I’m going to write a multi-part, longer form essay on blockchain and the application for RWAs. I was thinking about the parts as follows: 1.) Why public blockchain matters (and why private blockchains don’t work). 2.) The three value props of blockchains: transactional efficiency, liquidity and financing. 3.) What RWA markets make sense - and what don’t - on blockchain. 4.) How to think about the value of L1 blockchains in the RWA space (and generally). Thoughts on this agenda/format? I'd use @provenancefdn as a reference, given @figure's use and it's dominance in the RWA space, but not write this pitching that chain, per se.