🔸 $ONDO — The custodial infrastructure for RWA, building the foundation for asset on-chain.
Reason: The core of RWA is asset rights confirmation and secure custody. If $ONDO can provide a seamless asset tokenization solution within a compliance framework, it will become a key entry point for institutional entry.
🔸 $LINK — The 'gatekeeper' of on-chain RWA data, ensuring data reliability through oracles.
Reason: Chainlink has been providing prices for DeFi giants like Aave and Synthetix, and in the future, it may directly verify the status of RWA assets (such as real estate and bonds) through the CCIP protocol, addressing trust bottlenecks.
🔸 $XRP — Cross-border settlement and liquidity engine, bridging traditional and crypto.
Reason: Ripple's cross-border payment network covers over 70 countries. If combined with RWA, it could instantly provide fiat exits for on-chain assets, solving the problem of liquidity fragmentation.
👇 Potential directions worth considering include the following assumptions.
1. Cross-chain protocols: $DOT (Polkadot), $ATOM (Cosmos) — RWA requires multi-chain interoperability.
2. Stablecoin giants: $USDC (Circle), $PYUSD (PayPal) — Compliance stablecoins are the anchor points for RWA pricing.
3. DeFi liquidity pools: $MKR (DAI), $AAVE — Expand interest-earning asset scale through RWA collateral.
4. Data track: $GRT (The Graph) — Indexing and querying infrastructure for off-chain RWA data.
5. Regulatory compliance is the biggest challenge for RWA. If $ONDO can collaborate with RegTech projects (like $VELO), it will significantly accelerate implementation.
6. The market value of RWA may exceed 100 billion; traditional asset management giants (like BlackRock?) may enter by acquiring crypto-native platforms.
7. Does RWA lack privacy computation ($Rose)? Or identity verification ($ENS?) or insurance protocols ($NXM)?
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#RWA #ONDO #LINK #XRP
