thomas

I've been in DeFi since 2019. Bought my first token on PancakeSwap when the UI looked like a high school project. Here's what nobody tells allocators about this space. (a thread)

Which RWA layer are you allocating to right now Assets, Rails, or Access? Reply with your thesis.

@Impactlabsxyz TradFi will adopt this technology

@thomasonchain In my opinion, one of the biggest advantages of RWAs is that they harmonize Web3 incentives with the needs of the traditional financial world. When a technology offers efficiency, compliance and access, its adoption no longer depends solely on market fluctuations.

RWA doesn’t need a bull market to grow. That’s exactly why it’s winning in 2026. Institutions want predictable yield + compliance. On-chain treasuries deliver both. Most DeFi degens still don’t get it.

USDe from @ethena will become soon #3 stablecoin

@marcionovelino @ethena Let’s see

@thomasonchain @ethena Probably!!

@Stil50396616 @ethena Cannot be more serious

@thomasonchain @ethena Seriously?

@JK90313127 @ethena USDe ≠ ENA The stablecoin itself is impressive and growing fast, but ENA still lacks strong utility and holders have faced big losses from the price drop.

@thomasonchain @ethena 그럼에도 불구하고 지금 가격은 쓰레기 그 자체 아닌가요? 정말 손실이 너무 크니

@AlaminLounis @ethena 100% agreed

@thomasonchain @ethena I agree, it has potential to be bigger than $CRCL in a bullmarket due to token capture if feeswitch goes on

@cryptrus @ethena … Leading stablecoins But still far from that

@thomasonchain @ethena And then #2... And then.....

@uaelifan That’s early mate

@thomasonchain x.com/uaelifan/statu…

Still have good feelings with Solana. Been there since Epoch 217 What’s yours?

Quick take: RWA keeps growing even when the rest of crypto is quiet. That’s not luck. That’s structural demand from institutions. Risk-first allocators are already positioned.

@realcocopark 👨‍🦳

Gauntlet raised $125M from SBI Holdings. Japan's largest financial group backing a DeFi risk protocol to build tokenization rails. The institutional pipeline into RWA is being built right now. Worth a read.

WisdomTree's tokenized fund surged 6.9% to $776M. BlackRock BUIDL sits at $3.2B. WisdomTree is this week's fastest RWA grower. Traditional asset managers are shipping, not talking. Data via @DefiLlama Follow for daily data.

Good bait

BlackRock BUIDL just crossed $3B, up 20% in a week. BTC dropped 2% over the same period. Institutions buy onchain treasuries regardless of market conditions. RWA tokenization does not need a bull run. That is why it wins.