According to Julian Kwan, the past month saw BTC fall about 40% while tokenized U.S. Treasury RWAs continued paying yields without interruption, and he says some sophisticated traders rotated from BTC into tokenized treasuries and are now up. Source: @julian2kwan on X, Nov 22, 2025. He adds that BTC still leads market sentiment and that combining crypto with RWA can create a value-creation flywheel with new use cases in lending, borrowing, cross-collateralization, and structured debt and equity. Source: @julian2kwan on X, Nov 22, 2025. He states that IxsFinance focuses on real world asset tokenization and offers a BTC real yield product that lets BTC holders earn USD interest in RWAs. Source: @julian2kwan on X, Nov 22, 2025. He frames the current pullback as a buying opportunity for larger investors and positions tokenized treasuries as a defensive yield sleeve relative to BTC volatility. Source: @julian2kwan on X, Nov 22, 2025.

According to Cas Abbé, Lorenzo Protocol ($BANK) is described as an institutional-grade on-chain asset management platform enabling tokenization of financial products, with a reported TVL of $590M and 27%+ APY; its token $BANK is listed on Binance with a $19.4M fully diluted valuation and 100% of tokens in circulation. Source: Cas Abbé on X. For traders, these reported metrics provide reference points for liquidity via $590M TVL, yield via 27%+ APY, market access via a Binance listing, and supply status via 100% circulation. Source: Cas Abbé on X.

According to @CryptoKing_2020, Trovio’s CorTenX provides an enterprise-grade registry covering carbon credits, renewable energy, and biodiversity units, source: @CryptoKing_2020. The post states CorTenX delivers real-time, API-first tracking with full lifecycle transparency designed for institutional and government use, source: @CryptoKing_2020. The announcement highlights compliance with SOC 2, ISO 27001, and GDPR/CCPA, signaling a regulated infrastructure stack for tokenized environmental assets, source: @CryptoKing_2020. It also notes Trovio powers real-world tokenization such as the Perth Mint Gold Token (PMGT), source: @CryptoKing_2020; source: trovio.io. For trading context, the cited features and compliance profile are relevant when assessing exposure to PMGT and environmental-asset RWA infrastructure, source: @CryptoKing_2020.

According to @CryptoKing4Ever, small float RWA token ONDO is drawing heavy trading volume alongside larger names, with LINK leading overall volume while ONDO climbs quickly within the RWA segment, signaling rising market attention to tokenization plays (source: @CryptoKing4Ever, X post on Nov 16, 2025). The author also asks whether ONDO could overtake PAXG this week, highlighting a near term relative strength focus within RWA assets for traders tracking volume leadership and liquidity concentration (source: @CryptoKing4Ever, X post on Nov 16, 2025).

According to @_RichardTeng, BlackRock’s BUIDL is now accepted as off-exchange collateral for trading on Binance, a step described as a pivotal milestone that aims to make access more accessible and efficient for institutions and traders, source: Richard Teng on X. Binance published an official blog post for further details on the collateral acceptance of BUIDL for off-exchange use, source: Binance blog.

According to @0xferg, the view that 100% of unique assets will trade as NFTs signals Immutable’s strategy to scale NFT markets and its zkEVM and IMX-centric infrastructure focus, source: Robbie Ferguson on X. Immutable and Polygon Labs opened Immutable zkEVM mainnet access in 2024 to reduce costs and increase throughput for game and NFT transactions, a core catalyst traders should track for network usage, source: Immutable official blog. Ethereum’s Dencun upgrade in March 2024 lowered L2 data costs via blobs, materially reducing average fees for NFT mints and trades on L2s and improving marketplace unit economics, source: Ethereum Foundation. Institutional tokenization advanced with BlackRock’s USD Institutional Digital Liquidity Fund BUIDL launching on Ethereum in 2024, reinforcing the on-chain asset thesis that can support liquidity rails used by NFTs, source: BlackRock. For trading, monitor IMX around major game catalysts such as the 2024 Guild of Guardians launch and track NFT marketplace volumes and unique buyers across Ethereum and L2s as demand proxies, source: Guild of Guardians; DappRadar Industry Report. Risk management should incorporate regulatory precedent from the SEC’s 2023 Impact Theory NFT settlement when sizing exposure to NFT-linked tokens and collections, source: U.S. Securities and Exchange Commission.

