This shift from AgriFORCE to AVAX One is interesting, but what really caught my attention was the RWA tokenization part.
When I saw SkyBridge Capital and Anthony Scaramucci backing it with plans to tokenize $300M in hedge fund assets, I realized this isn’t just a treasury play. Real infrastructure is being built here.
That 6.7% yield they mention is transparent and verifiable, but a question came to mind: when RWAs like real estate or revenue streams come onto Avalanche, how do you maintain liquidity and composability? Because these aren’t as liquid as native crypto assets.
I think what Matt Zhang from Hivemind Capital is seeing is that Nasdaq listing becomes a compliance layer for institutional money. Of course, that means accepting a trade-off between decentralization and regulatory approval.
If this model works, many other L1s will follow the same path to attract TradFi capital.
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Avalanche’s architecture was designed with that challenge in mind. The combination of subnets, native asset bridging, and token standards like ERC-3643 (used by Tokeny) allows RWAs to plug into DeFi while still respecting regulatory boundaries. This means tokenized assets can interact with liquidity pools, lending protocols, and marketplaces without losing compliance context.
Good point - Avalanche with subnet architecture and ERC-3643 does have a strong framework for compliance.
But my question is this: when tokenized real estate goes into a lending protocol, how does liquidation happen? With native crypto assets it’s easy - a few seconds and done. But with RWA you have to go through legal process too.
ERC-3643 maintains the compliance layer, true. But what about velocity and capital efficiency? If a tokenized asset can’t find liquidity quickly, then composability is only on paper.
Maybe the answer is in hybrid pools - where RWAs only interact with whitelisted counterparties to stay both regulatory and liquid. But that means part of DeFi becomes permissioned.