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@MistakenPres Spot on. Builders > extractors every time HyperEVM is screaming for more of this energy right now

Ordinals are for builders

US treasuries, money markets, equities if you weren't American, you basically couldn't access them geography + brokers + compliance = locked out tokenisation changes this now a wallet in Lagos can now earn the same yield as a Manhattan fund the hardest problem in finance was never the asset, it was distribution & that just got solved

Serious question for people building in RWAs & digital assets: We’ve spent years optimizing speed, liquidity, and access. But what actually builds trust in a tokenized market? Is it: A) Better technology B) Clear regulation C) Custody & insurance protections D) Human accountability when something breaks Most projects market A. Institutions demand C. Regulators enforce B. Yet adoption only scales when users believe D exists. Curious where you stand, what truly makes a digital asset feel safe enough to hold long-term?

These are the quants you’re competing against in China. Good luck.

One of the biggest reasons why it's hard to experiment in crypto is security audits and their costs. I've spoken to more than 10 teams in the last month who are all currently ready to launch on mainnet, but are held back by audits and their insane cost. A basic audit can cost up to 50k for a small codebase, which makes it hard for bootstrapped projects to launch and explore if they should even be spending their time on this. The industry did a terrible job of overpricing security audits and it has strongly held the space back.

@0xNairolf Mood’s rough, but the fundamentals are strong. Tokenization +AI Agents +Stablecoins are turning crypto into an everyday utility.

2026 will be the year of tokenization. “BlackRock, Franklin Templeton, Fidelity, State Street, they're all there. They're all getting more into the space.” Ondo President @iandebode speaking to @YahooFinance on the massive year ahead.

Many of you were at the @OndoFinance summit yesterday… 
But I bet most of you didn’t notice the storytelling happening right in front of you. And it was done at its finest - almost like Steve Jobs unveiling the iPhone. Only this time, it wasn’t one man on stage. It was a team delivering a narrative together, guiding everyone through the world of RWAs, their achievements, and the future they’re building. They didn’t just throw numbers or facts at the audience. They: •Met each group where they were: from crypto natives to institutions considering tokenization •Told the story with different characters, ideas, and perspectives •Kept everyone engaged, curious, and connected until the end The first 45–50 minutes of the summit (link to recording in the comments) is a masterclass in how storytelling can deliver understanding, trust, and attention, all at once. Steve Jobs could do it solo. Ondo did it as a team. 
But the result was the same: your attention and the will to make the change they’re showing you. That’s the real lesson here is, storytelling isn’t optional in RWAs. It’s the layer that makes everything else land.

Lately I've been deep-diving into regulated RWA projects, and @LandhiveRWA honestly hooked me it's one of the cleanest, most consistent setups out there on Blocksquare's infrastructure. This isn't sponsored or anything, just some straight-up thoughts from someone who reviews a ton of roadmaps. @LandhiveRWA has a solid foundation with real yields and proper compliance, but 2026 looks like the year tokenized real estate finally scales up big time. To really ride that wave, here are a few practical growth moves that could make a huge difference. First off, aggressively bringing on more properties would be massive. Adding premium commercial or high-yield short-term rentals in Europe and the UK would quickly grow AUM and naturally boost organic trading volume on the secondary market. Look at @zoniqxinc they've already tokenized $3.2 billion in commercial real estate by going multi-chain and leaning into ESG appeal, and they're aiming for a serious slice of the $500 billion CRE market this year. Next, tightening up secondary market liquidity. Right now it's tied to real demand, which is honest for actual assets, but targeted boosts like fresh @Oceanpoint_BST pools or external market makers would make exits way more predictable without changing the regulated vibe. @lofty_ai nailed this with instant liquidity and daily rental payouts on @Algorand, scaling to hundreds of US properties through simple onboarding and everyday distributions. RealT did something similar by ramping up daily stablecoin payouts, which keeps people holding longer while still encouraging trades. Finally, cranking up visibility. More AMA sessions, X Spaces, and tighter co-marketing with @blocksquare_io (their 2026 roadmap is all about launching new marketplaces) would pull in both property owners and bigger institutional players. The top platforms blowing up right now, like @Securitize and @centrifuge , are growing fast through DeFi integrations and direct institutional pipelines. Bottom line: @LandhiveRWA is already in a strong spot with real income and compliance. Doubling down on property onboarding and @Oceanpoint_BST boosts could accelerate everything without losing what makes it solid. Respect to the team looking forward to the next updates.

