The long-term success of RWA tokenization will be determined less by onchain innovation and more by the enforceability of offchain legal claims and settlement finality.
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Most investors do not fail because their thesis is wrong, but because they underestimate the importance of timing, liquidity conditions, and position sizing when that thesis finally meets the market
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Most people don’t lose money because they’re wrong—they lose money because they’re right too early and sized as if timing didn’t matter
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