
You definitely nailed it. There are several ways to win this, and infra is the best bet imo. Just look at this, tokenized RWAs are ~$38.5B on-chain today, up from ~$5 - 6B in early 2025. Holders jumped ~54% in 30 days. Street still maps $2T–$30T from here. The 3 rails I’d prioritize: 1. Settlement chains - ETH still holds the most value, SOL is adding holders fastest 2. Oracles / interoperability - Chainlink (CCIP + institutional rails) 3. Issuers - Ondo + Securitize, the ones actually putting assets onchain Now, hear this, @MettaRWA is the early operating-layer version of the same thesis: ✅escrow, ✅payments, and ✅live businesses instead of just wrapping a T-bill. The truth is, Infra captures the whole market. Assets capture one slice. NFA ofc.