GM RWA researchers Market down, RWA still up, with another ATH in TVL at $25B. This week saw a lot of activity in tokenized real estate and tokenized commodities. Tokenized securities also had a big week following an official statement from the @SECGov. -------------------------------------------------------------- 1. This Week Top News: The SEC issued guidance clarifying tokenized securities under U.S. law. → sec.gov/newsroom/speec… @Securitize filed an updated S-4 with the SEC, moving closer to becoming a publicly listed company alongside Cantor Equity Partners. → x.com/Securitize/sta… RWA TVL reached another ATH at $25B → x.com/Securitize/sta… 2. Tokenized Securities Round-Up: @DigiSharesDK is expanding to @injective through a collaboration with @ValereumPLC → x.com/DigiSharesDK/s… @StepFinance_ , @RemoraMarkets majority LP, suffered a treasury wallet hack involving some $rStocks, assets remain held 1:1 as an investigation and redemption process are underway. → x.com/RemoraMarkets/… @xStocksFi price feeds are now openly accessible via Chainlink → x.com/xStocksFi/stat… @Fair_Shares is live on BNBChain, and preparing to launch on @goatnetwork → x.com/Fair_Shares/st… → x.com/Fair_Shares/st… 3. Onchain Real Estate Round-Up: @RWA_Inc_ has secured a strategic partnership to become the primary tokenization partner for the UAE real estate sector → x.com/RWA_Inc_/statu… @RECCFinance yield claim for Plata 6 is live → x.com/RECCFinance/st… @lendxyz is live on Linea → x.com/lendxyz/status… @MantaNetwork has partnered with @PruvFinance to bring compliant, revenue-generating sports infrastructure RWAs onchain, starting with a tokenized padel courts fund in Indonesia → x.com/MantaNetwork/s… $USDC borrowing in @kamino’s PRIME Market, powered by @HastraFi, has exceeded $100M. → x.com/kamino/status/… 4. Tokenized Commodities Round-Up: @Theo_Network $thGOLD went live, offering 2% yield → x.com/Theo_Network/s… @PyseEarth has received VARA’s NOC to launch via MANTRA → x.com/MANTRA_Chain/s… @GoldFingerRWA website update is live. → x.com/GoldFingerRWA/… @goldfishggbr airdrop dashboard is live. → x.com/goldfishggbr/s… Tokenized Uranium $xU308 by @uranium_io listed on another CEX, @coinsph → x.com/uranium_io/sta… 5. Other News: $USDY by @OndoFinance is live on Sei Network → x.com/OndoFinance/st… @byzanlink RWA Markets is live on @Hedera → x.com/byzanlink/stat… $PIO token by @pione_chain is launching on BitMart → x.com/pione_chain/st… @eldora_rwa beta is live. x.com/eldora_rwa/sta… @MANTRA_Chain 28th governance proposal is live, requesting to expand the validator set from 33 to 38. → x.com/MANTRA_Chain/s… -------------------------------------------------------------- That’s it for my recap this week. Do let me know if there’s any news I missed since I lost my recap journal last week. Cheers and let's have a great week of tokenization fam!

Just published our comprehensive 2025 Crypto Fundraising Report: $50.6B raised across 1,409 transactions (Jan 1 - Dec 31, 2025) Key findings: Market Breakdown: VC/Investment: $23.3B (46%) - 829 deals M&A: $22.1B (44%) - 21 deals Public Sales/IPO: $5.2B (10%) - 155 deals YoY Growth: +226% But driven mainly by M&A consolidation, not VC expansion VC Market Trends: Average deal size: $28.1M (up 118% from 2024) Deal count: down 21% Early-stage (Seed/Pre-seed/A): contracted 30-42% Late-stage (Series B/C): expanded 74-1,265% Top Categories (VC): Finance/Banking: $4.7B Prediction Markets: $3.7B Payment: $2.8B Infrastructure: $2.6B Top Ecosystems: Bitcoin: $2.8B | Polygon: $2.3B | Ethereum: $2.0B | Solana: $1.4B Most Active Lead Investors: @PanteraCapital (19 rounds) | @paradigm (18) | @a16zcrypto (15) Full 25-page report: go.crypto-fundraising.info/2025tw Want the PDF version? Comment "PDF" below and we'll send it to you

