# rwa-analysis

> Claude/Codex skill by [@allium-labs](https://omgskills.com/library/allium-labs/index.md) · 0 stars · Updated 2026-10-23

Methodology playbook for analyzing tokenized real-world assets (RWA) on Allium — tokenized treasuries, money market funds, tokenized equities/pre-IPO stocks, commodities, and private credit. Use whenever a question touches RWA supply, AUM, market cap, holders, mint/burn activity, or classification — even if the user just says "tokenized treasuries," "BUIDL," "tokenized stocks," "money market fund AUM growth," or names a specific RWA product/issuer. Covers the aggregation mistakes, classification pitfalls, and data-quality exclusions that come up repeatedly in real RWA questions before you write the SQL.

## Install

```sh
git clone https://github.com/allium-labs/allium-claude-plugin /tmp/allium-claude-plugin && ln -s /tmp/allium-claude-plugin/skills/rwa-analysis ~/.claude/skills/rwa-analysis
```

## From README

RWA Analysis RWA questions look like simple aggregations ("what's the AUM of X," "how many holders does Y have") but the naive query is usually wrong in a specific, recurring way. Read this before writing SQL for an RWA question — it's cheaper than debugging a 30x-inflated number after the fact. Aggregation: snapshot, don't sum AUM, market cap, and supply are stock quantities (a balance at a point in time), not flow quantities. Summing a daily-snapshot table across a date range compounds the same balance over and over. Take the latest row per grouping key (QUALIFY ROWNUMBER() OVER (PARTITION BY ... ORDER BY date DESC) = 1, or MAX(date) per group), never SUM(marketcapusd) / SUM(supply) across days. This mistake is easy to miss because the wrong number is still plausible-looking — one real case reported "$220B" AUM that was actually $7.2B, a 30x inflation from summing 30 days of the same snapshot.

## Links

- HTML page: https://omgskills.com/library/allium-labs/allium-claude-plugin/skills/rwa-analysis/
- GitHub: https://github.com/allium-labs/allium-claude-plugin
- Author: [@allium-labs](https://omgskills.com/library/allium-labs/index.md)

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