Tokenized RWAs Could Be Crypto’s Biggest Long-Term Opportunity w/ Olivier Dang

Watch on YouTube ↗  |  April 28, 2026 at 18:45  |  31:13  |  Milk Road Macro
Speakers

Summary

Olivier Dang discusses tokenized real-world assets as a massive long-term opportunity. He explains Kaio's protocol bringing institutional funds like BlackRock money market funds onchain across multiple L1s. He remains bullish on crypto, expects Bitcoin breakout to lift top coins, and warns against meme coins.

  • Tokenized RWAs could be crypto's biggest long-term trend.
  • Kaio has tokenized funds from BlackRock, Brevan Howard, Hamilton Lane, Mubadala.
  • Funds are available on Ethereum, Near, Sui, Aptos, Hedera, and other L1s.
  • Olivier sees fiat coming onchain driving demand for tokenized traditional products.
  • He is bullish on Bitcoin and expects top coins to reaccelerate after breakout.
  • Cultural hurdles remain but the tokenization journey is long-term.
  • He advises focusing on projects with real business models rather than meme coins.
Trade Ideas
Bullish on Bitcoin and top coins
I remain super bullish on crypto. Once Bitcoin breaks out of its current range, top 5-10 coins will reaccelerate. Tailwinds from regulation and institutionalization support this view. High-quality projects with real business models will outperform.
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This Milk Road Macro video, published April 28, 2026, features Olivier Dang discussing BTC. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Olivier Dang  · Tickers: BTC