According to @julian2kwan, despite extreme fear in sentiment, the regulatory and macro backdrop is the strongest of the cycle and points to a timing delay rather than a breakdown, setting up for a potentially explosive 2026. source: @julian2kwan on X, Nov 14, 2025 He cites concrete catalysts: MiCA rules are phasing in across the EU, providing compliance clarity that supports institutional participation and market depth. source: @julian2kwan on X, Nov 14, 2025 He notes Hong Kong has live spot BTC and ETH ETFs, more licensed venues, and a stablecoin bill in place, expanding regulated demand channels in Asia. source: @julian2kwan on X, Nov 14, 2025 He adds that Japan’s major financial institutions plan 24/7 tokenized stock trading by 2026, broadening tokenization liquidity and settlement windows. source: @julian2kwan on X, Nov 14, 2025 On RWAs, he highlights BlackRock’s BUIDL at multi‑billion scale, tokenized Treasuries and credit growing, the DTCC × Chainlink fund-data pilot, and JPMorgan’s first tokenized private fund flow as evidence that trading and settlement plumbing is maturing. source: @julian2kwan on X, Nov 14, 2025 He further references ISDA and Project Guardian work on tokenized bank liabilities, enabling on‑chain settlement rails that can channel larger capital pools into crypto‑adjacent assets. source: @julian2kwan on X, Nov 14, 2025 For US policy, he states the GENIUS Act for stablecoins is now law, creating federal rails for dollar‑on‑chain settlement, and that the SEC is actively narrowing the gray zone on what is or isn’t a security, which he views as a catalyst for capital formation. source: @julian2kwan on X, Nov 14, 2025 From a market-structure lens, he says digital asset trusts (DAT) are trading near MNAV and leverage is light, implying more resilient consolidation before the next leg. source: @julian2kwan on X, Nov 14, 2025 On flows, he points to steady RWA AUM growth across tokenized Treasuries, money market funds, and bonds, citing charts from rwa.xyz. source: @julian2kwan on X, Nov 14, 2025 He concludes that crypto tracks the business cycle and this one is extended, not broken, reinforcing a 2026 breakout setup and potential outperformance versus BTC and ETH by selected strategies he follows. source: @julian2kwan on X, Nov 14, 2025

According to @secondswap_io, the team stated they are building toward a transparent, regulated, tokenized on-chain future, confirming active work on compliant tokenization infrastructure, source: @secondswap_io on X, Nov 14, 2025. For traders, the post highlights a clear focus on regulated on-chain tokenization, and no specific product, token, or launch timeline details were provided, so monitoring official updates is necessary for actionable milestones, source: @secondswap_io on X, Nov 14, 2025. The announcement does not disclose a token ticker, regulatory jurisdiction, or partnerships, limiting immediate fundamental analysis and requiring further confirmations from official channels, source: @secondswap_io on X, Nov 14, 2025.

According to @jessepollak, three builder projects stood out this week: Texture focusing on onchain memberships, Base City combining AI agents with board games, and Sugone working on tokenized agricultural commodities, highlighting active themes in the Base ecosystem for market monitoring. Source: @jessepollak on X: x.com/jessepollak/status/1989094251997872455 According to @jessepollak, the 'jessexbt' AI assistant is now live 24/7 to support builders, signaling ongoing tooling efforts that can catalyze activity around Base-native projects. Source: @jessepollak on X: x.com/jessepollak/status/1989094251997872455 According to @jessepollak, no token tickers, launch timelines, or liquidity details were disclosed in the post, so traders should treat this as a sector spotlight across onchain memberships, AI gaming agents, and tokenized agricultural RWAs within Base rather than a token announcement. Source: @jessepollak on X: x.com/jessepollak/status/1989094251997872455

According to @CoinMarketCap, Singapore’s central bank will pilot issuing tokenized MAS Bills to primary dealers with settlement in a central bank digital currency, and the managing director stated tokenization has moved out of the lab into the real world, source: CoinMarketCap tweet, Nov 13, 2025. MAS Bills are short-term Singapore-dollar securities issued by the Monetary Authority of Singapore for money market operations, positioning them as a core real-world asset for tokenization, source: Monetary Authority of Singapore website on MAS Bills. MAS has previously conducted tokenization pilots under Project Guardian with financial institutions to test on-chain asset issuance and settlement, providing foundational rails for this trial, source: Monetary Authority of Singapore Project Guardian publications. For traders, this CBDC-settled government bill pilot in a major Asian hub is a concrete catalyst to track for RWA tokenization narratives and regulated DeFi infrastructure during Asia trading hours, source: CoinMarketCap tweet; Monetary Authority of Singapore announcements.

