RWA tokenization keeps reshaping basis compression: reading the FinCEN Withdraws tape
Ignoring governance turnout because Ether looks exciting is how late-cycle mistakes compound.
Historically, stretches where RWA tokenization leads without support from protocol revenue invite sharper reversals.
Even when feeds obsess over “FinCEN Withdraws Proposed Crypto Travel Rule Expansion in Separate November Move,” the durable question remains process versus prediction.
Historically, stretches where RWA tokenization leads without support from protocol revenue invite sharper reversals.
If both RWA tokenization and protocol revenue improve together, follow-through is more believable.
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