Which chains win tokenized RWAs? Reaction to an RWA chain landscape
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Argues tokenization is the biggest growth opportunity in crypto, asking whether RWA-specific chains, Solana, Ethereum L2s, Hyperliquid or fast new chains win. Expects multiple winners, each adding hundreds of billions in value.
Key claims
Winning projects will add value in the hundreds of billions to their ecosystems
The pie is big enough for multiple winners
Great breakdown of RWA-specific chains by @moomsxxx right here.
The tokenization of RWAs is the greatest and most obvious growth opportunity our industry has seen to date.
Trillions of $$$ in capital will move onchain, and fuel a new, programmable financial system built on decentralized base layers and composable DeFi primitives.
An internet-native financial system that is more accessible, efficient and inclusive than TradFi could ever be.
What I'm curious to see though, is which chain(s) will win this industry-defining battle as the world of finance (and beyond) is tokenized.
Will it be RWA-specific chains?
Solana?
Ethereum and its L2s? Base?
Hyperliquid, a.k.a. the "Everything Exchange"?
Maybe even MegaETH or Monad?
Imo the pie is huge, so there will likely be multiple winners.
But what is clear, is that the projects that do succeed, will easily add value in the hundreds of billions to their ecosystems, and that this narrative will give rise to new industry giants.
Definitely a sector worth watching and @Moomsxxx is among the best researchers in the space.
Make sure to drop a follow and DYOR.
QUOTING @Moomsxxx
RWA Chains Landscape Tokenized assets are booming, and so are the chains built to support them. Below is a comparison table and a short breakdown of four distinctive RWA chains: 1.) @plumenetwork 2.) @PlasmaFDN 3.) @convergeonchain 4.) @RaylsLabs Each takes a distinct approac
RWA Chains Landscape Tokenized assets are booming, and so are the chains built to support them. Below is a comparison table and a short breakdown of four distinctive RWA chains: 1.) @plumenetwork 2.) @PlasmaFDN 3.) @convergeonchain 4.) @RaylsLabs Each takes a distinct approac