Which risks could break the thesis, and what would warn of them?
Crypto-asset regulation is a company-specific risk signal for RealAssets: the company is building tokenized-asset infrastructure, and on April 22, 2025, Crypto Task Force Staff met with RealAssets Technologies and Labs representatives to discuss approaches to crypto-asset regulation. RACE L2 has been live on mainnet since July 2024 as a settlement layer for tokenized RWA transactions. The company's in-house KYC/AML/KYB identity layer is a stated mitigation.
RealAssets Technologies & Labs has built KYC/AML/KYB into its in-house identity layer.
2Product Overview
What does the product do for its buyer, and how is it delivered?
RACE Wallet lets investors hold positions, complete identity checks, sign documents, view a portfolio, move money, and execute partial exits from one interface. It addresses the lack of a reliable pre-maturity exit and authoritative asset record described for illiquid markets.
Illiquid real-world assets lack a reliable way to exit before maturity and a single authoritative record of asset identity, ownership, history, and value.
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TEKEVER's programme ceiling is up to £400 million over ten years, so revenue per aircraft cannot be computed; fleet size and the support TEKEVER carries set the conditions for value capture. The AR5 was selected to replace the ageing Watchkeeper drones, and on 24 July 2026 the Ministry of Defence published a transparency notice announcing a direct award to TEKEVER for Project CORVUS, with the notice not the contract itself.
The initial order will be for six AR5 drones, with up to 24 delivered by 2029. Subject to contract signature and final approvals, TEKEVER will support the capability for an initial period of at least five years, with options to extend. CORVUS will anchor TEKEVER's growing UK sovereign capability across engineering, manufacturing, training and operational support.
