RWAs or the Lack therof

on YouTube ↗18m

" summary

Claims that tokenizing bonds or equities changes nothing for retail because accredited investor limits force the same minimums, shows tokenized treasuries proof-of-concept (DBS + Ant) that works for banks but not everyday Web3 users, warns market makers face impossible hedging for illiquid items like tokenized real estate (Burj Khalifa example), cites a $164 trillion market as context, and argues builders should tokenize IP first and avoid yield structures that automatically become regulated securities.

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" chapters (11)

1. 0:00Introduction
2. 1:07Two buckets for RWAs
3. 3:57Purpose and limits of RWA tokenization
4. 6:44Unused products in Web3
5. 8:50Web3 needs real users
6. 9:53Regulatory challenges in RWA tokenization
7. 10:57No demand for tokenized real estate
8. 11:38Liquidity challenges for tokenized assets
9. 13:48Regulatory hurdles in RWA tokenization
10. 15:33RWA market size and adoption
11. 16:55Regulation’s role in RWA tokenization