Welcome back to our blog series for founders building at the frontier of AI and Web3. In each edition, we explore the emerging trends shaping the next era of the internet—and how our accelerator is he...

<div></div><p><em>Welcome back to our blog series for founders building at the frontier of AI and Web3. In each edition, we explore the emerging trends shaping the next era of the internet—and how our accelerator is helping early teams turn theory into product.</em></p><div></div><p><strong><em>Authors: Jasper De Maere | </em><a href="https://x.com/Jjay_dm" rel="nofollow"><em>X</em></a><em> | </em><a href="https://www.linkedin.com/feed/" rel="nofollow"><em>LinkedIn</em></a> | <em>Greysen Cacciatore | </em><a href="https://x.com/greysen_c" rel="nofollow"><em> X</em></a><em> | </em><a href="https://www.linkedin.com/in/greysencacciatore/" rel="nofollow"><em>LinkedIn</em></a></strong></p><div></div><p>In The Post Web, AI agents will not just process information, they will also be transacting, contracting, and coordinating real economic activity. But for agents to interact with the world in a meaningful way, they need more than abstractions. They need access to the same kinds of assets we use in the real world.</p><p>That’s where tokenized real-world assets come in.</p><div></div><figure><img src="https://static.fwimg.io/img/feed/39c66a374e2e5b53b1be4a338312984f.jpg" alt=""></figure><div></div><p><a href="https://www.linkedin.com/in/katie-lundie/" rel="nofollow"><strong>Katie Lundie</strong></a> goes on noting that real-world asset tokenization (RWA) is the process of turning any real or intangible asset into a digital representation on-chain. Whether it’s property, art, private credit, or IP, tokenization unlocks liquidity, programmability, and shared ownership by embedding these assets into decentralized systems.</p><p>In The Post Web, where agents operate on our behalf, RWAs become economic primitives that agents can interact with directly. Without real-world representation of value on-chain, agent execution is limited to abstract financial coordination. RWAs bridge that gap.</p><div></div><h3>Missed earlier posts in the series?</h3><ul><li><a href="https://outlierventures.io/article/what-ai-web3-founders-need-to-know-before-the-next-post-web-accelerator/" rel="nofollow"><strong>What Founders Need to Know</strong></a> – A thesis-level view of The Post Web and why this cycle is different</li><li><a href="https://outlierventures.io/article/the-agentic-internet-why-agents-are-the-new-users/" rel="nofollow"><strong>The Agentic Internet</strong></a> – Why agents are the new users of the internet</li><li><a href="https://outlierventures.io/article/depin-infrastructure-for-ai-agents/" rel="nofollow"><strong>DePIN Infrastructure</strong></a> – How decentralized infra brings agents into the real world</li><li><em>Also read </em><a href="https://outlierventures.io/wp-content/uploads/2024/01/RWA-Thesis-Final-1.pdf" rel="nofollow"><strong><em>Beyond The Hype Of Real World Assets</em></strong></a></li></ul><div></div><h2><strong>TL;DR – Why Now?</strong></h2><p>Founders are tired of waiting for RWA to “arrive.” The moment is now, and here’s why:</p><ul><li><strong>More mindshare &amp; activity</strong> – We continue to see tokenization taking mindshare in the broader blockchain space with increased partnership and PoC from large asset holders, institutions and corporates.</li></ul><div></div><p><strong><em>Google Trends search for ‘Tokenization’ rebased vs. January 2021. Interest in Tokenization has upticked by x3 since 2021.</em></strong></p><div></div><figure><img src="https://static.fwimg.io/img/feed/65610efbd3aa114c15523c129e19db19.jpg" alt=""><figcaption><em>Source: Outlier Ventures, Google Trends</em></figcaption></figure><div></div><ul><li><strong>Legal &amp; regulatory clarity</strong> – We see improvement in regulation towards digital representation of assets and their underlying ownership. We expect this only to accelerate.</li></ul><div></div><p><strong>U.S. politician stances on crypto by level of support and party affiliation.</strong> <strong>Data shows that out of 542 politicians, 347 are strongly supportive of crypto.</strong></p><figure><img src="https://static.fwimg.io/img/feed/9d14a4e1851ab258d7bd1b3e8f408200.jpg" alt=""><figcaption><em>Source: Outlier Ventures, Stand with Crypto</em></figcaption></figure><div></div><ul><li><strong>Agents need on-chain primitives</strong> — In the Post Web, AI agents transact on behalf of users. Tokenized real-world assets give them something tangible to work with.