK: $9.05 → $8.63 | -4.6%
$SYRUP: $0.22 → $0.21 | -4.5%
$CFG: $0.1080 → $0.1000 | -7.4%
$XDC: $0.0520 → $0.0360 | -30.8%
$ONDO: $0.43 → $0.28 | -34.9%
$PENDLE: $2.11 → $1.29 | -38.9%
$PLUME: $0.0169 → $0.0100 | -40.8%
Only 2 survivors in Q1, $QNT and $POLYX quietly holding green while the rest of the RWA sector bled.
$MNTRA the standout casualty at -79.9%, a brutal quarter for one of the most hyped RWA names.
$ONDO down -34.9% despite crossing $3.5B TVL and landing a Franklin Templeton partnership. Fundamentals and price action completely disconnected.
This is exactly what accumulation seasons look like
𝘋𝘢𝘵𝘢: 𝘊𝘰𝘪𝘯𝘎𝘦𝘤𝘬𝘰 & 𝘊𝘰𝘪𝘯𝘔𝘢𝘳𝘬𝘦𝘵𝘊𝘢𝘱

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