Anatoly just dropped a spicy take: tokenized assets don't need one "trust commodity" to rule them all.
His angle? $SOL, RWAs, memecoins—they can all coordinate around the least contentious fork. Translation: no single source of truth needed. Decentralized consensus > centralized trust anchor.
This challenges the narrative that everything needs to settle back to $BTC or $ETH as the ultimate trust layer. If he's right, we're looking at a more fragmented but resilient multi-chain future where assets coordinate horizontally, not vertically.
Bullish for modularity. Bearish for maxis.
His angle? $SOL, RWAs, memecoins—they can all coordinate around the least contentious fork. Translation: no single source of truth needed. Decentralized consensus > centralized trust anchor.
This challenges the narrative that everything needs to settle back to $BTC or $ETH as the ultimate trust layer. If he's right, we're looking at a more fragmented but resilient multi-chain future where assets coordinate horizontally, not vertically.
Bullish for modularity. Bearish for maxis.