RWA is having its moment while everyone argues about $BTC A few weeks of strong altcoin moves and the whole market is debating whether $BTC pumps or dumps next. Meanwhile #RWA just crossed $51B, up 42% since January and nobody's talking about it - Private credit now leads at 44% of total market value - Figure Technology Solutions sits at $18B in assets alone - @BlackRock's BUIDL crossed $2.5B - RWA derivatives on Hyperliquid hit $65B in April volume But the number that matters most isn't any of those @The_DTCC just announced a partnership with @StellarOrg to bring tokenized assets onchain. Deployment target: first half of 2027 If you don't know what DTCC is, here's the short version. It manages over $100 trillion through its subsidiary DTC. Annual settlement volume runs $3,700–4,000 trillion, a number that dwarfs global GDP. Over 1.4 million securities from 150+ countries flow through it. BlackRock manages $14 trillion. DTCC is 7x that This is the actual backbone of global capital markets. And it just chose a public blockchain. Stellar is the second chain after @CantonNetwork. If you're allocating in RWA and not watching DTCC, you're following the narrative instead of the infrastructure

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Tips to find GEMs in this period Correct me if I’m wrong but altcoins look itchy to pump again. Problem is there are too many tokens now. My current focus is finding projects with some of these traits: - Binance Alpha - AI - Privacy - RWA Check the onchain: - Who holds most of the supply? - How much is actually circulating? - Is circulating supply held by retail or whales? - Check recent large transactions Like with $ESPORTS, weeks ago I noticed a lot of tokens moving out, getting split into multiple fresh wallets, then funded with small amounts of $BNB for fees. Understand the project: - Any breakthrough or meaningful updates? - Does it generate revenue? - Where does the revenue come from? - Are there active users? Examples moving recently: - $NEAR - $Q - $VVV Don’t just FOMO into pumps. Understand the project + check the onchain or you might become exit liquidity like $ESPORTS. (Actually I shorted it.)

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Tips to find GEMs in this period Correct me if I’m wrong but altcoins look itchy to pump again. Problem is there are too many tokens now. My current focus is finding projects with some of these traits: - Binance Alpha - AI - Privacy - RWA Check the onchain: - Who holds most of the supply? - How much is actually circulating? - Is circulating supply held by retail or whales? - Check recent large transactions Like with $ESPORTS, weeks ago I noticed a lot of tokens moving out, getting split into multiple fresh wallets, then funded with small amounts of $BNB for fees. Understand the project: - Any breakthrough or meaningful updates? - Does it generate revenue? - Where does the revenue come from? - Are there active users? Examples moving recently: - $NEAR - $Q - $VVV Don’t just FOMO into pumps. Understand the project + check the onchain or you might become exit liquidity like $ESPORTS. (Actually I shorted it.)

Name & Symbol: Yooldo ($ESPORTS)
Address: 0xf39e4b21c84e737df08e2c3b32541d856f508e48

Tips to find GEMs in this period Correct me if I’m wrong but altcoins look itchy to pump again. Problem is there are too many tokens now. My current focus is finding projects with some of these traits: - Binance Alpha - AI - Privacy - RWA Check the onchain: - Who holds most of the supply? - How much is actually circulating? - Is circulating supply held by retail or whales? - Check recent large transactions Like with $ESPORTS, weeks ago I noticed a lot of tokens moving out, getting split into multiple fresh wallets, then funded with small amounts of $BNB for fees. Understand the project: - Any breakthrough or meaningful updates? - Does it generate revenue? - Where does the revenue come from? - Are there active users? Examples moving recently: - $NEAR - $Q - $VVV Don’t just FOMO into pumps. Understand the project + check the onchain or you might become exit liquidity like $ESPORTS. (Actually I shorted it.)

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

Tips to find GEMs in this period Correct me if I’m wrong but altcoins look itchy to pump again. Problem is there are too many tokens now. My current focus is finding projects with some of these traits: - Binance Alpha - AI - Privacy - RWA Check the onchain: - Who holds most of the supply? - How much is actually circulating? - Is circulating supply held by retail or whales? - Check recent large transactions Like with $ESPORTS, weeks ago I noticed a lot of tokens moving out, getting split into multiple fresh wallets, then funded with small amounts of $BNB for fees. Understand the project: - Any breakthrough or meaningful updates? - Does it generate revenue? - Where does the revenue come from? - Are there active users? Examples moving recently: - $NEAR - $Q - $VVV Don’t just FOMO into pumps. Understand the project + check the onchain or you might become exit liquidity like $ESPORTS. (Actually I shorted it.)

