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Published 29 Jul 2026, 15:15 UTC · fetched 13 Oct 2026, 05:55 UTC
Michaël van de Poppe
@CryptoMichNL
The markets for tokenized US Treasuries has gone vertical. The entire RWA sector is booming. My main plays on this? - $ONDO - $PLUME - $LINK They'll thrive and it's only going to be a matter of time until the markets and valuations are going to follow suit. https://t.co/FnFeTrgjksView original on X ↗
Deterministic: the same prices and policy always give the same result
r = 0.0115811405441311 / 0.0118386557022724 − 1 = -2.18%d × r = -2.18% (neutral only if the price is unchanged) → incorrectOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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