$WETH
StableSnapshot Window: 2026-07-25 01:50 UTC · ← Back to Crypto Overview
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Cash Cat coded [Spoken audio]: Vlad has gone on CNBC and talked about RWA tokenization, you know, really, really great. Um, but, you know, all that we've been hearing about on Twitter has been cash cat, right? So these two feel a little bit disconnected, you know, we understand permissionless, you know, deployments of meme coins, but, but the KYC and, you know, maybe the token stock tokens, as you call them, is a bit different of a path to scale. Could you kind of unpack what does the token asset composition look like right now on the chain and where do you think this goes from a balanced point of view? Yeah, definitely. So I think there's a couple ways to look at it. One is certainly like TVLs and then one is certainly like volumes. That's I think roughly what people would say is like the base case. So on a TVL basis, I think it looks like not too dissimilar to what you would expect. On a TVL basis, there's a lot of lending. So like Morpho is like the you know like the big landing partner that was announced outside Robinhood. I think like on TVLs they're like around 60% that's pretty typical. If you like take them out then it looks like a little bit more reasonable because once again that's the same as like on base or like on many other kind of like L2s. Like landing is like the biggest use case on a TVL basis. Of the remaining TVL I believe it's kind of like maybe 70% is like in Uniswap pools and the remaining 30% is on stock tokens and trading platforms, roughly speaking. Of course, on a volume basis, the story is a little different because meme coin volumes and prices attract a lot of attention. And I think there was call it a nascent audience, maybe from Solana, maybe from other meme coin traders broadly, that was like waiting to try something new and interesting. And so on a volumes basis, I think it's maybe closer to like 90-10, which is not crazy because of course, like me and Quincy picked up like a lot. At a top line level, I believe Robinhood trading volumes are slightly bigger than base trading volumes and are about like 30 to 50% the size of Solana, something in that range. So those are kind of, I think the mental model comparison points that I would use is I do believe of course that long-term I think RWA's will have like call it like stable consistent growth in usage and adoption something that you would maybe more it's not like I don't know RWA's aren't going to at least most stocks aren't going to like move suddenly up 10,000 percent suddenly down and so they're like less exciting but much more stable and I'm expecting to see continued growth and then of course kind of I think trading volumes on things like memes would be like very volatile over time depending on launches and you know like movement of capital between different L2s are from Solana, etc.
