Lao Bai|Nov 06, 2026 12:11
Given the current market conditions, it's unclear whether the bull market has ended.
If it hasn't, my view remains unchanged that RWA is the main theme of this round.
I just saw that @TownSquarexyz and Multipli have partnered to bring over $260 million in private lending assets onto the blockchain. Another $500 million in mining, AI data centers, energy storage, and AI robotics assets will follow in Q4 2026 and Q1 2027.
The lending plan covers six major sectors of the real economy; this clearly aims to create an "on-chain BlackRock" feel.
In this market, any new project that survives must have some serious capabilities. Maintaining around $200 million in FDV on Aspecta is quite impressive!
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