</li></ul><div></div><p>The conversation around RWA has evolved from <strong>speculative narrative to real institutional movement.</strong> In the early days, excitement far outpaced capability. But the i<strong>nfrastructure has matured</strong>. <strong>Legal frameworks are becoming more accommodating</strong>. Most importantly, AI agents are beginning to participate in economic coordination. This shifts the role of tokenized assets from passive representations to active building blocks in agentic workflows. <strong>Assets that are readable, verifiable, and programmable become usable in a world where software acts on behalf of humans.</strong></p><p>We are seeing <strong>financial institutions take the lead</strong>, drawn by familiar concepts like<strong> yield, liquidity,</strong> and <strong>market structure</strong>, and now empowered by more usable tech stacks. The financial industry is a <strong>natural entry point</strong>, not only because it already deals in digital assets, but also because it speaks the same language as crypto. Yet the o<strong>pportunity extends well beyond finance.</strong> As tokenization expands to include everything from IP to energy infrastructure, RWA becomes the connective tissue between the physical world and the Post Web.</p><p>In a world where <strong>agents negotiate, collateralize, and manage assets </strong>autonomously, <strong>tokenized real-world assets give those actions real economic weight</strong>, anchoring agentic execution in tangible value, enforceable rights, and programmable ownership.</p><div></div><h2><strong>Where RWAs Are Gaining Real Momentum</strong></h2><p>Let’s take a look at the data, trends, and institutional adoption signals driving tokenization forward.</p><ul><li><strong>Stablecoins</strong> – They are powering the RWA tokenization space by providing stable liquidity while also becoming increasingly used across financial markets &amp; commerce.</li></ul><div></div><p><strong>Breakdown of monthly stablecoin transfer volume (trillions) from 2023 to 2025. December 2024 saw a record high of $3.9T followed by $3.4T in January 2025. </strong></p><figure><img src="https://static.fwimg.io/img/feed/3bc4b184033515d21468baf33f07f1ed.jpg" alt=""><figcaption><em>Source: </em><a href="https://app.rwa.xyz/stablecoins" rel="nofollow"><em>RWA.xyz</em></a></figcaption></figure><div></div><ul><li><strong>Finance Leading</strong> – The financial industry is leading in adoption, with T-bills being the main focus, followed by tokenization of private credit, ETFs, and other alternative investments.</li></ul><div></div><p><strong>Below is the total value of tokenized real-world assets by asset class (excluding stablecoins). Private credit ($12.7B), U.S. Treasury Debt ($5.5B), Commodities ($1.3B), Institutional Alternative Funds ($433.20M), and Public Equity ($406.10M). </strong></p><figure><img src="https://static.fwimg.io/img/feed/4a767067f727c27e0d4ceafc30188474.jpg" alt=""><figcaption><em>Source: <a href="https://app.rwa.xyz/stablecoins" rel="nofollow">RWA.xyz</a></em></figcaption></figure><div></div><ul><li><strong>Institutional &amp; Enterprise Adoption</strong>: Major financial institutions and enterprises are launching RWA products further establishing the space and fueling interest. </li></ul><div></div><p><strong>Coinbase Institutional Investor Survey of over 86 financial institutions measuring their interest in tokenization by (i) level of interest in tokenizing their own assets, (ii) aspect of tokenization most excited about, (iii) asset class most interested in.</strong></p><figure><img src="https://static.fwimg.io/img/feed/5402b9bd3598b5cdcda5856b592f4530.jpg" alt=""><figcaption><em>Source: Outlier Ventures, <a href="https://coinbase.bynder.com/m/8362167ae26ecf/original/EY-CB-Institutional-Investor-Survey.pdf" rel="nofollow">Coinbase, EY Parthenon</a></em></figcaption></figure><div></div><h2><strong>Where Builders Can Push the Frontier</strong></h2><p>From programmable yield to agent-readable assets, here’s where the most exciting design opportunities are unfolding:</p><div></div><h3>Programmable Yield Opportunities</h3><p><em>The creation of modular, yield-optimized portfolios tailored to investor needs through on-chain composability.</em></p><p>RWAs enable a new generation of on-chain investment products that combine diverse sources of yield with varying liquidity profiles. Traditionally, investors had to choose between yield and liquidity, opting for liquid markets at the expense of returns or locking capital into long-term positions. Today, builders can blend yield-bearing RWAs with other assets like yield-bearing stablecoins, blue-chip utility tokens, and DeFi-native strategies into a single, programmable investment product.