CFG (CFG)

➥ If you want to find RWA projects to invest in, look at collected fees Why do I say that? Because TVL can be pumped in the short term, while fees usually reflect real demand. It is very hard for a project to fake collected fees, but TVL can be inflated much more easily. If we look at May 2026 data, RWA is starting to split clearly between protocols that only hold assets and protocols that actually make money from those assets. Top RWA protocols by collected fees: – @Securitize: ~$5.72M – @centrifuge: ~$4.07M – @OndoFinance: ~$4.03M – @apyx_fi: ~$1.74M – @onrefinance: ~$1.67M – @MidasRWA: ~$1.22M – @HastraFi: ~$1.18M – @re : ~$1.18M – @Theo_Network: ~$346K – @NestCredit: ~$327K So don’t keep asking others which project you should invest in. Look at metrics like this, then choose 1-2 top projects that already have tokens. If I apply this method, the answer I get is: $CFG and $ONDO.

In May, $CFG generated $4M, and $ONDO generated $3.65M in revenue.

About a month ago I talked about what should be done in a possible #altcoin rally. Today's topic will again be RWA. I will write, to the best of my knowledge, how to maximize gains from the RWA sector and how to read the sector. 1-Credit and bonds The future of the RWA sector is actually not real estate or assets (the wealthy's art investments, NFTs); it lies in the involvement of institutions in debt markets. Treasury bonds worth trillions of dollars and institutional credit pools (projects like $CFG, $SYRUP) will be transferred on-chain without intermediaries, resulting in direct capital flow into this sector. The first rule to profit from this sector is to invest not directly in the tokenization itself, but in the projects/companies that provide the infrastructure for this tokenization. In other words, as the saying goes, go mining gold, sell shovels. We will focus on those selling the shovels. 2-Regulation If institutions are entering the market, they will not risk billions of dollars in unregulated areas; we must not forget this. Projel

$CFG looks good ngl, been adding more to my $CFG position during this market consolidation lately. not because price is exploding now…but honestly because this type of environment is usually where the best long-term entries happen. $BTC still chopping, altcoins getting drained slowly, sentiment weak again…and while most people are busy chasing whatever narrative pumps lately, I’ve been paying more attention to projects quietly building real traction underneath the surface. that’s mainly why I keep coming back to $CFG RWA still feels early overall, but the market is slowly starting to separate: tokenized hype vs actual financial infrastructure. and I think $CFG sits much closer to the second category. timing-wise, what interests me most is that institutional adoption around tokenization keeps accelerating even while the broader market stays messy. #Coinbase partnering with #Centrifuge, TVL already around ~$1.6B+, fee switch activated, multi-chain expansion live… yet market cap still feels relativ

Paribu lists Centrifuge (CFG). ethereum:0xcccccccccc33d538dbc2ee4feab0a7a1ff4e8a94

Blockchains made asset issuance permissionless but market creation hasn't followed well. Builders who wanted to launch a trading venue still had to reconstruct the entire exchange stack: matching, margining, liquidation, settlement, risk, and liquidity. @XLayerOfficial's Exchange OS moves that infrastructure to a shared protocol layer. A single market view, whether around AI, macro events, sports, or tokenized assets, can now be expressed across spot, perps, and outcome markets from one account, one margin pool, one capital base. And the ecosystem landscape is well-equipped IMO: > Deployers: Turn market demand into real venues across spot, perps, and outcome markets. Spot: @xStocksFi, @centrifuge Perps: @volmexfinance Outcome: @Polymarket, @trylimitless > Issuers: Provide the assets that markets are built around Examples: @maplefinance, @OndoFinance > Interface/Distribution: Decide where users discover and trade markets Wallets: @wallet, @MetaMask Terminals: @defiapp, @aevoxyz, @HyperliquidX AI agents

SEC Commissioner Hester Peirce just clarified that tokenization rules will only apply to real, asset-backed securities. No synthetic stock tokens. No fake representations. Regulated tokenized markets are getting closer. https://t.co/DWZnw0w52q