According to @GracyBitget, top VC and market making partners report losses on DAT exposure, altcoins remain structurally weak after the 10/11 shock, and exchange volumes have declined while some MMs faced liquidations, indicating fragile risk appetite, source: @GracyBitget on X. For trading, she advises cutting leverage, staying defensive, and for underexposed investors considering a staged BTC allocation while focusing on real infrastructure themes such as stablecoins, RWA, and payments that may not issue tokens, adding that this is neither a blind-buy opportunity nor a bull-market top, source: @GracyBitget on X.

According to Julian Kwan, only a small fraction of Bitcoin is earning yield, with about 7 billion deployed across on-chain BTC DeFi and roughly 3.8 billion in the Aave WBTC pool compared with a Bitcoin market of over 2 trillion, indicating the bottleneck is structural rather than demand (source: Julian Kwan on X). According to Kwan, IXS brings RWA backed yield to Bitcoin and Aave’s WBTC pool represents a major existing route for BTC yield, underscoring a large, underutilized base that could shift as structural access improves (source: Julian Kwan on X).

According to @ag_dwf, Falcon Finance launched a $50M ecosystem fund to back yield infrastructure, RWA integrations, structured products, and DEX builders that drive demand and composability for USDf on Ethereum (ETH) and BNB Chain (BNB), source: @ag_dwf. According to @ag_dwf, financing terms allocate 50 percent in immediate cash and 50 percent in vested FF tokens to align long term upside, source: @ag_dwf. According to @ag_dwf and Falcon Finance, the ecosystem reports $2.5B in TVL and $2.1B USDf supply as the base for new deployments, source: @ag_dwf.

According to @ag_dwf, Falcon Finance says it offers a 4% delta neutral yield on tokenized gold while keeping gold exposure intact and has been featured by Fortune Magazine for tackling a 4.6 billion tokenized gold gap (source: @ag_dwf citing Falcon Finance). According to @ag_dwf, the announcement frames tokenized gold as a yield-bearing RWA opportunity within DeFi (source: @ag_dwf). According to @ag_dwf, the post does not include mechanism specifics, risk terms, or token details and refers readers to Falcon Finance's announcement (source: @ag_dwf).

According to @julian2kwan, RWA vaults are set to surpass DeFi vault volumes as the Year of the Vault narrative accelerates in 2026, with DeFi vault TVL expanding from $6B to $15B+ and fintech frontends merging with DeFi backends to deliver 3-7% APY mainly in altcoins. Source: @julian2kwan. @julian2kwan separates two tracks: crypto-native DeFi vaults paying in crypto versus RWA vaults that bring tokenized fixed income on-chain for USD yields, noting the RWA addressable market is orders of magnitude larger. Source: @julian2kwan. @julian2kwan emphasizes institutions require regulated venues for RWAs, citing IxsFinance’s licenses and distribution integration with LINE as compliant rails that enable tokenized RWAs to power vaults with real BTC yields and bridge TradFi and crypto. Source: @julian2kwan.

According to @julian2kwan on X, 2026 is shaping up as the Year of the Vault, with DeFi vaults referenced as expanding from roughly $6B to $15B+ in TVL and delivering about 3 to 7 percent APY in altcoins, citing an Empire Podcast shared by @JasonYanowitz on X. According to @julian2kwan on X, there are two parallel tracks: DeFi vaults that run on-chain strategies for crypto-native assets with crypto-denominated yields, and RWA vaults that bring USD yields from tokenized fixed income on-chain, with the RWA addressable market described as orders of magnitude larger. According to @julian2kwan on X, institutional RWA flows require regulated venues rather than unregulated DeFi, and he cites IxsFinance licensing and integration with LINE for compliant distribution rails. According to @julian2kwan on X, tokenized RWAs can power vaults with real BTC yields, bridging traditional finance and crypto. According to @julian2kwan on X, traders should watch for RWA vault volumes to surpass DeFi vaults, implying a shift toward regulated RWA rails, USD yield products, and BTC-linked on-chain yield strategies if this thesis plays out.

