BlackRock’s entry into RWA signals the start of the bull run
I’ve cemented my RWA thesis and am prepared for the biggest run this year
Here are my 11 hidden gems + a dark horse to catch the 100x 🧵👇
What’s the RWA hype all about?
The tokenisation of Real World Assets (RWA) has long been considered the ‘holy-grail’ of blockchain tech
RWA tokens have transformed the DeFi landscape with their ability to turn any illiquid asset into tradable financial assets
As investors and institutions like BlackRock grasp this potential, the market is set to explode and be a $16T Business by 2030!
The benefits of RWA are huge! Here's why it's revolutionary:
DeFi users can access yields and opportunities from real-world businesses.
Real-world businesses can access new and fresh liquidity while onboarding millions of users across the globe.
The tokens are easy to track and audit, which makes them extremely transparent
As being pioneers in adopting Bitcoin ETFs, BlackRock is setting the stage for other funds to follow suit.
Coinbase has already announced that they will be providing infrastructure for @BlackRock and @Securitize -
With the RWA crypto ecosystem in its early stages, now is the perfect time to discover projects with massive upside potential
Projects to keep an eye on
While everyone's focused on the big players right now, I've done my research and found the next wave of low-cap RWA projects that you need to know about
Let’s get into it.
$PLUME
@plumenetwork token is not yet live and this is one of my best pick amongst all RWA plays.
No doubt that they will have a strong launch, I would be keeping my eyes peeled for Plume’s (incentivized) testnet and make sure you follow them and bookmark my thread kek
[dont quote me]
Here’s why:
First RWA L2 building on Arbitrum Nitro tech stack
First RWA modularity DA with @CelestiaOrg
First full stack compliance tool integrated into their L2
Secured one of the best partnerships in the space @PolyhedraZK @eigenlayer @axelarnetwork @biconomy
Stacked team from @binance @LayerZero_Labs @coinbase @jpmorgan
Ecosystem already growing to more than 55 projects and stacking more everyweek
Best part is my friend @2lambro says he needed more exposure
$RIO
First of all, let’s talk about the @realio_network ($RIO)
Realio is an end-to-end, blockchain-based SaaS platform for the issuance, investment, and life-cycle management of digital securities and cryptoassets.
Throughout the building of the project, there have been numerous developments.
Despite this, the project has emerged as one of the top-notch projects in the RWA industry.
In just a week, they managed to get listed on 3 exchanges.
The price surged and they’re soon to break their ATH of 5$
The team has made some pretty insane progress since 2020, and they're positioned very well for this narrative
$IXS
You can’t talk about RWA’s and not mention $IXS
@IxSwap merges DeFi with CeFi compliance, enabling secure trading of security tokens and fractionalized NFTs.
Hailed as the "Uniswap" of RWAs, IXS will offer swaps for tokenized stocks (TSOs) and security tokens (STOs).
$IXS happens to be the first RWA broker dealer and exchange globally to fully intergate with Coinbase WEB3 Wallet and BASE.
With a TVL of $2.6M and a market cap still sitting under $140M, $IXS shows very promising potential
$SMT
@SwarmMarkets is a blockchain platform offering digitalization and trading solutions for traditional finance.
It encrypts physical assets legally, including US Treasury bonds and stocks.
Their team just recently announced signing an MoU to catalyze retail invester adoption of RWAs
A low marketcap of $30M and a 900% increase under a month for the token shows there’s alot more it can offer
What they're building towards goes pretty deep.
$CPOOL
@ClearpoolFin is a decentralized capital markets ecosystem, where institutional borrowers can access unsecured loans directly from the DeFi ecosystem
$CPOOL is up 15x since November and the BlackRock RWA hype has pushed it further
They currently have a market cap just under $150M and the token has went up by 200% in a week
Recently, Euronext-listed leading global trading firm @FlowTraders became the latest institution to use ClearpoolPrime for borrowing stablecoin
It’s safe to say they’re riding this RWA trend thoroughly
$GB
@grandbase_fi is a decentralized spot synthetic RWA market designed to provide the ability to purchase securities without owning the actual underlying asset.
It’s also the first RWA on Base.
There's a strong possibility that Base will give substantial support for RWA projects, and Grand Base is showing resilience.
It only has a marketcap of $45M currently and has huge upside to offer given the recent developments
Other Hidden Gems
While the RWA space is rapidly evolving, spotting early-stage projects with huge potential can be crucial.
Here are some other lesser known small-cap projects you need to keep under the radar -
$5IRE - First RWA and sustainability layer with a $10mil grant being given to project that build on them and incredibly they are at a sub $10M MC, super gem here. @5ireChain mainnet coming in June
$BKN - Brickken transforms tokenization or Real World Assets (RWA) and asset management with its comprehensive Token Suite. @Brickken \MarketCap-$23M
$UBXS - The @Bixosinc utility token created by Bixos aims to connect the physical and virtual worlds through innovative applications of blockchain technology. MarketCap-$22M
$TRVL - @DtravelDAO is a peer-to-peer vacation rental ecosystem powered by its native token TRVL. MarketCap -$30.4M
$BOSON - @BosonProtocol is a decentralized commerce layer of Web3 that facilitates the tokenization, transfer, and trade of physical items as redeemable NFTs. MarketCap-$105M
$KLIMA - @KlimaDAO is building the infrastructure for a transparent, neutral and public digital carbon market to accelerate climate finance globally.
MarketCap - $32.5M
$LAND - @Landshareio turns real-world properties into asset-backed yield bearing, and fully tradeable Asset Tokens on the Binance Smart Chain. MarketCap-$24.3M
$SOB - @OnSecured help’s web2 companies become web3 by tokenizing their assets and storing their information on the blockchain. MarketCAP - $1.6M
What can you expect?
The RWA Industry is poised for significant growth due to the high involvement of financial institutions, which is expected to increase further.
As time progresses, more financial institutions, companies, and structures will likely adopt tokenization.
Take HSBC, one of the biggest banks in UK, for instance. Just yesterday, they hit the headlines as the first bank to create a RWA for retail.
This groundbreaking move signals a major shift in #TradFi, paving the way for RWA mainstream adoption.
Twitter: https://twitter.com/arndxt_xo/status/1773335113604235639
Isn't Blackrock utilizing ETH for this?
Thanks man. Great thread as always.