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Threading on the Edge Threading on the Edge @threadingontheedge · 7.75K subscribers
Post #4071 458
Prediction: @arbitrum ’s RWA ecosystem 3X in 2026

Not because RWAs are trendy -but because distribution + compliance are converging.

Today:
• ~$850M RWA TVL
• Highly concentrated → top 3 protocols drive ~77%

That's a sign of early institutional consolidation

The real signal wasn’t just TVL growth → it was Robinhood and Exodus choosing Arbitrum to tokenise stocks & ETFs

Stocks are just the start

The next phase is multi-asset RWAs:
equities → ETFs → metals → structured products

The real RWA race isn’t L1 vs L2 or app-specific chains - it’s who institutions trust to settle value.

https://x.com/thelearningpill/status/2006002396695351783
X (formerly Twitter) The Learning Pill 💊 (@thelearningpill) on X Prediction: @arbitrum ’s RWA ecosystem 3X in 2026 Not because RWAs are trendy -but because distribution + compliance are converging. Today: • ~$850M RWA TVL • Highly concentrated → top 3 protocols drive ~77% That's a sign of early institutional consolidation…
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