According to @onchainpanini, JPMorgan flagged that RWA tokenization is stalling due to poor liquidity, market fragmentation, and technology barriers, underscoring structural frictions that limit institutional flow and execution quality; source: @onchainpanini. According to @onchainpanini, institutions want the operational efficiency of tokenization but are unwilling to bear the early-stage frictions, which caps near-term deployment and trading depth in RWA markets; source: @onchainpanini. According to @onchainpanini, Hex Trust and Clearpool Finance are building the institutional rails that could address these bottlenecks, highlighting custody, connectivity, and liquidity network build-out as the practical focus; source: @onchainpanini. According to @onchainpanini, the competitive edge will likely go to the first effective bridge provider, making execution-ready infrastructure a primary catalyst to watch for RWA adoption and trading volumes; source: @onchainpanini.

According to Milk Road, the market for Layer 1 blockchains (L1s) is expected to become increasingly fragmented, akin to social networks, suggesting that investing solely in one L1 is not advisable. This perspective highlights the importance of diversifying investments across different blockchain applications rather than concentrating too heavily on L1s. The report also references discussions with Avichal, emphasizing the strategic allocation between L1s and blockchain applications. These insights are crucial for traders looking to optimize their cryptocurrency portfolios by balancing investments between foundational blockchain infrastructures and emerging applications. Source: Milk Road.

According to Pentoshi, the cryptocurrency market has significantly evolved since the 'golden era' of 2017 and 2021, where markets saw 10x-50x-100x growths in liquidity. Currently, the market experiences high fragmentation with over 50,000 new launches daily, leading to dispersed liquidity and a PvP (player versus player) trading environment. These changes impact traders' ability to hold positions long-term, as cited by Pentoshi.