The RWA Reality Check

Indexed Podcast · Mar 26, 2026 · 1h 7m

In today's episode, we're joined by JW from Nexus Data Labs for a deep dive into the current state of RWAs, onchain data, and where real usage actually stands.

We discuss:

JW’s path from TradFi credit to onchain analytics

Building Nexus Data Labs and the legacy of OurNetwork

The reality behind RWA growth vs headlines

Why most RWA stablecoins sit idle

The missing piece: DeFi composability

Permissioned vs permissionless token constraints

Tokenized funds, treasuries, and actual usage

Prediction markets growth and Polymarket dominance

Hidden revenue dynamics of stablecoin collateral

Polymarket’s…