LPs sometimes ask me who I think the best VC investors in crypto are. I think about this a lot. Ever since I started as a crypto VC, I have wanted to be the best. I’m deeply driven by competition, and investing is as pure of a competition as it gets. Only one person can win the deal, only one person can pick the winner of the cycle. But when you honestly look at it and do the accounting, there are three people who have proven themselves the GOATs of crypto VC investing. This is going to seem like glazing (it is) and probably not interesting to anyone who's not a crypto VC. But I am. So this is for all of us who make this our life’s work. Here are my all-time top 3. #3. @danrobinson (@paradigm) There’s a legendary story about how Mike Speiser, Managing Partner at Sutter Hill Ventures, incubated Snowflake, which went on to become a $75B company. A VC adding that much value to a portfolio company is basically unheard of. Dan Robinson is the Mike Speiser of crypto. Again and again, Dan has been at the ground floor of generational companies in crypto. He was there from the very beginning of Uniswap, literally a co-author and foundational contributor to Uniswap V3, which became the backbone of on-chain spot trading. He was a critical contributor at the beginning of Flashbots, which birthed modern MEV auctions. And he was an early research contributor to Plasma, the predecessor of modern rollups, which led to him leading the seed round of Optimism. Dan is a genuine polymath. He breaks the mold of a traditional VC. He started as a securities lawyer, then became a self-taught protocol architect and mathematician, and is now a self-taught investor. Perhaps the greatest investment that @matthuang ever made was hiring Dan. When we lose deals to Paradigm, so often it’s because people say: yeah you guys are great, but sorry, I have to work with Dan. The scariest investors are people who can do more than just invest. Dan saw where it was all going, and he rolled up his sleeves and helped make it happen, multiple times. That’s what makes him one of the greatest to ever do it, and earns him his spot on the crypto Mt. Rushmore. #2. @cdixon (@a16zcrypto) Chris Dixon is the OG’s OG. He saw it before anyone. Before Chris, crypto VC was minor leagues. He was the first mainstream VC to throw his hat in the ring and publicly bet his career on crypto. He was the first to adapt the language of VC to crypto and network investing. He was the first to socialize these concepts with Silicon Valley and its universe of institutional LPs. So many concepts we bandy about every day in our IC, we stole directly from Chris. It’s not an exaggeration to say I am walking along the train tracks that Chris set down originally for himself. There are two most important deals that I attribute to Chris Dixon. The first, of course, is Coinbase. Chris led the Series B of Coinbase in 2013, at a time when the industry was still fledgling and none of this was obvious. That deal is the apotheosis of the Dixon-ism—"what the smartest people are doing on the weekends is what everyone else will be doing in 10 years." He had the foresight to do that deal, and then doubled down to go all-in on the industry. It was so much harder to do what we are now doing at the time when Chris first did it. Second deal was Uniswap. Almost everyone who saw the Uniswap Series A passed on the deal ($100M FDV—Uniswap was still tiny back then). At the time we were having heated debates about whether AMMs were capital-efficient enough, whether they’d face too much adverse selection, whether they were too easily forkable. Paradigm passed (despite leading the seed round), we passed as well, and from what I’ve heard, everyone else at the a16z IC didn’t want to do the deal. But Chris? Chris supposedly said: “A smart contract that can buy and sell anything? That sounds so cool. Who knows what will happen—let’s just do it.” And he was right. It was cool. All sorts of non-obvious things would happen because of what permissionless AMMs enabled. I learned a big lesson after passing on that Series A. I disagree with the a16z worldview in many ways. But everyone in this industry owes Chris enormous credit. He has single-handedly done more than any other VC to put the industry onto the cultural footing it now has, has fought tooth and nail with his career to legitimize crypto in DC, and has earned us cultural recognition as a positive frontier technology. So much of the language we use about crypto was imbibed directly from Chris. Crypto VC would not be where it is today were it not for Chris Dixon championing it as early as he did. For that, we owe him deep gratitude. And that leads to the #1 VC of all time... #1. @KyleSamani (@multicoin) Kyle, Kyle, Kyle. I give Kyle a lot of shit. He rubs a lot of people—including me—the wrong way. All the time. But investing is like a sport. At the end of the day, you either put up points on the board, or you don’t. And Kyle has put up the most points of anyone. The sheer scale of PnL he made from his Solana seed round investment, the amount of work he did for that deal, someone will write a book about it someday, and I’ll be grimacing the whole time while I read it. You see, the best investors are contrarians. And Kyle is a true contrarian. To be a contrarian doesn’t mean that you write a hot take that gets a bunch of people to say "wow that was smart." If everyone wants to retweet you, by definition you’re not a contrarian. You’ll know you’re a true contrarian when you piss people off. When people think you’re an idiot. When they think you’re lighting your money on fire. Kyle is one of the only true contrarians in crypto. I disagree with him about almost everything. But his original investment and subsequent conviction on holding Solana through the depths of the valley of darkness after the collapse of FTX, make him, bar none, the best VC investor in crypto history. We always say that venture is a power law business. Kyle and his legendary Solana investment is precisely what we all mean by that. Sometimes it genuinely only takes one deal. And that’s what makes Kyle the best crypto VC of all time. So that’s my top 3. --- LPs sometimes ask where I think I should go on this list. As much as I think highly of myself—and boy do I think highly of myself—I don’t think I’m top 3. I’m top 10 for sure, and there’s an argument for top 5, but I’m not better than any of these three. I hope to be, someday, before I’m done. And if you break it out by seasons, there are seasons I’ve done better than each of them. But in aggregate? These three are the best to ever do it. It’s not helpful to Dragonfly for me to praise our competitors. But there’s a game bigger than the game. You see, this is a hard industry to be an investor in—most of the peers I’ve had along the way have not survived. Crypto is brutal. As much as I compete with these guys every day, I have enormous respect for them. I've seen them evolve through almost a decade of ups and downs. We've all endured through the vicissitudes of crypto together to support our founders, to support this industry, and to help it stand shoulder-to-shoulder next to any other technology. As I was doing some end-of-year reflection, I thought it was worth acknowledging them in an industry that often doesn't give out much praise to VCs. Each of these people have done a lot for me, whether they know it or not. I've learned so much from each of them. And I genuinely hope they are proud of what they’ve accomplished. Dan Robinson saw it clearly. Chris Dixon saw it first. And Kyle Samani saw it through. Hats off, gentlemen. Here’s to another vintage of competition. 🫡

