0:03:22Demystifying RWAs for Retail
Dave opened the space to demystify RWAs and educate listeners on Securitize and ShareLink. ShareLink shared his background at ADIA and why he sees blockchain disrupting traditional finance and the broken fiat system. Adrian asked about token supply with ShareLink confirming 50 percent locked for six months and 2 percent already burned.
0:03:22Purpose, Dave discloses he holds $sLINK
0:08:04First regulated UAE crypto VC fund
0:11:5717% bought
0:16:58Tokenization Explained with Pokemon Cards
Dave used a Pokemon card analogy to show RWAs can appeal to retail degens through fractional ownership. ShareLink explained tokenization by pointing to stablecoins like USDT and USDC as the first big RWA use case and noted BlackRock's tokenized treasuries on Securitize. NatNat and Dave praised the novel approach of launching a meme coin tied to real shares of Securitize.
0:21:28Layering limit orders with Tater
0:30:37Custody Plans and BTC Outlook
Landy asked detailed questions on custody, SPVs, and US regulatory clarity for backing the token with Securitize shares. ShareLink said he is researching jurisdictions and intends to complete the legal process. Landy joked about BTC range and inverting the chart while ShareLink explained the pump.fun launch as an experiment to blend meme culture with long term RWA utility and shared the disclaimer and roadmap to backing.
0:30:37RWAs
0:53:58OTC Deals and Regulation by Jurisdiction
Laura discussed OTC deals and asked which assets win with ShareLink naming stablecoins, T bills, and UAE real estate as strong candidates. Agent Naeem asked about regulation with ShareLink highlighting advanced rules in the UAE, Singapore, and Hong Kong plus a three to six month timeline for linking shares. Dave asked about valuation of the backing shares.
0:53:58Best RWA path
1:11:09Securitize Stats and Redemption Mechanics
Dave noted Securitize has over 4 billion tokenized and 550000 investor accounts and recalled meeting Saeed. ShareLink said he bootstrapped with his own money rather than investors and discussed redemption mechanics. ShareLink confirmed plans to add multi asset backing later and responded to questions on past launches.
1:24:51Tater action-fi campaign idea
1:29:41US Friction and Weekly Spaces Wrap
Emmy raised US friction, the Howey test, and NY versus Miami with ShareLink saying he aims to start in the US for reputation and that location matters less as assets move on chain. The group wrapped by mentioning Jupiter limit orders and plans for weekly spaces.
1:29:41Tokenized assets as future income
“That's a good question. I mean, look. By that time, if the token does well, then the actual securitized shares that I'm holding will be legally entitled to the token holders. So I'll basically be selling my shares if I sell the tokens, which for me, I don't think that... I think $1,250,000,000 valuation pre money for…”
SShareLink0:13:07Share on X
“Adrian Adrian, wanna know something? I'll I'll give you the perfect example because I think that's a common, like, misnomer, but I hear what you're saying. Imagine if it was a Pokemon card. Right? Like, look at it that way. Pokemons love... D gens love Pokemon, bro. Right? Like, Pokemons are some of the, like, the…”
Dave0:17:30Share on X
“Mhmm. Through Dave, I think if I if I can if I can just chime in here, Dave. Please. The easiest way for people to kinda get RWA is look at USDT. USDT, USDC, that's the first and biggest use case of RWA. Right? That's the easiest way to understand RWA. It's like you've tokenized real money, basically. So just like…”
SShareLink0:27:22Share on X