TL;DR
Taking more feedback from our readers today. Not only do you want DeFAI to remain the main coverage here, but also requesting some RWA insights.
So let’s get to it-real money is flowing into real-world assets (RWAs). We know this but where are the plays and where’s it flowing from?
$10B+ TVL. TradFi titans like BlackRock and MakerDAO are in.
Retail is waking up. Institutions already moved.
RWAs Just Flipped the Narrative
⛓️ Total RWA TVL: $10.3B+ (up from $7B earlier this month)
📈 That’s a 47% spike in just 3 weeks
🏛️ Leaders: BlackRock, MakerDAO, Ethena, Ondo
Why it matters: This isn’t hype. It’s TradFi capital going on-chain—with scale and speed.
BlackRock BUIDL Fund: $1.2B Locked & Yielding 4.5%
🧱 TradFi on Ethereum. BUIDL offers 4–4.5% APY via tokenized U.S. Treasuries
🌉 Expanding to Avalanche, Polygon, and more
What this means for you:
BlackRock just validated the RWA model.
Institutions want on-chain yield—and they’re not waiting for you to catch up.
Chainlink (LINK) — The RWA Infrastructure Play
💰 Price: $15.15 (+9.8% 7D)
🔥 Mentions up +3.9K, engagements 5.57M
🧠 Sentiment: 93% — crowd loves it
Nugget:
Chainlink isn’t riding the RWA wave—it’s laying the rails.
If RWAs are highways, LINK is the asphalt.
Stack it now or wish you had later.
Ondo (ONDO) — The Institutional Trojan Horse
💸 Price: $0.88 (+3.5% 7D)
📊 Mentions up +1.5K, massive engagement uptick
👔 Built by ex-Goldman folks
Why this is sneaky bullish:
Ondo wraps real-world T-Bills for DeFi + TradFi.
Compliant enough for Wall Street, liquid enough for DeFi degenerates.
It’s the bridge between two financial worlds—and it’s already seeing serious inflows.
MANTRA (OM) — Hype Cooling Off, Opportunity or Trap?
🔻 Price: $6.55 (–4.1% 7D)
🧊 Sentiment: Dropped to 66%
📉 AltRank sliding
Play it smart:
Retail euphoria is fading—but that’s often where the best setups emerge.
Sub-$6 = potential bounce zone. Just don’t chase—watch for confirmation.
XDC Network — RWA Underdog with Utility
📈 Price: $0.074 (+10% 7D)
📣 Sentiment climbing to 87%
🌐 Focus: Tokenizing trade finance
The angle:
XDC is playing the long game—real-world integrations > social hype.
Don’t ignore the ones building while everyone’s tweeting.
Ethena & USDtb — The Stablecoin Disruptor
🚀 TVL: From $90M → $1.14B in March
💵 Yield: Up to 4.5%
🔒 Backed by BlackRock money market shares
Why this matters:
If USDC was gen one, USDtb might be gen two.
Stable, yield-bearing, and backed by serious firepower.
MakerDAO — The Quiet RWA OG
🏗️ RWA Holdings: $1.29B
🛠️ Backing DAI with Treasuries, real estate, and more
Takeaway:
Maker isn’t loud—but they’ve been ahead of the RWA curve for years.
It’s not flashy, it’s foundational. And it’s working.
Final Take
RWAs are not a narrative—they’re the next foundation layer of crypto.
BlackRock, Ethena, and Maker aren’t waiting for you to catch up.
If you’re still watching memecoins pump on Twitter…
You’re missing the quiet rotation that actually matters.
Stay sharp. Stay ahead.
-Team CryptoNuggs
P.S. Earn a free CryptoNuggs 🧢 Link 👇🏼
