This week, there's a narrative getting reevaluated.

Securitize is projecting the RWA vision to hit $5 trillion by 2030, and compliant assets are saying: the pathway is already built.

$ETH is still grinding around the 1630 mark, and the on-chain narrative is: don’t just focus on a single candlestick.

$ETH seems stuck between two pricing strategies, with short-term prices weak and long-term channels heating up. It doesn’t know who to trust first.

My take is simple: RWA isn’t the reason for an immediate moonshot, but it will change where the capital is willing to hang out.