RWA ๐ Global & Macro: Goldman Sachs warns of lower global stock returns over the next year due to slowing growth and high valuations, urging caution. South Korea’s KEPCO plans to pre-collect 25 trillion won (~$18B) from Samsung and SK Hynix to fund grid infrastructure for semiconductor factories.
๐ฆ RWA & Institutional: No direct RWA tokenization news this hour; however, institutional moves like KEPCO’s grid investment signal infrastructure spending that could underpin tokenized energy assets.
โก Crypto & Markets: Solana leads August onchain application revenue at $143M, capturing 38% of the total, underscoring its ecosystem dominance and potential spillover to DeFi and RWA protocols building on Solana.
๐ก Key Takeaway: While macro headwinds loom for equities, Solana’s revenue surge highlights crypto’s resilience; watch for institutional infrastructure investments to eventually bridge into tokenized assets.