I kind of agree with Anton's perspective https://antongolub.substack.com/p/tokenization-of-real-world-assets mostly for the liquidity part: supply of RWA ok, but I dont see the demand matching

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Ex-crypto lead @Venmo/PayPal. Turning loyalty points into a global payments network at www.acme.am. Have a smile 🙂: https://bit.ly/earnsmile

I like this take. Nice wedge into the rwa space indeed

I agree - SPVs don’t scale and secondary market on-chain trades are unusable for everyday users.

imo the only RWAs that could be easily issued on-chain in the short term are loyalty points. They could drive widespread on-chain adoption, convincing institutions to progressively tokenize their assets.

I don’t disagree with any of the points in general. However, generalizing such a heterogeneous space is a mistake. Yes, of course, it’s not scalable to spin up many small customized SPVs. There are very large pools of assets like Alts though where you can solve real UX problems w blockchain tech.