Your Guide to Real World Assets & Tokenization.
Joined August 2020
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good morning RWAers.
enjoy ur Sunday.
My gran still refuses to use online banking.
She’ll walk down to the branch, queue up, sign the cheque , and take her paper receipt.
Not because she doesn’t know how the app works
but because she doesn’t trust it.
And truthfully, she’s not wrong to feel that way.
It took decades for people to believe that digital money was still real money.
The tech moved faster than the trust ever did.
That’s exactly where we are with RWAs right now.
We’re asking the world to believe that assets, income, and settlement can exist onchain
that code can handle what custodians and lawyers used to.
But that kind of belief takes time.
Trust doesn’t migrate at the speed of innovation.
It moves at the speed of proof.
People don’t need new tech
they need visible, repeatable evidence that it actually works.
It took online banking 20 years to earn that trust.
RWAs will get there faster, but not instantly.
Because technology evolves in code,
but belief evolves in generations.
My gran still refuses to use online banking.
She’ll walk down to the branch, queue up, sign the cheque , and take her paper receipt.
Not because she doesn’t know how the app works
but because she doesn’t trust it.
And truthfully, she’s not wrong to feel that way.
It took decades for people to believe that digital money was still real money.
The tech moved faster than the trust ever did.
That’s exactly where we are with RWAs right now.
We’re asking the world to believe that assets, income, and settlement can exist onchain
that code can handle what custodians and lawyers used to.
But that kind of belief takes time.
Trust doesn’t migrate at the speed of innovation.
It moves at the speed of proof.
People don’t need new tech
they need visible, repeatable evidence that it actually works.
It took online banking 20 years to earn that trust.
RWAs will get there faster, but not instantly.
Because technology evolves in code,
but belief evolves in generations.
Control the asset and you win the market.
Control the settlement layer and you become the market.
The real competition in RWAs isn’t over assets.
It’s over settlement.
Everyone’s obsessed with tokenizing (including me), but I feel the real leverage sits in how value clears between fiat and chain.
That’s the layer that decides who defines “finality.”
Because tokenization is cosmetic without reconciliation.
The data might be onchain, but the money still moves off it.
Stablecoins solved movement.
Programmable settlement solves truth
instant clearing, native reporting, and embedded compliance that doesn’t depend on human honesty.
Control settlement, and you don’t just move capital, you govern its logic.
The RWA revolution won’t be defined by what gets tokenized.
It’ll be defined by who dictates where and how it settles.
That’s the foundation every other layer will build on.
And gm.
The real competition in RWAs isn’t over assets.
It’s over settlement.
Everyone’s obsessed with tokenizing (including me), but I feel the real leverage sits in how value clears between fiat and chain.
That’s the layer that decides who defines “finality.”
Because tokenization is cosmetic without reconciliation.
The data might be onchain, but the money still moves off it.
Stablecoins solved movement.
Programmable settlement solves truth
instant clearing, native reporting, and embedded compliance that doesn’t depend on human honesty.
Control settlement, and you don’t just move capital, you govern its logic.
The RWA revolution won’t be defined by what gets tokenized.
It’ll be defined by who dictates where and how it settles.
That’s the foundation every other layer will build on.
And gm.
It’s nearly 2026, and billions of people still have to wait for the US to wake up before they can trade the best financial markets.
Trading hours and markets that close are outdated.
Tokenized assets will be better for everyone, with instant settlement and 24/7 availability.
RWA’s & Chill | Episode 20
Friday 7th November, 12pm UTC.
Speakers include:
@IxsFinance
@DuskFoundation
@edeldotfinance
Turn on reminders below ⬇️
You can feel it, the RWA sector is splitting in two.
On one side, Institutional rails:
compliance-first, audit-heavy, offchain yield, everything SEC-ready.
On the other, Crypto-native rails:
composability-first, liquidity-led, open-by-default.
Both are solving the same problem from opposite ends of the trust spectrum.
Institutions are building to protect trust.
Protocols are building to replace it.
The tension between those two forces is exactly where the next layer of infrastructure will form.
The projects that matter won’t choose sides.
They’ll be bilingual - fluent in regulation and code, trusted by institutions but composable enough for defi.
The endgame is onchain native conversion
moving between fiat and stablecoins without touching traditional banks.
Smart-contract settlement.
Instant finality.
Regulatory logic built into the rails themselves.
That’s what Circle, Stripe, and Visa are already piloting with USDC.
Every transaction starts with an entry point.
On-ramps and off-ramps are how money crosses between two systems that speak different languages - fiat & crypto.
Right now, most are still centralized: exchanges, payment APIs, fintech gateways.
They work… but they depend on slow, legacy banking rails.