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

FID 17582 | web3 ZK investor olivecapital.vc | podcast host runwayseries.co | vc researcher | art rapha.elgrie.co | meme @chaton | swiss community builder @base

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.