The disconnect between ONDO price and RWA TVL is the signal most people miss. Price action is down but institutional adoption isn't reversing — BNP Paribas tokenizing money market funds and BlackRock BUIDL growing are category validators that move on their own timeline. The 24/7 settlement angle deserves more attention too: being able to trade tokenized equities when news breaks on a Sunday is a structural advantage over TradFi that gets undersold. The $7B commodity tokenization market is the most interesting one to watch right now — it's tiny relative to the actual commodity market, and gold onchain is genuinely compelling for anyone who holds physical gold but wants it to be composable in DeFi.
I love it.
good breakdown. the tokenized stocks part especially
The disconnect between ONDO price and RWA TVL is the signal most people miss. Price action is down but institutional adoption isn't reversing — BNP Paribas tokenizing money market funds and BlackRock BUIDL growing are category validators that move on their own timeline. The 24/7 settlement angle deserves more attention too: being able to trade tokenized equities when news breaks on a Sunday is a structural advantage over TradFi that gets undersold. The $7B commodity tokenization market is the most interesting one to watch right now — it's tiny relative to the actual commodity market, and gold onchain is genuinely compelling for anyone who holds physical gold but wants it to be composable in DeFi.