•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Analyst Tim Warren says retail investors are losing interest in crypto, while major institutions—including BlackRock, JPMorgan, DTCC, and Goldman Sachs—are positioning for a “huge move” into real-world assets (RWAs). The strategy centers on tokenizing traditional holdings such as U.S. treasuries, real estate, bonds, and loans, and moving them onto blockchain infrastructure.
Warren argues that if regulatory frameworks such as the Clarity Act are implemented, trillions of dollars could flow into the RWA sector. He frames RWAs as one of the largest narratives for the next market cycle.
Warren highlights Chainlink as a core infrastructure layer that connects real-world data to blockchain. He points to services including secure price feeds, proof-of-reserves verification, and NAV (net asset value) calculations—tools institutions may require before deploying capital on-chain.
He also notes Chainlink’s integrations with SWIFT, Aave, and Ondo Finance. Its cross-chain system, CCIP, is described as enabling tokenized assets to move across different blockchains with institutional-grade security.
On price, Warren says LINK is trading around $9.15, with a potential short-term dip to a range of $7.5–$6.5. Longer-term projections vary, with conservative targets near $50 and more aggressive estimates reaching $100–$200.
Warren next focuses on Ondo Finance, which aims to bring U.S. treasuries on-chain. He cites products including USDY and OUSG, saying they have attracted more than $3 billion in locked value.
He adds that Ondo is backed by major firms such as BlackRock and Fidelity, positioning it as a bridge between traditional finance and crypto markets.
Ondo’s token is described as trading near $0.25, with potential downside scenarios to $0.20 or even $0.14. If RWAs expand, Warren says projections range from $5–$10.
Warren also names Hedera as an enterprise-focused infrastructure option. He describes it as offering fast transaction speeds, low fees, and compliance-ready systems—features he says institutions prioritize.
He notes Hedera’s use in real-world cases such as tokenized real estate, with backing from companies including Google and IBM.
HBAR is cited at around $0.086, with downside risk toward $0.072–$0.055. In a stronger cycle, Warren’s targets range from $0.60 to above $1.
Warren identifies Ethereum as the main base layer for tokenized assets. He says many RWAs are already being built or traded on Ethereum due to its liquidity and broader ecosystem.
He also points to institutional involvement, including BlackRock and JPMorgan using Ethereum for tokenized products.
ETH is described at about $2,300, with potential dips to $1,600 or $1,200. Long-term projections mentioned range from $8,000 up to as high as $25,000.
Finally, Warren highlights Canton Network as a privacy-focused system for institutions. He says it is designed for regulated finance and is intended to handle assets such as treasuries, loans, and money markets.
He notes DTCC and Goldman Sachs involvement, along with plans for live treasury settlements in 2026. Canton is described as trading near $0.15, with projections between $0.50 and $1.60, though Warren says it may not follow typical crypto market cycles.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
