Asian handicap good morning. After finishing the data last night, today I just want to talk about one thing: RWA isn’t just a narrative anymore—it’s performance.
$ARB , September revenue hit a record—over $5 million in a single month. The tokenized credit fund’s market value climbed by $90 million in one month. Even Australia’s $500 million solar-plus-storage infrastructure is being moved on-chain.
$AVAX , even more extreme: in September, the tokenized stock market cap grew the most across the whole chain—up $245 million, nearly 8 times the second-place figure. Goldman Sachs’ $10 billion bond fund borrowed on Lynq over Avalanche, and South Korea even passed legislation to move its $5 trillion stock market onto the chain by February 2027.
$SOL has also been busy: tokenized stock DEX trading volume this year reached $12.4 billion, with Raydium alone taking half.
Personal take: this time it’s real money running—not a PPT patchwork. But don’t blindly rush just because of “Goldman” or “South Korea.” Keep a close eye on the continuity of revenue and TVL; once the heat fades, valuations can still get crushed. Also, the Aave founder criticized the ECB for trying to limit stablecoin yields—this regulatory tug-of-war isn’t over yet in the short term, and European users will suffer first.
NFA, DYOR
#RWA #DeFi #代币化 #加密市场 #区块链
$ARB , September revenue hit a record—over $5 million in a single month. The tokenized credit fund’s market value climbed by $90 million in one month. Even Australia’s $500 million solar-plus-storage infrastructure is being moved on-chain.
$AVAX , even more extreme: in September, the tokenized stock market cap grew the most across the whole chain—up $245 million, nearly 8 times the second-place figure. Goldman Sachs’ $10 billion bond fund borrowed on Lynq over Avalanche, and South Korea even passed legislation to move its $5 trillion stock market onto the chain by February 2027.
$SOL has also been busy: tokenized stock DEX trading volume this year reached $12.4 billion, with Raydium alone taking half.
Personal take: this time it’s real money running—not a PPT patchwork. But don’t blindly rush just because of “Goldman” or “South Korea.” Keep a close eye on the continuity of revenue and TVL; once the heat fades, valuations can still get crushed. Also, the Aave founder criticized the ECB for trying to limit stablecoin yields—this regulatory tug-of-war isn’t over yet in the short term, and European users will suffer first.
NFA, DYOR
#RWA #DeFi #代币化 #加密市场 #区块链