</p><p>This composability allows for highly tailorable risk-return profiles that meet the nuanced needs of investors. These needs are often underserved by traditional financial products. Whether it’s optimizing for short-term liquidity, steady yield, or exposure to emerging asset classes, these hybrid portfolios offer a level of flexibility and precision that is unique to on-chain finance.</p><div></div><h3>Onchain Fund Infrastructure </h3><p><em>Infrastructure for on-chain funds are laying the groundwork for programmable, transparent asset management.</em><br><br>While some platforms enable basic fund operations, most solutions today are either too rigid or too opaque to meet the needs of investors. Key components like compliant fund wrappers, automated investor onboarding, and real-time NAV tracking are still underdeveloped or exist in siloed products. There’s also limited interoperability between on-chain fund shares and the broader DeFi ecosystem, restricting composability, secondary trading, and use cases like collateralization. Solutions that fully integrate end-to-end infrastructure stack can make it easy to launch, manage, and scale on-chain funds in a way that aligns with both regulatory requirements and the programmability of DeFi.</p><div></div><h3>Bridging Off-Chain Assets for On-Chain Agents</h3><p><em>A secure foundation for agent-led commerce by bringing real-world assets on-chain through tokenization and verifiable data.</em></p><p>For on-chain agents to engage meaningfully in real-world applications such as e-commerce, logistics, and consumer services, off-chain assets must first be tokenized. Without on-chain representations, agents cannot securely verify, transact, or enforce ownership. Tokenization transforms physical assets into digital primitives that agents can interact with directly, enabling programmable and trustless interactions.</p><p>This shift brings new infrastructure requirements, especially the need to solve the oracle problem by ensuring that off-chain data is accurately and securely reflected on-chain. As autonomous agents become more common, reliable oracle networks, real-world verification mechanisms, and standardized metadata will be essential to enabling secure, scalable interactions with the physical world.</p><div></div><h2><strong>Founder Implications</strong></h2><p>If you want agents to transact in the real economy, they need real assets on-chain. RWAs are no longer a niche. They’re becoming the foundation for:</p><ul><li>Programmable, agent-readable value</li><li>AI-native portfolio management</li><li>Real-world coordination between people, protocols, and agents</li></ul><div></div><p>If DePIN is the infrastructure layer and agents are the users, RWAs are the money, contracts, and value they’ll coordinate. In The Post Web, tokenized assets aren’t just abstractions, they’re the economic building blocks of an internet run by agents. The infrastructure is ready. The use cases are real. And the teams who start building today will be the ones shaping how intelligence and value flow tomorrow.</p><div></div><h2><strong>Ready to Build the Onchain Economy?</strong></h2><p>If you’re building at the edge of AI, Web3, and tokenized assets, we want to hear from you.</p><p><a href="https://outlierventures.io/base-camp/post-web-application/" rel="nofollow"><strong>Post Web Base Camp</strong></a> is our accelerator for founders shaping the agentic internet. We provide funding, hands-on technical support, and access to a global network of investors, protocols, and distribution partners. Don’t miss your chance to apply. </p><div></div><div><figure><a href="https://outlierventures.io/base-camp/post-web-application/" rel="nofollow"><img src="https://static.fwimg.io/img/feed/4be03c8688bb3869157f617409643a0f.jpg" alt=""></a></figure></div><div></div><p>Want to get the rest of this series in your inbox? <a href="https://outlierventures.io/signup/" rel="nofollow"><strong>Subscribe to our newsletter</strong></a> and stay ahead of the curve.</p><p>The post <a href="https://outlierventures.io/article/real-world-asset-tokenization-for-ai-agents/" rel="nofollow">Tokenizing Reality: The Role of RWAs in the Post Web</a> appeared first on <a href="https://outlierventures.io/" rel="nofollow">Outlier Ventures</a>.</p>

