In a recent thread on X, crypto influencer Emperor Osmo highlighted a powerful quote from Andy, founder of The Rollup: "I'm fully convinced most of us here are underestimating the amount of capital that is coming onchain." Osmo adds that this influx will primarily arrive through tokenized assets, backed by a striking chart showing the top performers in this space.

Tokenized assets, for those new to the term, are real-world items like bonds, funds, or currencies represented as digital tokens on a blockchain. This bridges traditional finance (TradFi) with decentralized finance (DeFi), making it easier for institutions to pour money into crypto without the usual hurdles.

The chart Osmo shared ranks the top 10 assets by 30-day market cap growth, dominated by stablecoins and tokenized funds. Leading the pack is USCC from Superstate, a tokenized fund with a whopping 63.1% increase to $603.7 million. Close behind is EURA by Angle, a stablecoin up 53.1% to $29.9 million, and PYUSD from PayPal, surging 25.5% to $3.4 billion.

This data underscores a broader trend: institutional players are tokenizing everything from U.S. Treasuries to euro-denominated assets, unlocking liquidity and efficiency on chains like Ethereum and Solana. For example, USTB, another Superstate offering, grew 20.3% to $818.0 million, while VBILL from Securitize and VanEck hit 18.7% growth.

Why does this matter for meme token enthusiasts? As more capital floods on-chain via these stable, regulated assets, it creates a fertile ground for speculative plays like memes. Think of it as building the highway before the race cars arrive – higher liquidity means bigger pumps, more trading volume, and fresh opportunities in the meme economy.

Replies to the thread echo this excitement. One user notes the space is "up ~200% yoy and that is just the beginning," while others warn that infrastructure isn't fully ready yet. It's a reminder to zoom out, as Andy advises: focus on years and decades, not just the next pump.

For deeper dives into how RWAs (real-world assets) intersect with memes, check out resources like RWA.xyz or follow key players on X like @Flowslikeosmo. As the on-chain revolution accelerates, staying informed could be your edge in this trillion-dollar shift.