According to @ambergroup_io, the Amber Premium team will take center stage at the Tokenized Capital Summit 2026 in Hong Kong, with SVP Jelena Zhang set to share insights on premium services, institutional client strategies, and how tokenization is shaping digital asset markets; source: @ambergroup_io; @TokenizedSummit. For traders, these stated topics point to institutional tokenization workflows and client execution as near-term focus areas, making any official event disclosures potential catalysts for tokenization infrastructure and digital asset service providers; source: @ambergroup_io; @TokenizedSummit. Watch for confirmed details on premium service offerings, institutional client strategies, or partnerships announced on-site or via official X channels to gauge potential impact on tokenized capital flows; source: @ambergroup_io; @TokenizedSummit.

According to @GracyBitget, NYSE and Nasdaq aligning on asset tokenization and on chain trading signals a structural shift that traders should price into RWA and tokenization narratives. According to @GracyBitget, the drive toward always on trading is aimed at Asian demand, implying deeper off hours liquidity and tighter execution windows on crypto rails and tokenized instruments. According to @GracyBitget, the key breakthrough is on chain settlement that compresses cross asset moves into a single signature within seconds, favoring venues that offer instant atomic settlement and reducing operational frictions. According to @GracyBitget, tokenized equities will likely be spot and unlevered, keeping risk appetite and innovation centered on digital asset infrastructure such as DeFi and institutional custody. According to @GracyBitget, regulation around RWA, stablecoins and on chain finance has matured into actionable frameworks, opening the door for compliance focused institutional participation and liquidity. According to @GracyBitget, on chain finance becoming a topic at Davos elevates its geopolitical relevance, suggesting traders monitor policy catalysts alongside flows into stablecoins and tokenized treasuries.

According to the source, a social media post dated Jan 19, 2026 claims the New York Stock Exchange has revealed a trading platform for tokenized stocks and ETFs, signaling potential expansion of regulated real world asset tokenization into mainstream markets, source: the social media post cited in the prompt dated Jan 19, 2026. The post does not include verifiable launch timing, regulatory approval details, settlement blockchain, or custody model, so the information remains unconfirmed for trading purposes, source: the cited social media post dated Jan 19, 2026. Traders should treat the tokenization and RWA theme as headline risk only and await an official NYSE or Intercontinental Exchange press release or SEC filing before repositioning, source: absence of official documentation referenced in the cited social media post dated Jan 19, 2026.

According to @justinsuntron, feedback from an HTX community event highlighted trading product directions such as CEX+DEX integration, RWA features, one-click LP creation, and tools enabling users to act as market makers; source: @justinsuntron, Jan 18, 2026. He stated that all HTX token listing approvals are under his direct oversight to curb corruption risks in listings and marketing, a policy relevant to listing cadence and market quality; source: @justinsuntron, Jan 18, 2026. He also amplified that a participant reported receiving an ETH airdrop during HTX promotions, indicating ongoing user acquisition efforts; source: @justinsuntron, Jan 18, 2026. He emphasized an ambition for HTX to drive innovation and maintain a strong trading community in 2026, signaling continued focus on liquidity and product expansion; source: @justinsuntron, Jan 18, 2026.

According to the source, Nasdaq-listed Figure has launched an On-chain Public Equity Network that enables investors to lend shares directly on the Provenance blockchain without traditional intermediaries; source: source post. This move brings equity lending on-chain via Provenance, linking stock market workflows to blockchain rails and highlighting real-world asset activity relevant to crypto market infrastructure; source: source post.

According to @CryptoKing4Ever, ONDO total value locked has crossed 2 billion dollars, signaling increasing capital moving into real-world asset infrastructure rather than speculation and marking an RWA shift unfolding in real time. Source: @CryptoKing4Ever on X, Jan 14, 2026. For trading, the same source implies TVL momentum is the primary signal to track for ONDO-related assets; monitoring whether TVL holds above 2B and continues to post week-over-week inflows can guide momentum and liquidity assessments for ONDO exposure. Source: @CryptoKing4Ever on X, Jan 14, 2026.

According to @EmberCN, Bitget’s on-chain US stock tokens (backed by Ondo) recorded $88 million in spot trading volume in the first week of December 2025, representing 73% of Ondo’s global tokenized US stock market share (source: @EmberCN on X, Jan 14, 2026). According to @EmberCN, total spot trading volume for December exceeded $1 billion, surpassing prior expectations (source: @EmberCN on X, Jan 14, 2026). Based on these reported figures, liquidity for Ondo-backed tokenized US equities appears concentrated on Bitget, a trading dynamic that can inform venue selection and order sizing for RWA exposure (source: analysis based on @EmberCN data on X, Jan 14, 2026).

