While CT chases memes, RWA just crossed $30B ๐
I've been paying a lot more attention to RWA lately and the growth is honestly hard to ignore. On-chain tokenized assets just pushed past $30B excluding stables.
Seeing Circle's USYC flip BlackRock's BUIDL (~$3B) was one of the clearest signals yet, while Ondo keeps rolling out institutional grade products that feel a lot like the next ETF wave, just with AI rails baked in.
What stands out is that this no longer feels like pure narrative. From where I'm sitting, this looks more like TradFi gradually moving on-chain for real yield opportunities and 24/7 liquidity.
A few lower cap names I've been keeping an eye on are
$OVPP (energy and utility tokenization VPPs),
$CARR (vehicle data and ownership RWAs),
$RIO (native RWA focused L1) and
$CPOOL (on-chain credit and yield).
Just sharing what I'm watching. Always do your own research.
#RWA #Tokenization #RealWorldAssets