🏦 Capital Isn’t Leaving Crypto — It’s Rotating
The market feels quiet. Many say liquidity is exiting crypto.
But the data tells a different story 👀
• DeFi TVL dropped ~25% to around $94.8B
• RWA (Real World Assets on-chain) grew ~8.7% to $24.8B
This doesn’t look like an exit — it looks like a rotation.
Capital is moving from “high-risk yield farming” to “predictable cash-flow assets.” 💵
DeFi once attracted users with token incentives. But as rewards shrink and hacks increase, the risk/reward balance shifts. Investors now prefer tokenized treasuries, private credit, and real-world collateral.
Here’s the structural twist:
RWA assets grow… but RWA tokens don’t necessarily pump 📉
Why? Because value accrues to the underlying asset — not always to the governance token.
That’s a major evolution in crypto economics.
Token ≠ Value.
• DeFi = Still alive, but risk-heavy
• RWA = Capital inflow driven by yield visibility
• Market = Rotating, not collapsing
💭 What do you think — is this a long-term structural shift toward real yield? Drop your thoughts below! 👇
$BTC $ETH $TON #DeFi #RWA #OnChain #MarketRotation