@vinnayyy
The entire history of RWA is a story of getting it wrong until we got it right by accident.
2009-2015: The Wrong Tech.
Colored Coins tried to run RWA on a calculator (Bitcoin). It was never going to work.
2015-2020: The Wrong Strategy.
STOs had the right idea (tokenize real assets) but zero infrastructure. No liquidity, no oracles. A revolution with no roads.
2020-2022: The Accidental Breakthrough.
DeFi Summer built the roads. Not for institutions, but for degens. Uniswap created the liquidity engine. Chainlink built the data bridge.
2023-2025: The Unexpected King.
The paradigm that finally won wasn't tokenized stocks or real estate. It was US Treasuries, disguised as stablecoins. They now make up 90.7% of the market.
It's the market telling you that infrastructure must come before assets, and liquidity is king.
The full breakdown is in the report.
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