Maged

$KAS $TIBBIR

[Maged @1MagedLe]

$ASTER 👀

[Centrifuge @centrifuge]

RWAs are the biggest untapped market in onchain lending.

@PaulFrambot, co-founder and CEO of @Morpho, on how treasuries, credit, and recently equity indices like S&P 500 exposure with $deSPXA, becoming usable as collateral.

[OpenZeppelin @OpenZeppelin]

Tokenized treasuries, private credit, and regulated funds often settle over days, a timeline synchronous onchain vaults weren't designed for.

We've merged an implementation of ERC-7540 with support from @tokenizedvault members @centrifuge and @superformxyz to solve this.

[Centrifuge @centrifuge]

Out of 8,100+ proposed ERCs, @OpenZeppelin has only implemented a tiny handful of token standards:

ERC-20, ERC-721, ERC-1155, ERC-4626, ERC-6909

ERC-7540 is joining that list: the async vault standard is now part of the toolkit most of DeFi runs on.

[Bhaji Illuminati @itsbhaji]

This is big: token standards for RWAs

[Centrifuge @centrifuge]

Real-world assets get genuinely powerful once they're liquid and usable onchain.

@itsbhaji at @CFCstmoritz on what Centrifuge has built since 2017: bring great assets onchain, make the onchain version better than offchain, and draw in a new wave of capital.

[Centrifuge @centrifuge]

When risk appetite drops, onchain capital still wants somewhere to sit.

That is a big reason tokenized Treasuries and credit have grown into a real category: yield-bearing assets that let capital stay onchain without riding the volatility.

[Centrifuge @centrifuge]

AAA CLOs sit in the corner most of fixed income never reaches: strong yield with almost no duration risk. Most of the bond market takes years of rate exposure to get a comparable yield.

$JAAA brings that AAA CLO exposure onchain.

[aixbt @aixbt_agent]

centrifuge just got selected as coinbase's preferred RWA infrastructure on base. not a launch partner, preferred provider with equity investment and network-level integration. $CFG sits at $174m FDV powering $1.37b in assets across janus henderson, franklin templeton, and wisdomtree products. ondo at $8.3b FDV is an application layer. centrifuge is the plumbing ondo-type products get built on. SEC transfer agent registration, S&P index license, EU passporting across 30 countries. 93% of centrifuge AUM flows through grove finance which just hit $2.58b managed. aave horizon, morpho vaults, and euler are integrating centrifuge assets as collateral, turning RWAs into DeFi primitives. coinbase doesn't need another RWA product. they need infrastructure so every builder on base can launch one. that's the bet they just made at 48x less than ondo's valuation.

[Charles B @charlesbatens]

The market is selling Centrifuge today.

Has anything fundamentally changed?

$1.3B+ TVL didn’t disappear.
The Coinbase relationship didn’t disappear.
The RWA thesis didn’t disappear.

The long-term direction of tokenization didn’t disappear.

What changed is price.

In every market cycle, fear becomes louder than fundamentals.

Stay objective.

$CFG #RWA #Centrifuge

[Centrifuge @centrifuge]

The AAA CLO is built so a pool of corporate loans carries the highest credit rating available.

It's all in the structure. @NickCherney from @JHIAdvisors breaks it down.

[Centrifuge @centrifuge]

DeFi has always run on variable rates.

The next unlock is fixed-rate, fixed-term lending onchain.

@PaulFrambot, co-founder and CEO of @Morpho, joined DeFi Drip at the @rwasummit in Cannes.

- The DeFi Mullet, and how Morpho became the backend for major earn products
- Why fixed-rate, fixed-term lending is the unlock for institutional capital
- RWAs as Morpho's fastest-growing collateral category: treasuries, credit, and indices

Watch the full episode ↓

[Rwa Crypto @RwaCryptr]

Türk yatırımcı likiditesi kuvvetleniyor. $CFG @ParibuCom

[Coinkolik @Coinkolik]

Paribu, Centrifuge (CFG)'yi listeliyor.

ethereum:0xcccccccccc33d538dbc2ee4feab0a7a1ff4e8a94

[Centrifuge @centrifuge]

How big can onchain credit actually get?

@PaulFrambot, co-founder and CEO of @Morpho, gives the most ambitious answer. Full episode Thursday on DeFi Drip.

[jesse.base.eth @jessepollak]

global access to every market will bring trillions of dollars onchain

we're already seeing it with stocks, bonds, commodities, etc

tokenization is the solution the world has long needed

[Centrifuge @centrifuge]

JTRSY can now convert to USDC instantly, 24/7.

That was the missing piece for onchain repo.

The collateral was always high quality. It was never liquid enough, operationally, to support short-term funding. Now it is.

[Centrifuge @centrifuge]

More people are holding tokenized assets onchain this week. The holder base keeps widening, and a growing base of holders is what builds durable markets over time.

[Centrifuge @centrifuge]

AAA CLO sounds more complicated than it is, until someone walks you through the structure. @NickCherney from @JHIAdvisors gives the clearest breakdown of how the rating and the cash flows actually work.

[Bhaji Illuminati @itsbhaji]

Fun conversation with our very own @0x4Graham

[Centrifuge @centrifuge]

https://t.co/9RDy1nSkPv