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Alpha updates. 🪓

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PostedJul 2107/21/2025, 09:27 AM
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RWA asset holders are up 54% in just 30 days but the total onchain value is only up 5.3%That kind of mismatch usually doesn’t last long. Retail is already positioning early. RWA narrative is already in motion. Most just haven’t noticed it yet. The largest RWA market (excluding stablecoins) is Private Credit and after Ethereum, ZKsync is leading the charge with ~18% market share. That’s nearly 5x bigger than Solana.