Calls
2
Kelvin Sparks
Host & Research Analyst, The Block
Win Rate
0.0%
return
-9.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 09
$86.19
-11.7%
"Ethereum's still leading in RWA TVL. Solana over the weekend hit all-time highs for RWA holder counts was around like 146,000." While enterprise-focused chains are making institutional pushes, Ethereum and Solana are actively capturing the live, crypto-native RWA market. Base layer blockchains that win the RWA liquidity fragmentation battle will accrue massive fee revenue and network effects. LONG. The tokenization of real-world assets is a multi-trillion dollar total addressable market, and the leading Layer-1s capturing this Total Value Locked will see direct value accrual. Network congestion, fragmentation of liquidity across Layer-2s, or traditional finance migrating entirely to permissioned, bank-backed chains.
"Ethereum's still leading in RWA TVL. Solana over the weekend hit all-time highs for RWA holder counts was around like 146,000." While enterprise-focused chains are making institutional pushes, Ethereum and Solana are actively capturing the live, crypto-native RWA market. Base layer blockchains that win the RWA liquidity fragmentation battle will accrue massive fee revenue and network effects. LONG. The tokenization of real-world assets is a multi-trillion dollar total addressable market, and the leading Layer-1s capturing this Total Value Locked will see direct value accrual. Network congestion, fragmentation of liquidity across Layer-2s, or traditional finance migrating entirely to permissioned, bank-backed chains.
Crypto Assets
Long
Mar 09
$2030.62
-7.8%
"Ethereum's still leading in RWA TVL. Solana over the weekend hit all-time highs for RWA holder counts was around like 146,000." While enterprise-focused chains are making institutional pushes, Ethereum and Solana are actively capturing the live, crypto-native RWA market. Base layer blockchains that win the RWA liquidity fragmentation battle will accrue massive fee revenue and network effects. LONG. The tokenization of real-world assets is a multi-trillion dollar total addressable market, and the leading Layer-1s capturing this Total Value Locked will see direct value accrual. Network congestion, fragmentation of liquidity across Layer-2s, or traditional finance migrating entirely to permissioned, bank-backed chains.
"Ethereum's still leading in RWA TVL. Solana over the weekend hit all-time highs for RWA holder counts was around like 146,000." While enterprise-focused chains are making institutional pushes, Ethereum and Solana are actively capturing the live, crypto-native RWA market. Base layer blockchains that win the RWA liquidity fragmentation battle will accrue massive fee revenue and network effects. LONG. The tokenization of real-world assets is a multi-trillion dollar total addressable market, and the leading Layer-1s capturing this Total Value Locked will see direct value accrual. Network congestion, fragmentation of liquidity across Layer-2s, or traditional finance migrating entirely to permissioned, bank-backed chains.
Crypto Assets
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Kelvin Sparks has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: SOL, ETH.
