According to Julian Kwan, RWA builders should prioritize infrastructure that solves real value-transfer bottlenecks because these systems compound and outlast hype cycles, a signal for traders to favor durable infrastructure exposure over narrative-driven spikes. Source: Julian Kwan on X, Dec 5, 2025 https://twitter.com/julian2kwan/status/1996970711676539335 For traders, this highlights a cross-cycle allocation tilt toward RWA infrastructure plays and away from short-lived momentum when managing risk and entries. Source: Julian Kwan on X, Dec 5, 2025 https://twitter.com/julian2kwan/status/1996970711676539335