CZ just dropped the RWA pill and it's brutal:
18 months ago he thought RWA was cope. "Let BlackRock handle it." Then volume hit billions in weeks. He pivoted hard because ignoring this wave = getting left behind.
Traditional brokers are cooked. Want US equities from a tier-3 country? 99% can't even open an account. The 1% that do? Wake up at 11pm to trade until 4am. Tokenized stocks = zero barriers, 24/7 access, transparent fees. It's not even close.
Binance has 300M+ users. Nearly 1B people globally want US stocks but can't access them. When RWA breaks down legacy finance walls, that liquidity floods in. The line between tradfi and crypto? Gone.
Small-cap exchanges are about to eat. Illiquid local stocks tokenized on-chain = instant global access. Suddenly a Vietnamese company can tap capital from everywhere. Game changer for emerging markets.
Even municipal bonds are going on-chain. City needs infrastructure funding? Tokenize the debt. Now retail in India can buy it with one click. Every government and corp will rush to tokenize assets because the old gatekeepers just got obsoleted.
RWA isn't coming. It's here.
18 months ago he thought RWA was cope. "Let BlackRock handle it." Then volume hit billions in weeks. He pivoted hard because ignoring this wave = getting left behind.
Traditional brokers are cooked. Want US equities from a tier-3 country? 99% can't even open an account. The 1% that do? Wake up at 11pm to trade until 4am. Tokenized stocks = zero barriers, 24/7 access, transparent fees. It's not even close.
Binance has 300M+ users. Nearly 1B people globally want US stocks but can't access them. When RWA breaks down legacy finance walls, that liquidity floods in. The line between tradfi and crypto? Gone.
Small-cap exchanges are about to eat. Illiquid local stocks tokenized on-chain = instant global access. Suddenly a Vietnamese company can tap capital from everywhere. Game changer for emerging markets.
Even municipal bonds are going on-chain. City needs infrastructure funding? Tokenize the debt. Now retail in India can buy it with one click. Every government and corp will rush to tokenize assets because the old gatekeepers just got obsoleted.
RWA isn't coming. It's here.