John Eom

[John Eom @JohnEom3]

@DannisKim15 @muneeb 이게 맞지.
기껏 기어나와서 쓴다는 글이 가족 운운하고 있으니 어이가 없었습니다.
온갖 프로페셔널한 척은 혼자 다하면서 실속은 없고..
뜬구름 잡는 헛소리 꾸며낼 생각 마시고, 반성부터 하고, 이 사태에 대한 수습이나 잘 하시길.. @muneeb

[John Eom @JohnEom3]

@Dolcong_papa 어디인가요?

[John Eom @JohnEom3]

@elonmusk You will be realised after using https://t.co/zi9tremFx1

@caesar_data

[John Eom @JohnEom3]

@phynxonchain @caesar_data The problem is, every potential drawback turns out to be an advantage.

[Caesar @caesar_data]

A warm welcome to 2026 from the team.

We’re kicking off the year with three new integrations now live across the research pipeline for all accounts and API users:

- Fantasy Premier League
- Apollo
- Kalshi

[John Eom @JohnEom3]

@shoonyhan 부연설명
https://t.co/bsZ34U1Cz9

[John Eom @JohnEom3]

@mark_k @xai @GoogleDeepMind @OpenAI @ask_caesar It seems like this person has forgotten about @caesar_data . Please explain what it is.

[John Eom @JohnEom3]

@mark_k @xai @GoogleDeepMind @OpenAI Please see the @caesar_data

[John Eom @JohnEom3]

@nabumc_ @ask_caesar What condition or illness are the symptoms mentioned here associated with? How should they be addressed or treated?

[John Eom @JohnEom3]

@mrkmcknz Storytelling is not marketing; Narrative is.

[John Eom @JohnEom3]

@Freedom_73X @ask_caesar Where can I buy it? Would you recommend this type of house?

[John Eom @JohnEom3]

@mrkmcknz I hope that, in my best years, following you as a $CAESAR holder will be an excellent decision.

[John Eom @JohnEom3]

1st - @caesar_data

[Not Telling @nottellingyou73]

🚨 Centrifuge: The Quiet RWA Giant Moving $1.3B Onchain

Everyone’s been talking about RWAs for like 2 years but most of it has been just talk

Now we’re finally seeing meaningful dollars move on-chain and $CFG is one of the under discussed giants behind it

1. Centrifuge is an asset tokenization and fund platform that lets asset managers issue tokenized funds backed by real world assets

It’s basically infra for turning TradFi strategies into usable onchain tokens

2. Institutional capital is actually here with $1.3B in new inflows YTD on Centrifuge

This $1.3B is mostly from two products by Janus Henderson, a $480B AUM asset manager:
- JAAA (tokenized credit / CLO exposure)
- JTRSY (tokenized treasuries)

So this isn’t the DeFi summer playbook. This is fund managers distributing strategies onchain because there’s demand for them

So why would Janus Henderson care to tokenize anything?

Distribution.

They already run massive funds in TradFi. Tokenizing them just gives access to:
- new allocators
- new rails
- 24/7 liquidity
- programmable collateral

Basically, it’s their same strategy just with a new wrapper in a new market

That’s a way better story than “TradFi discovered crypto and wants to experiment.”

3. JAAA is the breakout product

The killer stat: JAAA (the tokenized credit fund) is sitting at about $1B in TVL on Centrifuge

And it’s not even a new random fund invented for crypto

It mirrors Janus Henderson’s AAA CLO strategy, which they also run traditionally as an ETF with $25B in AUM

Tokenizing that strategy lets investors:
- hold it as a token
- plug it into onchain portfolios
- use it as collateral

It’s a big deal because now we have crypto capital holding actual credit exposure at scale

That’s new.

4. Centrifuge launched V3 in summer 2025, basically a multichain layer for funds

The idea is simple: Tokenize a fund once and deploy it across chains from one interface

Instead of each chain being a separate headache:
- one fund
- multi-network distribution
- unified operations

For asset managers, this matters a ton: they don’t want to maintain 5 versions of a fund across 5 ecosystems

For Centrifuge, it’s a distribution flywheel:
More chains → more allocators → more managers → more supply → repeat.

And you can actually see this: multichain TVL has been rising as a clean proxy for adoption

The whole idea is Tokenized funds are a better user experience than tokenized assets

Most of the RWA talk has been about tokenizing individual loans or invoices.
Cool tech demo, terrible product

Centrifuge’s take is:
- tokenizing fund products is way more useful
- asset managers should handle origination
- crypto allocators should just buy exposure

It’s basically the difference between:

“Here’s a loan you can underwrite yourself”
vs.
“Here’s a senior credit strategy run by a $480B manager that you can plug into your portfolio.”

Which product do you think scales?

5. Why this matters for crypto investors?

Crypto desperately needs stable, uncorrelated yield that isn’t just “borrow USDC at 7% and hope”

Tokenized credit + treasuries let treasuries, stablecoins, and DAOs:
- diversify
- derisk
- build actual business models

Centrifuge sits in the middle of this as distribution infrastructure

They’re not trying to become the originator

They’re trying to become the AWS of tokenized funds

6. Why you should pay attention

If tokenization is real, the winners are whoever controls:
- fund issuance
- distribution rails
- liquidity plumbing
- cross-chain interoperability

And the bet here isn’t “crypto recreates Wall St”

It’s “Wall St. wants new rails and crypto needs real yield”

The $1B+ sitting in JAAA is evidence that a market is forming and Centrifuge is leading that charge

[John Eom @JohnEom3]

@itsPaulAi @ask_caesar Where does Caesar AI stand in this?

[John Eom @JohnEom3]

@suchenzang @ask_caesar What do you think about it?

[John Eom @JohnEom3]

@SnackReel @ask_caesar summarize the content of this video.

[Heurist @heurist_ai]

Heurist x Caesar @caesar_data

Expert-level research is now live on Mesh. Ask any question. Get cited, verified answers.

Here's what this unlocks:

[John Eom @JohnEom3]

@FermiAmerica @UBS @ask_caesar There was a headline that said, ‘Fermi in talks for USD 4 billion project financing for tenant.’
Which company do you think the ‘tenant’ mentioned here might refer to?

[John Eom @JohnEom3]

@tengyanAI @monad_eco @caesar_data @aoTheComputer @ask_caesar What could it mean that this person mentioned @caesar_data?

[John Eom @JohnEom3]

@JakeBlockchain @axopoa Ice cream boy~