U.S. stock RWA will be the main narrative in the second half of the year. We’re bullish on four assets with strong moats, narratives that fit the theme well, and robust, steady data growth:



· Ondo (ONDO): RWA issuance and the asset side, a top leader in the track. Over the past 3 months, TVL increased from 2.6B to 3.7B (+40%), including Ondo Global Market TVL rising from 550M to 900M (+60%), and it was selected as a member of the DTCC working group.
· Jupiter (JUP): RWA liquidity front end. In less than 1 year with xStock, it reached 4亿 TVL. Recently, in collaboration with Securitize and Jump Trading, it launched on-chain compliant U.S. stock trading, covering compliance, liquidity, and front-end distribution.
· Pendle (PENDLE): The RWA yield secondary market. More than half of the TVL of various RWA yield products (such as STRC, apyUSD, etc.), at about 250M, are on its platform—growing by 1x month-over-month. This makes it easy for users to obtain 12% annualized Strategy preferred stock dividends.
· Hyperliquid (HYPE): Currently the largest RWA exchange. Its HIP-3 (U.S. stocks and commodities) trading volume and the share of open interest have both increased 10x over the past quarter. #Gate广场五月交易分享
ONDO1.05%
JUP-5.12%
PENDLE7.5%
HYPE-2.91%
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EagleEye
· 6h ago
materiliscits post
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discovery
· 10h ago
2026 GOGOGO 👊
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HighAmbition
· 10h ago
thnxx for the update
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Ryakpanda
· 11h ago
Just charge forward 👊
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