ilmscore | Tokenized RWAs Will TAKE OVER Crypto!

Tokenized RWAs Will TAKE OVER Crypto!

Predictions from this Video

Total: 35
Correct: 15
Incorrect: 1
Pending: 19
Unrated: 0
Prediction
Topic
Status
Tokenized real-world assets are predicted to dominate the broader digital asset ecosystem.
"And it looks like this ecosystem will be dominated by tokenized realworld assets."
Tokenized Real World Assets (RWA) Dominance
Pending
Tokenized real-world assets (RWAs) will dominate the digital asset ecosystem.
"And it looks like this ecosystem will be dominated by tokenized realworld assets."
Digital Assets Ecosystem
Correct
Future regulations for issuing certain RWAs may primarily involve basic disclosures and filling out SEC forms, simplifying the process.
"In short, it looks like the main and possibly only requirement for issuing certain types of RWAs will be basic disclosures like who is issuing it, where they're based, how much of the RWA there is, whether the supply can be changed, who holds the initial supply, and so on and so on. In practical terms, then all you would need to issue an RWA would be just to fill out a few forms for the SEC."
RWA Issuance Regulation
Pending
Future regulations for issuing certain RWAs will primarily involve basic disclosures.
"In short, it looks like the main and possibly only requirement for issuing certain types of RWAs will be basic disclosures like who is issuing it, where they're based, how much of the RWA there is, whether the supply can be changed, who holds the initial supply, and so on and so on."
RWA Regulations
Correct
The next speculative wave in digital assets may occur on permissioned blockchains due to anticipated capital flow.
"And this is worth keeping in mind because it's possible that the next speculative wave in digital assets will take place on permissioned rather than permissionless blockchains simply because that's where most of the money will flow in the future."
Permissioned vs. Permissionless Blockchains for RWAs
Pending
Issuing an RWA will likely only require filling out a few forms for the SEC.
"In practical terms, then all you would need to issue an RWA would be just to fill out a few forms for the SEC."
RWA Issuance and Trading
Incorrect
Large-scale RWA issuance on permissionless blockchains is unlikely in the long term without the introduction of permissioned features.
"And this means that we're unlikely to see large amounts of RWA issued on permissionless blockchains in the long term unless these blockchains start introducing permissioned features."
RWA on Permissionless Blockchains
Pending
Blockchain technology will automate many functions currently performed by intermediaries in asset issuance and trading for RWAs.
"As you might have guessed, most of this can be automated using the blockchain. For instance, the blockchain could be designed so that the SEC can give permission for an RWA token to be minted once they've checked the disclosure documents."
Blockchain Intermediaries
Correct
The majority of RWAs are expected to shift from non-native to native in the future, as more assets become tokenized.
"Now, right now, most RWAs are non-native, but in the future, they'll likely be primarily native, assuming most assets become tokenized."
Future of RWAs: Native vs. Non-Native
Pending
The next speculative wave in digital assets is likely to occur on permissioned blockchains due to the flow of capital.
"And this is worth keeping in mind because it's possible that the next speculative wave in digital assets will take place on permissioned rather than permissionless blockchains simply because that's where most of the money will flow in the future."
Speculative Wave in Digital Assets
Pending
In the short term, non-native RWAs on permissionless blockchains, particularly precious metals and stocks traded on crypto chains, are predicted to have the most potential.
"In the short term, the RWA with the most potential are likely to be non-native RWAs on permissionless blockchains, mostly precious metals and stocks you can trade on crypto chains."
Short-term RWA Potential
Pending
Large-scale RWA issuance is unlikely on permissionless blockchains long-term without the introduction of permissioned features.
"And this means that we're unlikely to see large amounts of RWA issued on permissionless blockchains in the long term unless these blockchains start introducing permissioned features."
RWA Issuance on Permissionless Blockchains
Pending
Prompt SEC exemptions for on-chain activities could trigger a significant issuance of native RWAs, similar to the 2017 ICO boom but with more legitimacy.
"If these exemptions arrive soon, we could see a wave of native RWAs being issued on all blockchains. Kind of like the ICO boom of 2017, but slightly more legit."
Impact of SEC Exemptions on RWA Issuance
Correct
RWAs are expected to transition from permissionless to permissioned blockchains in the future due to capital requirements for compliance.
"Right now, most RWAs exist on permissionless blockchains, but in the future, they'll likely move to permissioned ones since large pools of capital require more compliance."
RWA Location Shift
Pending
In the long term, native RWAs on permissioned blockchains are predicted to hold the most potential.
"In the long term, the RWAs with the most potential are likely to be native RWAs on permissioned blockchains."
Long-term RWA Potential
Pending
Two new categories of RWAs, 'native' and 'non-native', are emerging, though not yet formally recognized.
"As with blockchains, there are two types of RWAs. And what's interesting is that nobody has realized this yet. So terms don't exist and we'll refer to them as native RWAS and non-native RWAS."
