🏦 The {RWA} Decoupling: Why Tokenized Assets Ignore Altcoin Pain 🛡️
⚖️ Compliance as the New Alpha: {BUIDL} and {MiCA} Tailwinds
While the broader altcoin market saw a sharp correction in late 2025, {RWA} protocols like BlackRock's {BUIDL} fund and other compliant platforms continued to see capital inflows. Why? They offer fiat-native yields (e.g., US Treasury rates) with the efficiency of on-chain settlement, bridging {TradFi} to crypto without the high volatility. The EU's {MiCA} regulation further cemented compliance standards, providing a clear path for institutional adoption.
💰 Institutional Metric: The Tokenized Treasury Spread {TTS})
The {TTS} is a refined measure of the market's trust in {RWA} protocols:
if the {TTS} stays close to 0 basis points (0.00\%), it shows the market perceives the on-chain tokenized product as having no material risk discount compared to its traditional counterpart. This proves the successful integration of legal and technological compliance. Any negative spread (discount) is an arbitrage opportunity signaling a temporary market inefficiency.
#RWA #InstitutionalAdoption #TradFi #Tokenization #compliance