According to @ag_dwf, a live X discussion is underway on how Falcon Finance and xStocks are unlocking crypto-native yields for traditional finance assets and driving product innovation, with the session referenced by FalconStable’s post at x.com/FalconStable/status/1988954852643504388 (source: @ag_dwf on X; source: FalconStable on X).

According to the source, a social media post on Nov 13, 2025 claims a Nasdaq-listed entity named 'Solana Company' plans to tokenize its shares via Superstate's Opening Bell platform to enable 24/7 trading and real-time settlement, source: social media post on X dated Nov 13, 2025. The post provides no issuer ticker, SEC filing reference, launch date, or regulatory approval details, leaving the announcement unverified at this time, source: social media post on X dated Nov 13, 2025. Traders should wait for an official issuer release, an SEC 8-K or prospectus supplement, and confirmations from Nasdaq or Superstate before positioning on tokenized-equity or RWA narratives, source: social media post on X dated Nov 13, 2025.

According to @CoinMarketCap, Franklin Templeton has expanded its Benji tokenization platform to the Canton Network, enabling the asset manager's tokenized funds to be used as collateral within Canton's institutional blockchain infrastructure (source: @CoinMarketCap). This update specifically covers collateralization of tokenized funds on the Canton Network's institutional blockchain infrastructure (source: @CoinMarketCap).

According to @jayantramanand, in 2019 regulated funds struggled to meet custody requirements for on-chain assets under traditional rules, and by 2021 he helped structure a staking fund on a 2-and-20 model because institutions needed help accessing crypto yields amid complex infrastructure. Source: @jayantramanand on X, Nov 11, 2025. He states that by 2025 institutions directly self-custody crypto and major banks offer crypto custody, with a transition that took a decade in online stock trading occurring in crypto within five years. Source: @jayantramanand on X, Nov 11, 2025. He adds that the top 10 asset managers now control 34% of global AUM, up from 26% twenty years ago, highlighting accelerating consolidation that can trap strong managers geographically. Source: @jayantramanand on X, Nov 11, 2025. He cites a credit fund manager with consistent 18% returns who cannot serve clients outside their home market without heavy infrastructure spend, framing the constraint as distribution pipes rather than performance. Source: @jayantramanand on X, Nov 11, 2025. He proposes tokenizing fund expertise so the same strategies, under the same compliance, become globally accessible with minimums dropping from $100k to $1k and the ability to serve markets like Singapore from Mumbai without opening offices. Source: @jayantramanand on X, Nov 11, 2025. He concludes that institutional-grade blockchain rails now exist to make any fund globally accessible, and the remaining gap is whether mindsets evolve as fast as the technology. Source: @jayantramanand on X, Nov 11, 2025.

According to the source, the Hong Kong Monetary Authority (HKMA) unveiled its FinTech 2030 strategy, naming three policy pillars: real-world asset tokenization, e-HKD, and Project Ensemble (source: Hong Kong Monetary Authority, FinTech 2030 strategy). These priorities define the scope for industry pilots and regulated market infrastructure for tokenized assets and HKD digital settlement in Hong Kong, providing traders with a clear policy roadmap for tokenization and CBDC-related rails in the region (source: Hong Kong Monetary Authority, FinTech 2030 strategy).

According to the source, an X post reports that Bank Negara Malaysia has launched a 3-year asset tokenization roadmap; this claim requires confirmation from an official announcement before trading decisions are made. Source: user-provided X post dated 2025-11-01. This report has not been independently verified via Bank Negara Malaysia’s press releases or notices, so traders should wait for a primary source and monitor the BNM press room and official channels for validation. Source: Bank Negara Malaysia official site bnm.gov.my (Press Releases/Notices). If confirmed, the most relevant trading angles would be RWA tokenization narratives, Asia-session liquidity in Malaysia-linked venues, and regulatory catalysts similar to prior central bank-led pilots that elevated RWA attention; monitor headline risk and volumes around RWA infrastructure names. Source: Monetary Authority of Singapore Project Guardian publications noting institutional tokenization pilots (mas.gov.sg, 2023–2024).

