Crypto Scenario Insights

Hyperliquid's RWA Dominance: A New Era for DeFi or Niche Trend?

What happened

Hyperliquid, a decentralized exchange, reported that Real-World Assets (RWAs), primarily tokenized stocks, accounted for 54% of its weekly trading volume (July 13-19), totaling $26 billion.

What we think

The most likely outcome is a neutral impact on the broader crypto market in the short-to-medium term (55% probability), with Hyperliquid and its HYPE token being the primary beneficiaries of increased RWA trading volume.…

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Hyperliquid's RWA Dominance: A New Era for DeFi or Niche Trend?

We explain what happened and what could follow. We do not forecast prices.

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