RWA Types
Correct
Governments have an incentive to foster significant speculation in RWAs.
"There's an incentive for governments around the world to create as much speculation in RWA as they possibly can."
Government Incentive for RWA Speculation
Pending
RWAs are expected to shift from being predominantly non-native to primarily native as more assets become tokenized.
"Now, right now, most RWAs are non-native, but in the future, they'll likely be primarily native, assuming most assets become tokenized."
Future of RWAs
Pending
The market capitalization of stable coins is expected to increase as the emergence of RWAs grows.
"And that is a long-winded way of saying as more RWA emerge, the market cap of stable coins will grow."
Stable Coin Market Cap Growth
Pending
The issuance of new native RWAs is anticipated to create significant opportunities.
"And of course, the issuance of new native RWAs is likely to result in lots of opportunity."
Native RWAs Issuance
Correct
Stable coin issuers like Circle, with its stock and BlackRock connections, are poised to benefit significantly from RWA dynamics.
"Logically, then you should be on the lookout to see which stable coin issuers will benefit most from these RWA dynamics. And the one that comes to mind is Circle, which not only has a tradable stock, but also has close connections to BlackRock."
Beneficiaries of RWA Dynamics
Correct
Non-native RWAs on permissionless blockchains, specifically precious metals and stocks tradable on crypto chains, are expected to have the most potential in the short term.
"In the short term, the RWA with the most potential are likely to be non-native RWAs on permissionless blockchains, mostly precious metals and stocks you can trade on crypto chains."
Short-Term RWA Potential
Correct
Certain stable coin issuers may emerge as the new blue chip companies in a tokenized financial system, driven by speculative RWAs.
"And these issuers could become the new blue chip companies in a tokenized financial system with more speculative RWAs as the growth frontier."
Future Blue Chip Companies
Pending
SEC exemptions for RWA activities could lead to a wave of native RWA issuance, similar to the 2017 ICO boom but with more legitimacy.
"If these exemptions arrive soon, we could see a wave of native RWAs being issued on all blockchains. Kind of like the ICO boom of 2017, but slightly more legit."
RWA Regulation Impact
Correct
RWAs backed by historically illiquid assets like real estate are identified as having high potential due to increased liquidity and price discovery, creating opportunities in volatility.
"And that reminds me, the main kinds of RWAs to watch out for are those backed by historically illquid assets such as real estate. And that's because increased liquidity leads to more price discovery. And where there's volatility, there's opportunity in some."
High Potential RWAs
Correct
Native RWAs on permissioned blockchains are expected to have the most potential in the long term.
"In the long term, the RWAs with the most potential are likely to be native RWAs on permissioned blockchains."
Long-Term RWA Potential
Pending
The potential and location of RWAs are dependent on short-term and long-term regulatory developments.
"Which kinds of RWAs have the most potential and where you'll find them depends on regulations in the short and long term."
Short-term RWA Regulation Impact
Correct
Governments have an incentive to foster significant speculation in RWAs.
"There's an incentive for governments around the world to create as much speculation in RWA as they possibly can."
Government Incentive for RWA Speculation
Pending
The market capitalization of stable coins is projected to increase as the emergence of RWAs grows.
"And that is a long-winded way of saying as more RWA emerge, the market cap of stable coins will grow."
Stable Coin Market Cap Growth
Pending
Stable coin issuers are predicted to be the primary beneficiaries of the growth of RWAs.
"Stable coin issuers will be the biggest beneficiaries of RWAs,"
Stable Coin Issuer Benefits
Correct
Investors should identify stable coin issuers that will most benefit from RWA market dynamics.
"Logically, then you should be on the lookout to see which stable coin issuers will benefit most from these RWA dynamics."
Stable Coin Issuer Beneficiaries
Correct
RWAs that unlock liquidity in traditionally illiquid assets are expected to offer the greatest upside potential.
"while RWAS that unlock liquidity in liquid assets will offer the greatest upside."
Upside from Illiquid Asset RWAs
Pending
Certain stable coin issuers may evolve into the new blue-chip companies within a tokenized financial system, driven by speculative RWAs.
"And these issuers could become the new blue chip companies in a tokenized financial system with more speculative RWAs as the growth frontier."
Future Blue Chip Companies
Pending
RWAs backed by historically illiquid assets like real estate are particularly noteworthy due to their potential for increased liquidity and price discovery.
"And that reminds me, the main kinds of RWAs to watch out for are those backed by historically illquid assets such as real estate. And that's because increased liquidity leads to more price discovery."
RWAs Backed by Illiquid Assets
Correct
Stable coin issuers are expected to be major beneficiaries of RWAs, while RWAs that enhance liquidity in illiquid assets will present the greatest upside potential.
"Stable coin issuers will be the biggest beneficiaries of RWAs, while RWAS that unlock liquidity in liquid assets will offer the greatest upside."
RWA Upside Potential
Correct