According to Julian Kwan, IxsFinance has an active community of investors focused on growing the real world assets sector and hosts daily discussions for participants, source: Julian Kwan on X, Jan 14, 2026. According to Julian Kwan, he appeared on a WALLY_DAO show and emphasized that a strong, authentic community can make a meaningful difference for projects, source: Julian Kwan on X, Jan 14, 2026. According to WALLY_DAO, community outlasts narratives and remains steady even as markets change, positioning community strength as a key lens for evaluating RWA projects, source: WALLY_DAO on X, Jan 14, 2026. According to the posts by Julian Kwan and WALLY_DAO, traders can treat this increased public engagement by IxsFinance in the RWA niche as a sentiment data point when tracking tokenized asset protocols and related social activity, source: Julian Kwan and WALLY_DAO on X, Jan 14, 2026.

According to @GracyBitget, Bitget will continuously broaden support and deepen liquidity across tokenized stocks, commodities, and ETFs, source: @GracyBitget on X dated Jan 13, 2026. Bitget’s cumulative trading volume for tokenized stocks has approached 1 billion dollars, source: Dune Analytics dashboard wuligy slash ondo-global-markets via @lookonchain on X dated Jan 13, 2026. In December 2025, Bitget accounted for 89.1 percent of trading volume on Ondo Global Markets, source: Dune Analytics dashboard wuligy slash ondo-global-markets via @lookonchain on X dated Jan 13, 2026.

According to @CoinMarketCap, users can navigate to the Real World Assets category on CoinMarketCap via web or mobile and select Gold to view tokens, source: CoinMarketCap on X, Jan 13, 2026. The post states these listings are backed 1:1 by physical gold, source: CoinMarketCap on X, Jan 13, 2026.

According to @GracyBitget, Bitget has reached 1B trading volume in its tokenized stocks products, as stated in posts on X by Gracy Chen and the official Bitget account (source: https://twitter.com/GracyBitget/status/2008095908521734595; https://x.com/bitget/status/2007708448327397398). The milestone was announced on Jan 5, 2026 on X, confirming the reported cumulative turnover for tokenized stock trading on the exchange (source: https://twitter.com/GracyBitget/status/2008095908521734595).

According to @ag_dwf, DWF Labs’ gold trading arm delivered 1 kg of 999.9 gold and plans in 2026 to scale gold trading operations, expand gold reserves, and launch retail delivery starting from 1 kg. Source: @ag_dwf on X, Jan 5, 2026. The post also states there are additional real-world asset initiatives planned for 2026, indicating a broader RWA buildout roadmap. Source: @ag_dwf on X, Jan 5, 2026.

According to @GracyBitget, the 2026 crypto playbook centers on three investable tracks: DeFi rebuilding financial protocols, stablecoins reshaping cross-border payments, and RWA upgrading traditional financial products, emphasizing structural adoption over legacy channels (source: @GracyBitget on X, Dec 31, 2025). According to @GracyBitget, Bitcoin is now in its 16th year and exchanges have iterated through multiple cycles, but the real transformation is only beginning, indicating continued opportunity in protocol, payments, and tokenized asset infrastructure rather than policy-gated sectors (source: @GracyBitget on X, Dec 31, 2025). According to @GracyBitget, digital-native cohorts can capture edge via code, traffic, and consensus outside traditional structures, suggesting traders prioritize exposure to DeFi, stablecoin rails, and RWA themes as core allocations for the next cycle (source: @GracyBitget on X, Dec 31, 2025). According to @GracyBitget, she is fully allocated to crypto, signaling high conviction in these sectors and the ongoing structural shift of capital and talent into on-chain finance (source: @GracyBitget on X, Dec 31, 2025).

According to the source, BlackRock’s tokenized U.S. Treasury fund BUIDL has distributed $100 million in cumulative dividends since launching in March 2024, the first tokenized U.S. Treasury product to reach this milestone, source: the source. BUIDL provides tokenized exposure to cash, U.S. Treasury bills, and repurchase agreements on Ethereum via Securitize, positioning it as a key on-chain yield reference within the RWA sector, source: BlackRock March 2024 product announcement and Securitize disclosures.