According to the source, tokenization platform tZero plans to go public in 2026. Source: X post, Oct 27, 2025. The source also states this aligns with a broader wave of crypto firms pursuing IPOs as U.S. regulations become clearer. Source: X post, Oct 27, 2025.

According to the source, real-world asset tokenization is moving from hype to regulated, institution-backed finance. BlackRock launched BUIDL, a tokenized U.S. dollar liquidity fund on Ethereum with Securitize as transfer agent, marking blue-chip entry into on-chain funds (source: BlackRock press release, Mar 20, 2024). J.P. Morgan’s Tokenized Collateral Network executed a live transaction using tokenized BlackRock money market fund shares as collateral for Barclays, demonstrating regulated collateral use on-chain (source: J.P. Morgan press release, Oct 11, 2023). Franklin Templeton’s Franklin OnChain U.S. Government Money Fund records share ownership and processes transactions on public blockchains under SEC oversight, evidencing compliant fund operations on-chain (source: Franklin Templeton press release, Apr 25, 2023). Singapore’s MAS expanded Project Guardian pilots for tokenized funds, bonds, and FX with regulated institutions like DBS and J.P. Morgan, enabling institutional DeFi under supervisory sandboxes (source: Monetary Authority of Singapore media releases, 2023–2024). Hong Kong issued multi-currency tokenized green bonds under the HKSAR Government programme, settling via regulated market infrastructure and DLT, showcasing sovereign-grade tokenization (source: Hong Kong Monetary Authority press release, Feb 7, 2024). The UK’s HM Treasury–backed Technology Working Group published a fund tokenisation blueprint endorsed by the FCA, paving regulated pathways for tokenised fund structures (source: UK Technology Working Group report supported by HM Treasury and FCA, Nov 2023). In the EU, tokenised financial instruments fall under MiFID II while MiCA governs other crypto-assets, clarifying the regulatory perimeter for RWA issuance and trading (source: Regulation (EU) 2023/1114 MiCA and MiFID II; European Commission/ESMA guidance, 2023). Trading take: These milestones validate on-chain T‑bill and money market yields, tokenized collateral, and regulated fund rails becoming investable, with direct implications for DeFi liquidity, stablecoin demand, and Ethereum (ETH) settlement usage; monitor inflows to tokenized funds (e.g., BUIDL), MAS/UK pilot timelines, and TCN collateral use cases for directional signals (sources: BlackRock 2024; J.P. Morgan 2023; MAS 2023–2024; UK TWG 2023).

According to the source, economist Peter Schiff said on CounterParty TV that if he had bought Bitcoin when he first heard about it, it would have been the most profitable trade of his career and, in hindsight, he should have done so, source: CounterParty TV on X, Oct 23, 2025. He also stated that most investors will ultimately lose money on Bitcoin, underscoring his bearish stance on BTC, source: CounterParty TV on X, Oct 23, 2025. Schiff announced a tokenized gold platform and a new neobank enabling payments in gold via a debit card that automatically sells gold at settlement, source: CounterParty TV on X, Oct 23, 2025. He added the service will offer gold‑denominated accounts and payment tools, source: CounterParty TV on X, Oct 23, 2025.

According to @EmberCN, Sei’s recent official messaging centers on real‑world asset (RWA) collaborations with traditional asset managers including BlackRock, Apollo, Hamilton Lane, and Brevan Howard, positioning SEI to differentiate among L1s via tokenization strategy (source: @EmberCN). The approach described is to tokenize select funds managed by these firms and deploy them on Sei, enabling on‑chain investing, holding, and trading of those tokenized funds for users (source: @EmberCN). The author highlights that RWA’s key trading edge is DeFi composability—such as pledging tokenized fund positions to borrow while retaining fund yield—creating multiple structured yield paths (source: @EmberCN). To activate liquidity for these assets, Sei has introduced the lending protocol Morpho on Sei; Morpho reportedly holds $12B in user deposits and ranks third among lending protocols after Aave and Sky, setting the stage for on‑chain liquidity flywheel effects (source: @EmberCN). For traders, the setup implies watching for RWA listings on Sei, Morpho market utilization on Sei, and chain‑level liquidity/TVL traction as near‑term catalysts, as framed by the source (source: @EmberCN).