Been playing this game through multiple cycles. 2020, 2021, 2025 - always took profits and rotated out.
Not this time.
RWA and tokenization fundamentally shifted the thesis. We're not just trading narratives anymore - real assets, real yield, real infrastructure onchain.
The exit liquidity playbook is dead. This is the infrastructure play now.
Not this time.
RWA and tokenization fundamentally shifted the thesis. We're not just trading narratives anymore - real assets, real yield, real infrastructure onchain.
The exit liquidity playbook is dead. This is the infrastructure play now.