Let's understand the potential of emerging RWA narrative 🧵
A company with $11.6T worth of assets took the lead in RWA tokenization with over $1.2B worth of tokenized US Treasury Bonds.
The US issues around $2T worth of bills every month, so even with 0.1% market share, BlackRock could tokenize $2B worth of T-bills monthly.
Considering BlackRock's overall network effect, this share is expected to increase, potentially reaching 1% of monthly issuance, which would equate to $20B worth of tokenized assets each month.
How does your mind play with you all the time when you invest in crypto?
Let’s reflect on it so you can all understand what went wrong 🧵
Why should I buy this coin?
Just because some random dudes are shilling it on X and YT?
Should I take it as a good deal simply based on their influence?
People are commenting positively about the coin they’re mentioning too—so does that make it good?
Or should I spend a few hours understanding what this project actually does, the role of the token within it, and the fundamental value it offers to investors?
Is smart money buying these tokens, or is it just a bunch of retail traders hyping it up so we buy—only for them to dump on us once they hit their target?
RWAs are projected to hit $10T by 2030—a 1000x surge.
But scaling to that level needs the right infrastructure.
Enter OndoChain—an omnichain network built to power RWAs at scale.
Here’s why it could be the next big thing 🧵
RWAs have been a booming narrative since 2023.
According to DeFiLlama, the sector has grown 11x in two years—from $756M in 2023 to $8.52B today—driven by a surge in users and RWA-protocols.
And the reason is clear
As BlackRock’s CEO put it: “RWA is the future of finance.”
And everyone is racing to be part of this future—one where traditional assets like commodities, cash, real estate, and treasury bills can be tokenized.
What you're seeing at the early stage of DeFAI projects like @griffaindotcom, Heyanon, and Neur are simply interfaces with LLM-powered web3 intents, now rebranded as abstraction layers for DeFAI.