According to @cas_abbe, the World Gold Council is exploring a Digital Gold initiative, and with the gold market valued at over $15T, tokenizing even a fraction would instantly surpass the size of today’s DeFi and stablecoin markets (source: @cas_abbe). He states that in such a scenario BTC and ETH would function as settlement layers for trillions in real-world assets, shifting crypto from speculative instruments to core market infrastructure (source: @cas_abbe). He further argues this setup could drive a sharp expansion in on-chain liquidity, collateral availability, and user adoption—key catalysts traders monitor across BTC, ETH, and RWA tokens (source: @cas_abbe).

According to @ItsDave_ADA, Tom Lee said Wall Street wants 100% uptime and does not care about base-layer speed for Ethereum (ETH) because institutions can build their own Layer 2s, emphasizing reliability at the settlement layer over throughput, source: @ItsDave_ADA on X, Sep 1, 2025. The post adds that institutions have a positive voice in how upgrades are executed, underscoring governance alignment as a factor for institutional adoption, source: @ItsDave_ADA on X, Sep 1, 2025. For traders, this frames ETH’s investment case around uptime and L2 scalability rather than raw L1 speed, aligning portfolio focus with institutional priorities described, source: @ItsDave_ADA on X, Sep 1, 2025.

According to @GracyBitget, tokenized real-world assets will reshape global capital flows and bring trillions on-chain, making control of the settlement layer strategically decisive; source: @GracyBitget on X, Aug 22, 2025. She highlights Bitget’s RWA Index Perps as a key milestone toward that future, positioning them as an exchange-listed instrument tied to the tokenized RWA theme; source: @GracyBitget on X, Aug 22, 2025. For traders, this signals expanding access to RWA-themed derivatives on Bitget that can be used for focused exposure or hedging around the tokenized RWA narrative; source: @GracyBitget on X, Aug 22, 2025.

According to Cas Abbé, Ethereum total value locked has risen to $94.7B, marking the highest level since 2022, source: Cas Abbé on X. According to Cas Abbé, capital is flooding back into ETH DeFi, indicating renewed participation across the Ethereum ecosystem, source: Cas Abbé on X. According to Cas Abbé, ETH is being positioned as a settlement layer for global finance, underscoring its role beyond a medium of exchange, source: Cas Abbé on X. According to Cas Abbé, this combination of a 2022-high TVL and returning DeFi capital highlights strengthening on-chain conditions that traders tracking ETH and DeFi tokens may monitor, source: Cas Abbé on X.

According to Justin Sun, the TRON (TRX) network is being developed as the next-generation settlement layer for a broad range of assets, extending beyond stablecoins. Sun stated that this vision explicitly includes meme coins and other popular digital assets. In a specific strategic announcement, he declared an initiative to globalize the TRUMP token on the TRON platform. For traders, this move signals TRON's intent to capture the high-volume meme coin market, potentially increasing on-chain activity, transaction fees, and the utility of the TRX token if successful.