Analysis · Nov 12, 2026 17:21 UTC

RWA tokenization keeps reshaping medium-term allocation

Attention jumps quickly; capital moves more slowly.

The healthier setup is alignment: basis trades improving while stablecoin minting stays orderly.

Put beside current chatter on “Jupiter adds Anchorage,” the incentive problem looks clearer.

A clean chart can hide a crowded trade.

The healthier setup is alignment: RWA tokenization improving while protocol revenue stays orderly.

The healthier setup is alignment: RWA tokenization improving while protocol revenue stays orderly.

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