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| By Beth Canova |
Real-world asset tokenization is no longer a dream for the future.
It’s a reality that’s being built today.
Back in February, Mark Gough told you how one of the largest self-custody wallets, MetaMask, teamed up with Ondo Finance (ONDO, “D+”) to bring RWA trading their wallet for users outside the U.S.
That was big.
And just the beginning.
In the weeks since, we’ve also seen …
- BlackRock’s USD Institutional Digital Liquidity Fund (BUIDL) trade on UniswapX, part of the largest decentralized exchange platform.
- Plans to add crypto to retirement funds — the most conservative capital — in Australia and South Korea.
- And Bitcoin accepted as collateral for a down payment on your next home right here in the U.S.
These are big moves. And more may be ahead as Ondo recently filed a letter of “no-action” with the SEC. Basically, the RWA leader is looking to use existing TradFi infrastructure and add blockchain capability — a twist from the “building on-chain” approach used by tokenization plays until now.
According to Mark’s latest update, This Overlooked RWA Catalyst Won’t Push Prices … Yet. But if approved, it could act like rocket fuel for the sector.
Which makes now a good time to consider how RWA plays fit into your portfolio.
And it’s a good time to consider how this could impact your non-crypto investments. Because, if approved, this filing could fundamentally change how TradFi assets are traded.
Think about it: If stocks, ETFs and commodities gain access to the blockchain’s “always-on” trading, they’ll start to move as fast as crypto can.
No more quiet weekends. No stop in trading at 4 p.m. Eastern.
Which means, once tokenization reaches critical adoption, the TradFi traders who stick with the old infrastructure … may find themselves left behind.
If you live outside the U.S., you may want to consider Ondo’s Global Markets platform. That’s where you can buy tokenized stocks and ETFs on the blockchain now.
For U.S. residents, our options are more limited. At the time of writing, Ondo only offers tokenized Treasurys for those of us in the states.
Which is why your experts are watching this regulatory dance closely.
But it’s not the only narrative on their radars. Here are the other insights they felt deserved your attention this week …
Bitcoin’s Surprising Bullish Move
The week started with tense and less-than-productive talks between the U.S. and Iran. But instead of dragging the markets down, Bitcoin and stocks rallied! It’s clear that Bitcoin’s bullish position could no longer sit idle.
But this isn’t a runaway rally. With Bitcoin knocking at $79,000 for the first time since February, there is an end to this sprint in sight. In his latest update, cycles expert Juan Villaverde reveals what his indicators say is next. And how traders and investors should prepare.
Crypto’s Post-Token Shift Is Already Underway
Until now, there has been no question that value on the blockchain accumulates in tokens. But with a sharp turn toward utility and real revenue, we’re starting to see this reality shift.
Increasingly, value is settling in the application and infrastructure layers. This means crypto is starting to function like a real industry. And it tells us investors will need to adjust their strategies.
AI, War Reenergize Crypto’s Privacy Narrative
The balance between security and privacy is tenuous these days. Especially with AI now able to sort through data at speeds previously impossible.
It’s no wonder 2025 was the year the privacy narrative jumped from “forgotten” to dominate the headlines. But sector leaders like Monero (XMR, “C+”) and ZCash (ZEC, “B-”) have notable challenges. Which is why Bob Czeschin has one new privacy coin to keep on your radar. This small play is poised to change how the sector grows from here.
VVV, HYPE Rise on Revenue; DOT, WLFI Face the Fallout
Over the past week, price action across altcoins has read like a market caught between two instincts: Caution at the top, chaos at the edges.
This has led to some impressive winners, surprising losers and an unexpected wildcard rally.
DeFi expert Marija Matić lays it all out in her latest update. Along with what this means for the coming months.
But that’s it for this week. Be sure to look to your inbox tomorrow for your next Weiss Crypto Daily update.
Best,
Beth Canova
Crypto Managing Editor
