RWA.xyz has tokenized stocks at about $1.08B in value and $2.10B monthly transfer volume, while Dune/Keyrock put prediction-market notional at $13B+ per month by late 2025. If those rails merge, post-human equity baskets become composable collateral and Polymarket/Kalshi odds become the hedge layer for AI-capex, robotics rollout, CRISPR approvals and compute-supply shocks. Stablecoin liquidity can buy tokenized NVDA/TSLA/biotech exposure and hedge milestone risk onchain; custody and oracle design decide whether this becomes market structure or stays another wrapper trade.

Top comment by @Benthic