🏦 RWA pitch that normal people get Skip “tokenization layer” Say “you can buy a slice of X in 2 clicks” Explain who issues it and how you exit Put fees and lockups in plain view Trust is the product, APY is the feature

@CointelegraphAc Stop talking, start shipping, community notices the difference.

We see many founders fall into the "Weekly Call" trap. Spending an hour answering "wen token" just to show the community you are still alive. It feels like transparency. Often, it’s just productivity theft. Real trust isn't built by how often you speak, but by the value of what you say. Try switching to a bi-weekly written update. Give your team room to breathe and your community something real to read.

The day is here. My first YouTube educational series video is officially live. youtu.be/86cDFrZVAe4?si… “The Greatest Wealth Transfer No One Is Talking About.” For thousands of years, wealth has moved in cycles; from land and gold, to empires, banks, and institutions. Today, another shift is quietly underway. Real-World Asset (RWA) tokenization is transforming real estate, commodities, and financial assets into programmable, onchain ownership, breaking down barriers that once excluded everyday people from the world’s most valuable assets. In this video, I broke down: ✓ How wealth transfers have shaped history ✓ Why traditional ownership models are failing ✓ How RWA tokenization is changing who gets access, and who gets left behind ✓ Why this may be the biggest wealth transfer of our lifetime This represents a structural shift in how ownership operates. If you want to understand where money, power, and assets are moving next, this video is for you. Watch here: youtu.be/86cDFrZVAe4?si… If it resonates, like, share, and let me know your thoughts, this is just the beginning. More deep dives on RWA tokenization coming soon.

🚨 LATEST: BlackRock CEO Larry Fink says every currency, ETF, and asset will be digitized and tokenized with a global settlement layer connecting it all. “We’re not talking about it enough. Most countries aren’t ready for what’s coming.” The future of finance is tokenized 🚀

Upcoming catalysts for top RWA projects. Real-World Assets are about to go NUCLEAR. Here's what's coming: $XDC: XDC 2.0 mainnet upgrade (XDPOS Consensus 2.0), $717M+ RWA tokenization growth, institutional trade finance expansion $ONDO: 21Shares Ondo Trust ETF approval, tokenization of 1,000+ U.S. stocks on BNB Chain, Pantera funding milestones $INJ: RWA growth initiatives, ecosystem builder catalyst with 9 startups, price targets to $6.20 $RIO: Freehold Wallet launch, Districts.xyz ecosystem growth, BNW Ventures partnerships​ $PLUME: Securitize partnership for institutional tokenized assets (Hamilton Lane funds), 10x+ RWA holders growth, mainnet expansions $CPOOL: Institutional under-collateralized lending expansion, PayFi infrastructure upgrades, TradFi adoption $GFI: Goldfinch Prime expansion (new private credit funds), DAO governance upgrade, emerging markets borrower pools $STBL: USST mainnet deployment, DeFi lending launch, RWA collateral expansion to Solana/Stellar $SKY: Up to 10 new Sky Agents (structured credit), Robinhood-inspired RWA/tokenization alignment $DMTR: Global agriculture modernization initiatives (limited specifics available)​ $SYRUP: $100M revenue run-rate target, $8-10B AUM expansion, Asia/Europe market penetration, TradFi integrations $CFG: DeFi integrations/partnerships growth, private credit RWA scaling​ $POLYX: Ecosystem growth in RWA liquidity (general sector catalysts apply)