RWA tokenization is rotating through basis compression

Builders and treasuries should track NFT liquidity even when social feeds obsess over self-custody adoption.

Attention jumps quickly; capital moves more slowly.

Put beside current chatter on “Foster Says Nvidia Privately Deemed Chip Tracking Feasible,” the incentive problem looks clearer.

Attention jumps quickly; capital moves more slowly.

Risk is easiest to ignore precisely when it is most expensive.

The practical takeaway is to prefer durable signals over dramatic ones.

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