Name & Symbol: Quack AI ($Q)
Address: 0xc07e1300dc138601fa6b0b59f8d0fa477e690589

DeFi wraps principal risk, yield volatility, and protocol tail risk into single monolithic positions. Institutions won't underwrite the full stack, while yield farmers get diluted upside because the whole pool has to stay "safe enough" for everyone. This is exactly why tranching exploded in TradFi back in the 80s. Once mortgage, credit card, and auto loan pools got big enough, banks sliced the cash flows into senior pieces (protected, lower yield) and junior pieces (high risk, high reward). That matched pension funds/insurers with safety and hedge funds with leverage, growing the securitization market from basically nothing to multiple trillions in outstanding securities. DeFi is at the same point now. With diverse yields like RWA credit, basis trades and options vaults, smart contract tranching can split those risks cleanly and transparently. The assets and the capital are finally here. Tranching is the missing piece.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Tips to find GEMs in this period Correct me if I’m wrong but altcoins look itchy to pump again. Problem is there are too many tokens now. My current focus is finding projects with some of these traits: - Binance Alpha - AI - Privacy - RWA Check the onchain: - Who holds most of the supply? - How much is actually circulating? - Is circulating supply held by retail or whales? - Check recent large transactions Like with $ESPORTS, weeks ago I noticed a lot of tokens moving out, getting split into multiple fresh wallets, then funded with small amounts of $BNB for fees. Understand the project: - Any breakthrough or meaningful updates? - Does it generate revenue? - Where does the revenue come from? - Are there active users? Examples moving recently: - $NEAR - $Q - $VVV Don’t just FOMO into pumps. Understand the project + check the onchain or you might become exit liquidity like $ESPORTS. (Actually I shorted it.)

Name & Symbol: Yooldo ($ESPORTS)
Address: 0xf39e4b21c84e737df08e2c3b32541d856f508e48

Tips to find GEMs in this period Correct me if I’m wrong but altcoins look itchy to pump again. Problem is there are too many tokens now. My current focus is finding projects with some of these traits: - Binance Alpha - AI - Privacy - RWA Check the onchain: - Who holds most of the supply? - How much is actually circulating? - Is circulating supply held by retail or whales? - Check recent large transactions Like with $ESPORTS, weeks ago I noticed a lot of tokens moving out, getting split into multiple fresh wallets, then funded with small amounts of $BNB for fees. Understand the project: - Any breakthrough or meaningful updates? - Does it generate revenue? - Where does the revenue come from? - Are there active users? Examples moving recently: - $NEAR - $Q - $VVV Don’t just FOMO into pumps. Understand the project + check the onchain or you might become exit liquidity like $ESPORTS. (Actually I shorted it.)

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

Tips to find GEMs in this period Correct me if I’m wrong but altcoins look itchy to pump again. Problem is there are too many tokens now. My current focus is finding projects with some of these traits: - Binance Alpha - AI - Privacy - RWA Check the onchain: - Who holds most of the supply? - How much is actually circulating? - Is circulating supply held by retail or whales? - Check recent large transactions Like with $ESPORTS, weeks ago I noticed a lot of tokens moving out, getting split into multiple fresh wallets, then funded with small amounts of $BNB for fees. Understand the project: - Any breakthrough or meaningful updates? - Does it generate revenue? - Where does the revenue come from? - Are there active users? Examples moving recently: - $NEAR - $Q - $VVV Don’t just FOMO into pumps. Understand the project + check the onchain or you might become exit liquidity like $ESPORTS. (Actually I shorted it.)

Name & Symbol: Quack AI ($Q)
Address: 0xc07e1300dc138601fa6b0b59f8d0fa477e690589

Is crypto being quietly bought out by the people who used to mock it? The numbers tell the story: - $15.12B tokenized stock volume in Q1 2026 - Beat all of H2 2025 combined ($14.84B) - Total RWA tokenized assets hit $26B, up 4x in one year And it's not retail moving this. Look at who's been busy: - @BlackRock brought its $2.4B BUIDL fund onto @Uniswap. Also bought $UNI tokens - Apollo ($700B AUM) tokenized its credit fund across 6 blockchains - @jpmorgan launched $JPMD deposit token on @coinbase's @base - JPMorgan, BofA, Citigroup, Wells Fargo in talks for a joint stablecoin - Fidelity hiring a "DeFi vaults manager" - Morgan Stanley opened crypto trading on E*Trade - @Bitwise just took over Superstate's $267M tokenized fund The migration chain is critical if you don't know: TradFi tokenizes assets → real volume hits DeFi rails → infrastructure protocols capture fees → tokens with revenue start outperforming → narrative shifts from "crypto vs TradFi" to "which chain wins TradFi" Most people will miss this because of anchoring bias. The first time they heard about crypto was FTX or a rug pull. That image stuck even though the market moved on. Even crypto veterans tuned out after hearing "institutions are coming" too many times The size of the prize: - ETF market: $30,000B - Global equities: $110,000B - Bonds: $145,000B - Total tokenized assets today: $26B Larry Fink said it plainly: every stock, every bond will be tokenized. McKinsey forecasts $2,000B by 2030. Standard Chartered says $30,000B by 2034 If you love this market beyond trading memes and ignoring this, you need to look at the bigger picture again. The next cycle won't be won by who shouted the loudest. It will be won by those who positioned in the right sector before TradFi finished building it

