RWA Infrastructure 8
The pure-play RWA builders. Ondo runs tokenized treasuries and is the category-defining RWA brand. Polymesh and Dusk operate regulated security-token L1s. Centrifuge brings real-world credit on-chain. MANTRA and Plume target RWA-native chain layers. Solv tokenizes Bitcoin into yield-bearing instruments. INJ provides the iAssets framework for on-chain equities. Higher beta than OTR6 because most constituents are mid-cap and still in distribution, but this is where the protocol-revenue flywheel sits.
Max expected loss, 95% confidence, historical.
| Symbol | Weight |
|---|---|
| ONDO | 18% |
| POLYX | 14% |
| CFG | 14% |
| PLUME | 12% |
| MANTRA | 12% |
| INJ | 10% |
| SOLV | 10% |
| DUSK | 10% |
We are refining the weighting and rebalance cadence on this index. Trade access opens once the methodology stabilises. In the meantime, our methodology paper covers the current state of the construction. ORWI8 stays on the catalogue with a live NAV reading.