RWA tokenization is the overlooked driver of medium-term allocation

Revisit assumptions weekly; markets change faster than slogans.

The healthier setup is alignment: weekend thin books improving while stablecoins stays orderly.

That debate sits next to today’s market focus around “Ondo Backs Spout Plan for No.”

In practice, RWA tokenization and protocol revenue interact before price fully reflects either one.

Improvements in staking yields without confirmation from validator economics tend to fade faster.

Builders and treasuries should track staking yields even when social feeds obsess over validator economics.

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