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Is crypto being quietly bought out by the people who used to mock it? The numbers tell the story: - $15.12B tokenized stock volume in Q1 2026 - Beat all of H2 2025 combined ($14.84B) - Total RWA tokenized assets hit $26B, up 4x in one year And it's not retail moving this. Look at who's been busy: - @BlackRock brought its $2.4B BUIDL fund onto @Uniswap. Also bought $UNI tokens - Apollo ($700B AUM) tokenized its credit fund across 6 blockchains - @jpmorgan launched $JPMD deposit token on @coinbase's @base - JPMorgan, BofA, Citigroup, Wells Fargo in talks for a joint stablecoin - Fidelity hiring a "DeFi vaults manager" - Morgan Stanley opened crypto trading on E*Trade - @Bitwise just took over Superstate's $267M tokenized fund The migration chain is critical if you don't know: TradFi tokenizes assets → real volume hits DeFi rails → infrastructure protocols capture fees → tokens with revenue start outperforming → narrative shifts from "crypto vs TradFi" to "which chain wins TradFi" Most people will miss this because of anchoring bias. The first time they heard about crypto was FTX or a rug pull. That image stuck even though the market moved on. Even crypto veterans tuned out after hearing "institutions are coming" too many times The size of the prize: - ETF market: $30,000B - Global equities: $110,000B - Bonds: $145,000B - Total tokenized assets today: $26B Larry Fink said it plainly: every stock, every bond will be tokenized. McKinsey forecasts $2,000B by 2030. Standard Chartered says $30,000B by 2034 If you love this market beyond trading memes and ignoring this, you need to look at the bigger picture again. The next cycle won't be won by who shouted the loudest. It will be won by those who positioned in the right sector before TradFi finished building it

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

You'll get dumped on again, just like every season before 2022: a16z, Haun, Dragonfly all raised funds in the middle of crypto winter - You can look at all the projects they backed back then to see the results today 2026: they're doing it again. Same players. Same timing. Preparing for 2027-2028 We know how this plays out. Same as before Build hype, retail buys the top, charts cut in half, then in three The fund sizes this time: - a16z crypto: $2.2B, down from $4.5B in 2022, 10-year deploy window - Haun Ventures: $1B, down from $1.5B last time - Dragonfly Capital: $650M, same as 2022 - Blockchain Capital: raising $700M - Paradigm: rumored $1.5B Smaller funds. Same playbook. The question is who's exit liquidity for who A new VC fund isn't a bull signal It's a calendar. 2-3 years out, another TGE wave drops Know your entry. Know your exit. Don't hold to zero But here's what's actually different this cycle VCs are far more selective. They want real product-market fit, real users, real revenue. The hype filter is gone. Which means the projects that survive the dump will actually be worth holding All three funds independently landed on the same sectors: - Stablecoins & Payments - RWA - DeFi infrastructure - AI × Crypto And it's not just VC narrative. Real money is already moving here: - Mastercard acquired BVNK for $1.8B - Kalshi raised $1B - Polymarket raised $600M - Rain: $250M Series C. Slash: $100M. Reap: $600M TradFi is buying the infrastructure directly with billion-dollar checks So the game hasn't changed, someone is still exit liquidity for someone But the projects getting funded in these 4 sectors are the ones still standing in 2027 If you're playing long term, pick projects with strong communities and real revenue. Understand the revenue model deeply before you put money in. Don't skip that part Trade the hype. Hold what survives

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

You'll get dumped on again, just like every season before 2022: a16z, Haun, Dragonfly all raised funds in the middle of crypto winter - You can look at all the projects they backed back then to see the results today 2026: they're doing it again. Same players. Same timing. Preparing for 2027-2028 We know how this plays out. Same as before Build hype, retail buys the top, charts cut in half, then in three The fund sizes this time: - a16z crypto: $2.2B, down from $4.5B in 2022, 10-year deploy window - Haun Ventures: $1B, down from $1.5B last time - Dragonfly Capital: $650M, same as 2022 - Blockchain Capital: raising $700M - Paradigm: rumored $1.5B Smaller funds. Same playbook. The question is who's exit liquidity for who A new VC fund isn't a bull signal It's a calendar. 2-3 years out, another TGE wave drops Know your entry. Know your exit. Don't hold to zero But here's what's actually different this cycle VCs are far more selective. They want real product-market fit, real users, real revenue. The hype filter is gone. Which means the projects that survive the dump will actually be worth holding All three funds independently landed on the same sectors: - Stablecoins & Payments - RWA - DeFi infrastructure - AI × Crypto And it's not just VC narrative. Real money is already moving here: - Mastercard acquired BVNK for $1.8B - Kalshi raised $1B - Polymarket raised $600M - Rain: $250M Series C. Slash: $100M. Reap: $600M TradFi is buying the infrastructure directly with billion-dollar checks So the game hasn't changed, someone is still exit liquidity for someone But the projects getting funded in these 4 sectors are the ones still standing in 2027 If you're playing long term, pick projects with strong communities and real revenue. Understand the revenue model deeply before you put money in. Don't skip that part Trade the hype. Hold what survives

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e