I think there’s money to be made in VWA

Why I believe there’s money to be made in Vanguard (VWA)

Over the past few weeks I’ve been watching VWA in my Phantom Wallet and I’m increasingly convinced that, while speculative, it offers a potential upside that few projects at its stage still provide. Here’s the reasoning behind my bullish view.

1. A hot narrative: Real-World Asset (RWA) tokenization

One of the strongest drivers behind VWA is the narrative of “real-world assets on chain”. The project presents itself as bridging the physical world—precious metals, gemstones, luxury goods, etc.—with blockchain liquidity and fractional ownership via Solana.  In today’s crypto climate, asset tokenization is increasingly seen as one of the next major frontiers (beyond just DeFi and NFTs). VWA taps into that trend. If the narrative wins adoption, early entrants can benefit. Since this is still relatively nascent, the upside (and risk) remain large.

1. Early low market-cap / room for growth

According to market data, VWA has a market cap in the single-digit millions (e.g., ~$7–10 M) and trading volume that is still modest compared to larger tokens.  In investment vernacular: if the project actually executes (or even partially), there’s more “room to move up” compared to a mega-cap token which already has a lot of the good news baked in. Because VWA is early, the potential multiple is higher (for better or worse).

1. Built on Solana for speed / cost efficiency

VWA is on the Solana blockchain.  Solana offers high throughput and low transaction fees (compared to some older networks). That choice is relevant: For a tokenization use-case (many fractional trades, many small holders) you want a blockchain with low friction. If VWA garners usage, Solana’s infrastructure gives it a technical advantage relative to something expensive or slow to use.

1. Fractional ownership + accessibility

One of the premises of VWA is that instead of needing to buy a whole gold bar or a rare collectible, investors can buy fractions via tokens.  By opening up traditionally illiquid/expensive assets to a broader audience, VWA is appealing for retail. If that model catches on, demand could outpace supply and push value higher. In short: you’re buying into a narrative of accessibility.

1. Narrative momentum = hype + attention

VWA has already had strong social attention: trading volume spikes, media coverage, community hype.  In crypto, attention matters. If more people hear about VWA, the “fear of missing out” (FOMO) can drive price momentum. If you got in early and ride that wave, the gains can be meaningful. Because you already hold it in Phantom, you’re primed to benefit if that wave hits.

1. A high‐risk/ high‐reward payoff structure

Because the token is still early, with significant uncertainty, the asymmetry is interesting: you either lose some (or most) of your investment, or you might capture large gains if the project delivers or if market sentiment runs. If you’re comfortable with risk, this kind of positioning is one way people try to capture outsized returns in crypto.

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My thesis summary in one sentence

I think VWA offers a cheap entry into a big growth narrative (RWA tokenization) on a technically strong chain (Solana) with potential for social hype and retail adoption — which together could drive meaningful upside if supported by execution. Because the market has not fully priced in “real‐RWA + tokenization + Solana + retail faucet”, there’s a chance for a multiple from here if things go right.

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Why I’m cautious (and what could stop it)

Because I think it’s also important to keep the risks front of mind: • No verifiable partnerships: Despite the name “Vanguard,” there is no confirmed link to the well-known asset manager Vanguard Group, and claims of backing by Ripple are unverified.  That means the very premise of trust (i.e., “this is asset-backed by a big institution”) is uncertain. • Transparency / concentration risk: On‐chain data suggest that a very large proportion of the token supply is held by a small number of wallets. For example, one article puts the top 50 addresses controlling ~89-90% of supply.  When supply is so concentrated, one or more large holders dumping could collapse the price. • Hype vs. substance: The narrative is strong, but many details (white-paper, verified asset custody, audit) appear weak or missing.  If the project fails to deliver proof of real assets or credible audits, the hype may fade and price along with it. • Liquidity & market depth: Small market cap and thin order books mean large trades can move the price sharply. And exit risk can be high if many holders try to unload.  That means gains can come fast — but losses can come faster. • Regulatory / structural risk: Tokenizing real-world assets often triggers regulatory complexity (asset custody, ownership rights, compliance). If VWA runs into legal issues or fails to meet those obligations, the value could suffer. • Narrative competition / fatigue: “RWA tokenization” is becoming crowded. If many projects claim similar things, only a few will succeed. If VWA doesn’t stand out or lose narrative share, the premium might shrink.

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My plan & what I’ll be watching

Since I believe there is money to be made, my plan is to hold my current position and monitor several key “checkpoint” signals: 1. Proof of asset backing – Does VWA publish verifiable auditing of its asset-backing? If yes, that’s a major positive. 2. Strategic partnerships / listings – Does the token get listed on major exchanges or does the team announce credible partners in asset markets? 3. Tokenomics unlocking / supply schedule – I’ll watch for announcements of large unlocks or vesting schedules; these can create downward price pressure. 4. Liquidity & depth growth – Are there meaningful increases in trading volume, deeper pools on Solana DEXs, more holders beyond top addresses? 5. Narrative continuation or shift – If the team delivers new features, utility beyond just “tokenize assets”, that’s a win. If they pivot or stagnate, risk increases.

If these signals align positively, I believe VWA could grow meaningfully from its current levels. If they don’t, I’m prepared to exit or reduce exposure.

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Why I personally think now is a good entry time • Because VWA is still small and under-the-radar, the upside (multiple potential) is higher. Many later-stage projects have less “moat” for further growth. • Because I already have the tokens in Phantom, my cost basis is locked, I don’t need to buy in at a higher price — that gives me a psychological edge. • Because the broader macro crypto environment is showing renewed interest in narratives beyond just Bitcoin and major altcoins; RWA is one of those fresh themes. • Because the downside is capped: I can afford to lose this stake if it goes wrong (which is part of the gamble), while the potential upside is multiple-times if it takes off.

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Final thoughts

In short: I believe there is money to be made in VWA because it hits a confluence of factors — a compelling narrative (real-world asset tokenization), a technically favorable platform (Solana), early market entry (low cap), and social momentum (hype). However — and this is crucial — this is far from a sure thing. The risks are significant: lack of verified credentials, concentration of supply, liquidity issues, regulatory uncertainties and the ever-present possibility of hype that fades.

For someone like me who’s comfortable with risk, has a small stake, and is willing to monitor developments closely, VWA represents a high-risk/high-reward opportunity. If the team delivers and the narrative catches fire, I could see meaningful gains. If not, I am mentally prepared for a loss.

So yes — I think there’s money to be made, but only if one plays it carefully, watches the signals, and treats this as a speculative position rather than a “safe bet”.