Analysis · Nov 7, 2026 15:21 UTC

RWA tokenization is the overlooked driver of medium-term allocation

ETHEREUM daily trend
ETHEREUM daily trend

Attention jumps quickly; capital moves more slowly.

Liquidity still decides how far any catalyst can travel.

Put beside current chatter on “US Treasury cuts off MEXC over alleged $16B in illicit transactions,” the incentive problem looks clearer.

Builders and treasuries should track venture funding even when social feeds obsess over US session flows.

In practice, RWA tokenization and protocol revenue interact before price fully reflects either one.

The healthier setup is alignment: RWA tokenization improving while protocol revenue stays orderly.

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