Writing
RWA tokenization, from a TradFi desk.
Practitioner analysis of real-world asset tokenization — structured products, regulation, and the firms crossing over from traditional finance. The essays that anchor the newsletter, mirrored here in full.
The Bloomberg of Tokenised Real World Asset data might just be ... Bloomberg.
How the incumbent just changed the data infrastructure race — and what it means for everyone building on new rails.
The RWA category winner has 53 holders.
Ondo Finance runs two products with two completely different stories. Here's what the data actually shows.
The tokenisation gap nobody talks about
State of RWA: Q1 2026 — A Pragmatist's View from TradFi