Tokenizing Reality: The Role of RWAs in the Post Web

欢迎回到我们为在人工智能和Web3前沿构建的创始人准备的博客系列。在每一期中，我们探索塑造互联网下一个时代的新兴趋势——以及我们的加速器是如何...

<div></div><p><em>欢迎回到我们为在人工智能和Web3前沿构建的创始人撰写的博客系列。在每一期中，我们都会探索塑造互联网下一个时代的新兴趋势，以及我们的加速器如何帮助早期团队将理论转化为产品。</em></p><div></div><p><strong><em>作者：贾斯珀·德·马埃尔 | </em><a href="https://x.com/Jjay_dm" rel="nofollow"><em>X</em></a><em> | </em><a href="https://www.linkedin.com/feed/" rel="nofollow"><em>领英</em></a> | <em>格雷森·卡奇亚托雷 | </em><a href="https://x.com/greysen_c" rel="nofollow"><em> X</em></a><em> | </em><a href="https://www.linkedin.com/in/greysencacciatore/" rel="nofollow"><em>领英</em></a></strong></p><div></div><p>在后网络时代，人工智能代理不仅仅是处理信息，还将进行交易、签约和协调真实的经济活动。但是，要让代理以有意义的方式与世界互动，他们需要的不仅仅是抽象概念。他们需要获取我们在现实世界中使用的同类资产。</p><p>这就是代币化现实世界资产的用武之地。</p><div></div><figure><img src="https://static.fwimg.io/img/feed/39c66a374e2e5b53b1be4a338312984f.jpg" alt=""></figure><div></div><p><a href="https://www.linkedin.com/in/katie-lundie/" rel="nofollow"><strong>凯蒂·伦迪</strong></a>继续指出，现实世界资产代币化（RWA）是将任何有形或无形资产转化为链上数字表示的过程。无论是房地产、艺术品、私人信贷还是知识产权，代币化通过将这些资产嵌入去中心化系统，释放了流动性、可编程性和共享所有权。</p><p>在代理代表我们运作的后网络时代，现实世界资产成为代理可以直接交互的经济原语。如果没有链上价值的现实世界表示，代理执行将仅限于抽象的金融协调。现实世界资产弥合了这一差距。</p></p><div></div><div><figure><a href="https://outlierventures.io/base-camp/post-web-application/" rel="nofollow"><img src="https://static.fwimg.io/img/feed/4be03c8688bb3869157f617409643a0f.jpg" alt=""></a></figure></div><div></div><p>想要在收件箱中获取本系列的其余内容吗？<a href="https://outlierventures.io/signup/" rel="nofollow"><strong>订阅我们的新闻通讯</strong></a>并保持领先。</p><p>这篇文章<a href="https://outlierventures.io/article/real-world-asset-tokenization-for-ai-agents/" rel="nofollow">将现实标记化：后网络时代中RWA的作用</a>最初发href="https://outlierventures.io/" relfol="nofollow">Outlier Ventures</a>上发布。</p>

代币化现实：后网络时代 RWA 的作用

我们今天看到黄金、白银、钯金同步创下新高！目前黄金自从 10 月底修正以来，踩在三日线的 25~35 均线带上面；白银则是沿着四小时均线上涨；钯金沿着三日线均线上涨。
同步性： 这种“同步新高”通常意味着大级别的趋势启动。黄金提供“稳定性”，白银提供“弹性”，而钯金的加入则意味着工业与投资需求的双重爆发。
在这样明显的上涨趋势中，量能并未明显减弱且未出现任何空头结构。不要想着摸顶做空，否则会变成“...

行情分析丨黄金 银 钯金新高!能涨到多少!?!?!?

又一起“地址投毒”事件，导致一名用户损失5000万镁。图片来源：Techradar
这次袭击令人震惊。
一名加密货币用户误将近 5000 万镁资产转入……

又一起“地址投毒”事件，导致一名用户损失了 5000 万镁。

目前美股日线来看，如果我们认为行情要转为空头趋势，必须看到两个关键信号才能确认。
- 跌破关键支撑： 三大指数必须跌破红线位。
- 结构性反转： 趋势上必须出现更低的高点（Lower High）和更低的低点（Lower Low）。
目前整体仍处于上升趋势当中，但由于尚未创出更高的高点，所以从 10 月 30 日至今，本质上都处于盘整阶段。
从 Market Pulse 的数据来看，指数正处在 50...