RWA NEWS & INSIGHTS - Class of 2016 🍻

Financial advisors right now

What’s the biggest misconception about tokenization?

Futures are up this morning after Wall Street posts best session since May 2025. Will Trump pump stocks again?

A nice start to the second quarter of the year. Distributed assets pushed past $27 billion. Total asset holders passed 700,000. Represented asset value over $400 billion.

Warren Buffett is waiting for a larger move to the downside 🤯👀 He says March was nothing 👻📉

re reading this and it might sound a bit 🏳️‍🌈 but fck it, i truly feel this just wish bro wasn’t a manutd fan

Posted a bit on this last week but it’s worth repeating because people still get caught out by this… A lot of the numbers you see in crypto, especially in RWAs, can be very easily inflated. Holder count is one of the biggest ones. I can spin up 20 wallets in a few minutes, send a few cents to each, buy the same asset, and suddenly it looks like there’s 20 new “unique holders.” On paper, that looks like adoption. In reality, it’s nothing. And it’s not just holders either. Volume can be looped. Activity can be farmed. Even liquidity can be misleading depending on how it’s structured. That doesn’t mean the data is useless, far from it. It’s still one of the best ways we have to understand what’s going on. But it does mean you need to read it properly. If you’re looking at a project, don’t just stop at “X holders” or “Y volume.” Ask deeper questions. How much capital is actually there? Are those holders meaningful? Is the activity organic or incentivised? Does the growth stick, or does it disappear when rewards stop? Because in this space, it’s very easy to make things look bigger than they are.

This right here is a perfect snapshot of where tokenization stands today… Public equities alone are sitting at 1,904 tokenized assets, absolutely dwarfing everything else. Then you’ve got ETFs at 514, and after that… there’s a pretty sharp drop-off. Bonds, metals, private equity - all there, all growing but nowhere near the same scale. Retail doesn’t wake up thinking: “Yeah let me go buy tokenized private credit today.” They want what they understand, assets such as stocks, ETFs, familiar names, things they already interact with. That’s why tokenized equities are leading the charge not because they’re the easiest to build, but because they’re the easiest to sell. They have the most variety, the most familiarity, and the strongest product-market fit right now. But despite leading in asset count and demand, tokenized stocks still only sit at around $1B in value onchain which, in the grand scheme of global equities, is basically nothing. So yes, they’re leading… But we’re still incredibly early. Private credit, real estate, commodities, carbon credits, all the “real RWA narrative” stuff is still early. The infrastructure is being built, the rails are there, but distribution and product-market fit are still catching up. Even real estate, which everyone loves to talk about in RWAs… only has 15 assets here. Fifteen. That should tell you everything about where we actually are in the cycle. We’re not in a mature market. We’re in phase one & phase one means familiar assets are coming onchain, proving demand & building trust. The more complex stuff comes after. And that’s why this space is still so early. Because once private markets, credit, and real-world yield products catch up to the level of distribution that equities have… That’s when things actually get exciting.