$sLINK - ShareLink
@SLINKsol
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$sLINK - ShareLink
242 subscribers
$sLINK - ShareLink
https://x.com/SLINKsol/status/2042963730275651966?s=20
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ShareLink (@SLINKsol) on X
The shift isn’t starting with crypto.
It’s starting with capital.
Trillions in real world assets are beginning to move, treasuries, credit, real value.
Not because the assets changed.
Because the rails did.
And most of that shift isn’t visible yet.
It’s…
$sLINK - ShareLink
https://x.com/SLINKsol/status/2043005226647433723?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
RWAs are still early.
But this won’t be decided in the next few months.
It’s a 3 - 5 year story.
The infrastructure is still forming.
Capital is still finding its way in.
$SLINK is positioned around that idea, giving exposure to Securitize as it continues…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2043272226850419113?s=20
X (formerly Twitter)
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RWAs aren’t just growing, they’re stabilizing.
The past year hasn’t only been about bigger numbers,
but about a shift in the type of capital entering the space.
Not long ago, most activity came from pilot programs.
Small allocations, controlled environments…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2043338099615506769?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Most of the RWA growth so far has been driven by Treasuries.
Not because they’re the most exciting,
but because they’re the easiest place for institutions to start.
Low risk. Familiar structure. Clear regulation.
But that also limits the upside.
The bigger…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2043371258939584589?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Crypto is full of narrative tokens.
Great story. Strong marketing.
But no real connection to anything underneath.
$SLINK took a different approach.
No presale. No team allocation.
Launched fairly on Solana.
More importantly, there’s actual alignment behind…
$sLINK - ShareLink
https://x.com/SLINKsol/status/2043639443030974626?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
One of the more interesting angles in this market is exposure without execution risk.
You’re not the one building the infrastructure.
You’re not structuring the deals or managing the assets.
But you can still benefit from the growth happening underneath.…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2043693574974218399?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Institutional capital is already moving into RWAs.
Platforms like Securitize are seeing real allocation but for most retail, access is still limited.
High minimums.
Accreditation barriers.
Complex structures.
So while the market is growing, participation…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2043953243642790319?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Most people see RWAs as a way to earn yield.
And that makes sense.
That’s how it started, stable returns, familiar assets, nothing too complex.
But that’s only part of the story.
It’s not just about earning from assets…
it’s about owning them.
Imagine…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2044053684728873149?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
A week ago, the focus was interoperability.
Now it’s clear
RWAs are already going multichain.
Assets are showing up across different networks,
not because it’s seamless,
but because it has to happen.
Each chain offers something different:
Liquidity, users…
$sLINK - ShareLink
https://x.com/SLINKsol/status/2044088272482103635?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
The RWA space is getting more complex every month.
New protocols, new strategies, new layers of infrastructure,
it’s all expanding fast.
But that complexity comes with trade-offs.
$SLINK takes a different path:
keep it simple.
No presale.
No team allocation.…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2044357608853672149?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Private credit is 61% of tokenized RWAs by composition.
That's the dominant asset class in the space everyone keeps calling a liquidity revolution.
But if you try to exit a tokenized private credit position before maturity, good luck. The secondary market…
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4
$sLINK - ShareLink
https://x.com/SLINKsol/status/2044423760057364611?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Everyone tracks which assets get tokenized next. The issuer announcements get all the attention.
Nobody prices in what happens before any of that capital moves.
Every tokenized RWA needs investor verification before a token can legally transfer. KYC, AML…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2044474838220251219?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Issuance was the first problem. Getting assets onchain, finding the right legal structure, convincing institutions to sign off.
That part is mostly solved.
What's starting to happen now is different. Trading activity picking up. Perps markets developing.…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2044708059776233877?s=20
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$sLINK - ShareLink
https://x.com/slinksol/status/2044747641838514335?s=46
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Most RWA conversations focus on what's happening onchain.
The interoperability problem with traditional banking infrastructure gets almost no coverage.
ISO 20022 is the messaging standard global banks use for payment and settlement instructions. SWIFT migrated…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2044827107159650640?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Tokenized equity without voting rights is an interesting tradeoff.
You get exposure,
but not control.
For institutions, that might be enough.
They’re not always looking to influence decisions, they’re looking for access, liquidity, and positioning.
Especially…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2045070412690681879?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Tokenized treasuries, private credit, real estate these pull in institutional capital that moves on completely different cycles.
Pension fund quarterly rebalances. Insurance company mandate shifts.
Sovereign wealth allocations.
This money doesn't chase…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2045110250634621170?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Pension funds are starting to buy tokenized life insurance payouts.
That used to be a completely illiquid market.
You paid premiums for years,
and the only outcome was a payout to beneficiaries.
No secondary market. No way to access that value early.
Tokenization…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2045187439900418539?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
Capital allocation follows infrastructure ownership.
Securitize processes $30B+ in tokenized assets.
BlackRock's BUIDL, Morgan Stanley's tokenization stack, Franklin Templeton's OnChain fund, all running on their rails.
When they IPO, institutional shareholders…
$sLINK - ShareLink
https://x.com/SLINKsol/status/2045377797414178932?s=20
X (formerly Twitter)
ShareLink (@SLINKsol) on X
The compliance infrastructure arms race is reshaping who wins RWA distribution.
Singapore's MAS guidelines don't match EU's MiCA implementation.
Hong Kong's SFC requirements differ from both. The US creates another set of rules entirely.
Most tokenization…
$sLINK - ShareLink
https://x.com/slinksol/status/2045442222045495797?s=46
X (formerly Twitter)
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Settlement mismatch is creating the next systemic risk in tokenized assets.
Traditional treasuries settle T+2. Their tokenized versions trade 24/7 onchain. When a tokenized fund needs to meet weekend redemptions, the underlying assets are locked in settlement…
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