BlackRock's entry signals 10x-100x potential in RWA sector.
Then, which RWA projects are most relevant to BlackRock?
Why you should pay more attention to Aptos🧵👇
1/ In Feb, the AI narrative was driven by 1) "OpenAI Sora" and 2) the "GTC 2024".
Now, RWA narrative is being led by the BlackRock tokenization fund
#BUIDL
Considering recent narratives have lasted at least a month - the rise in the RWA sector is still in its early stages.
2/ Among RWA projects, "Mid/Low cap" RWA projects listed on Binance are showing excellent performance.
From a short-term investment perspective, it's necessary to consider that liquidity/funds circulate throughout the sector whenever a specific narrative becomes popular.
3/ From a long-term
#HODL
perspective, I personally see Aptos $APT as promising.
Because Aptos will make a major RWA announcement in April.
➜ Details are likely to be revealed at the "Aptos DeFi DAYS" event held on April 2-5.
4/ A partnership with a global asset management firm is expected to be announced.
It is speculated that this may include BlackRock.
➜ Aptos founder
@moshaikhs
& Strategy BD
@neilhar_
hinted at this early on.
5/ The speculation regarding a potential partnership between Aptos-BlackRock is primarily based on:
- CEO Mo Shaikh's previous employment at BlackRock
✓ Such industry connections are often pivotal in initiating partnerships, a unique advantage for Aptos compared to other RWA.
6/ The second expected institutional partnership is with Franklin Templeton.
Previously, They invested in $APT and has planned blockchain money market funds using its platform.
➜ Vanguard and Fidelity are also being considered - hinted at by Thala Co-founder
@adamcader_
.
7/ If a partnership with a global asset management company is announced, it is highly likely that $APT will walk the same path previously taken by $AVAX.
Avalanche's partnership:
- FX Solution (Citi & Fidelity)
- Project Guardian (JPMorgan & Wisdomtree)
➜ Avalanche saw a price…
BlackRock's entry signals 10x-100x potential in RWA sector.
Then, which RWA projects are most relevant to BlackRock?
Why you should pay more attention to Aptos🧵👇