
I've been positioning into RWA's, and they're confusing to make sense of, but here are my top picks:
ONDO giant in RWAs with a semi-permissioned L1, stablecoins, onchain stocks, ties to big tradfi and Trump’s WLF
ENA issues USDe synthetic stable with backing from BlackRock and Securitize who launched another stable with them
ELX app specific sidechain, issues deUSD a synthetic stable that institutional holders of Securitize issued RWA's can mint so they can get onchain liquidity for other Defi stuff
SKY, formerly MakerDAO, bit of a mess but worth a bet
LINK , obvious infra play as an oracle for onchain prices of RWA's
PLUME new L1 for RWA's a focus on staking deUSD from ELX in their Nest app
MNT an ETH L2 embracing RWAs, merged with BitDAO last year, partnered iwth ONDO to make two stables and with Securitize to launch a RWA fund
XLM originally an XRP fork, longshot in my opinion
SYRUP huge lending platform $3B AUM with staking yield
CFG tokenized credit and loans
not financial advice DYOR 👍 6 replies
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