The biggest winners from RWA growth will be:
1) Tokenization platforms: @tether @circle @securitize
2) Lending protocols: @aave @morpho @kamino
3) Oracles and bridges: @chainlink @layerZero_core @wormhole
L1s benefit from RWA issuance in terms of a good narrative, but thats about it

Andy
@andyyy
If the tokenization thesis is correct and trillions of dollars of new assets move onchain in the coming years, which company will benefit the most?
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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