♣️Chaien♣️

My frens @RicardoNobita

[Centrifuge @centrifuge]

Most of the demand for RWAs onchain today is coming from crypto-native institutions and asset managers.

They're reaching for uncorrelated yield, returns that hold up when the market doesn't.

Sebastian Pulido from @Aave Labs on who's actually buying tokenized assets:

[ZachXBT @zachxbt]

1/ An investigation into the opaque private loans/OTC, unilateral vesting changes, market maker coordination, unknown float, and >95% supply control behind $LAB's recent pump to $6B FDV.

Here's why @LABtrade_ represents everything wrong with the current meta of retail extraction on major centralized exchanges.

[ZachXBT @zachxbt]

@MeCo_ICE Perhaps it is time for Suicide watch?

[Centrifuge @centrifuge]

Tokenization already settled the question of whether real-world assets belong onchain. The number of holders of tokenized assets is approaching one million.

What comes next is utility: tokenized funds and assets that move across chains, earn, and serve as collateral.

[UNAPOLOGETIC TRADER @BASEGEMSLLC]

$CFG $PLUME $ONDO

PLUME NEST + CENTRIFUGE
+ COINBASE = CONNECT THE DOTS ..

Centrifuge will spearhead RWA tokenization directly on Plume Network.

centrifuge plume network and coinbase +10 Coinbase made a strategic seven-figure equity investment in Centrifuge, designating the protocol as a primary preferred infrastructure layer for issuing real-world assets (RWAs) across the Base network. This collaboration targets bringing massive institutional-grade assets—including ETFs, structured products, and credit—on-chain through a secure, standardized issuance platform.

PLUME ECOSYSTEM

[Centrifuge @centrifuge]

Behind every tokenized asset is an implicit conviction: that the onchain version will be more useful than the traditional one, reaching more investors and unlocking new use cases.

Challenges exist, and together with @LayerZero_Core we are addressing them.

[Mellow @Mellow_]

tokenized RWA tokens I’m buying on the dips:

- $PLUME
- $ONDO
- $CFG
- $XLM
- $BUIDL

ONDO and CFG are both moving against the current market trend

with the huge potential of rwa tokens

i’ve made it a conviction to keep stacking both for the next bull run

hope we’ll be back soon

[Karamata_ 💎 @Karamata2_2]

@Tanaka_L2 @OndoFinance @xStocksFi @BackedFi @RobinhoodApp @Delphi_Digital I'm choosing $CFG over $ONDO.

[MAD Cripto 💎🫱.og @mattunchi]

@ZeusRWA @xStocksFi @NestCredit @OndoFinance @Paxos @tethergold @matrixdock @Reental_co @Spiko_finance @DinariGlobal @orogoldapp @RWA_xyz @RWAFoundation_ You don’t put $CFG ngmi

[Centrifuge @centrifuge]

Yield-bearing real-world assets become more useful once they're onchain. The same asset can earn, trade, and back a position at the same time.

@AdaVaughan from @StellarOrg on that capital efficiency, and on Centrifuge as the platform issuers use to reach it.

[Centrifuge @centrifuge]

When you hold a tokenized stock, what do you actually own?

On @TokenizedPod, Centrifuge CLO @JusNode breaks down the competing legal models for tokenized securities and why market structure, not the token itself, is where ownership really lives.

[OCT Gems @oct_gems]

Tokenized RWAs have now surpassed $30B on-chain.

Centrifuge already has tokenized Treasuries and AAA-rated CLO products trading inside DeFi through integrations like SushiSwap and Stellar.

$CFG still sits near a ~$123M market cap.

Why is the market barely valuing one of the earliest protocols turning RWAs into usable DeFi assets?

Centrifuge is building infrastructure that brings real-world assets on-chain and makes them usable across DeFi.

The protocol focuses on assets such as:

• US Treasuries
• Private credit
• CLOs
• Invoices
• Supply-chain assets

The key idea is composability.

Instead of simply tokenizing assets, Centrifuge aims to make them liquid, tradable, and usable as collateral throughout on-chain finance.

That differentiates it from many RWA platforms that primarily focus on issuance.

Recent integrations with networks like Stellar and LayerZero are pushing that vision further by allowing tokenized assets to move across ecosystems and interact directly with DeFi applications.

There are still important challenges.

RWAs remain heavily dependent on:

• Regulatory clarity
• Institutional participation
• Deep secondary market liquidity
• Continued integration across DeFi

Adoption also moves more slowly than in purely crypto-native sectors because traditional institutions typically operate on longer timelines.

Supply is not a major concern:

• ~577M tokens already circulate
• Total supply sits near ~697M
• Most future value depends on protocol usage rather than token scarcity

At the same time:

• No major exploit history surfaced
• No public governance controversies emerged
• Development remains consistently focused on institutional RWA infrastructure

Tokenomics

• Price: ~$0.21
• Market cap: $122.2M
• Circulating supply: 577.15M
• Total supply: 697.16M

Always take whatever you read on the internet with a pinch of salt, do your own research, NFA.

[Centrifuge @centrifuge]

Tokenized funds are becoming part of institutional market infrastructure.

@KrakenInsto is partnering with Centrifuge to bring tokenized RWAs into qualified custody, starting with Janus Henderson’s JAAA.

The first milestone in a broader partnership to expand institutional access to tokenized funds across custody, financing, and treasury workflows.

[Kraken Institutional @KrakenInsto]

TradFi yield meets crypto utility. RWAs are now live in Kraken Custody!

First up: Janus Henderson’s flagship AAA CLO strategy, tokenized by @centrifuge

Earn the fund yield, borrow against it, deploy it, 24/7 settlement

More RWAs with Centrifuge on the way

Details https://t.co/vioInK6cPV

[Centrifuge @centrifuge]

Onchain S&P 500 exposure is finding a real secondary market.

$deSPXA has traded steadily on @Uniswap all month, available any hour, any day, with no market close and no broker in between.

[Centrifuge @centrifuge]

Tokenized US treasuries and AAA CLOs exposure, $deJTRSY and $deJAAA, are trading on @SushiSwap on @Stellar.

Liquidity and composability around tokenized assets is what turns RWA growth into a working onchain market.

[Bao Justice $TSUKI 🌙 🦋 @vandopha]

is this time to buy $CFG , @aixbt_agent ?

[MSB Intel @MSBIntel]

BREAKING: $WLD FDV has nearly doubled since late April, rising from $2.6B to $5.1B.

[Centrifuge @centrifuge]

Composability is the most powerful feature of onchain capital markets, and one of the hardest to bring to regulated funds.

While real-world assets onchain surpassed $30 billion this year, only a small portion is actively used as collateral, integrated into structured products, or deployed across DeFi.

The next frontier is making tokenized assets truly interoperable across DeFi.

@LayerZero_Core and Centrifuge built this report to map where the industry stands, what's missing, and how the two are working together to unlock composability for tokenized assets.

[Centrifuge @centrifuge]

Immutable, battle-tested infrastructure at the core. Security treated as a never-ending process, with innovation happening safely on top.

That's what it takes to bring trillions of dollars in financial assets onchain.