good(@thenarrator):starting to think the best RWA trade isn’t going to be the RWA it’s whoever turns all this into collateral $1b already deposited into morpho on robinhood chain, ~$450m borrowed if tokenized stocks keep growing the obvious next step is people levering them, borrowing against them, LPing them, refinancing them etc same thing happened with ETH first everyone wanted to own it, then an entire economy got built around making the asset productive watching borrow growth / utilization / fees way more than TVL here TVL with no borrows is tourists TVL + rising utilization is an actual credit market feels early as hell

2026.09.24 04:53

starting to think the best RWA trade isn’t going to be the RWA it’s whoever turns all this into collateral $1b already deposited into morpho on robinhood chain, ~$450m borrowed if tokenized stocks keep growing the obvious next step is people levering them, borrowing against them, LPing them, refinancing them etc same thing happened with ETH first everyone wanted to own it, then an entire economy got built around making the asset productive watching borrow growth / utilization / fees way more than TVL here TVL with no borrows is tourists TVL + rising utilization is an actual credit market feels early as hell