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the thing i keep coming back to is this. RWAs aren’t really a “sector” inside crypto. they sit underneath everything else. more like infrastructure than a narrative. the biggest wins here probably won’t even look like crypto at first. they’ll look like normal businesses doing normal things, just with better rails underneath them. cheaper capital, clearer reporting, faster settlement, less friction. most of them won’t even market themselves as RWA projects. they’ll just quietly run onchain in the background.
that’s why the opportunity feels so big. it’s not about crypto’s market size. it’s about business finance as a whole. credit, insurance, real estate, energy, trade finance. these are massive markets that already exist and already move real money every day. the edge here is understanding how these systems work today, where they break down, and why better rails actually help. when you look at it like that, the whole thing stops feeling vague and starts feeling… inevitable.
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