Thank you @FINTECHTVglobal and @RemyBlaireNews for having @evgeny_re7 of @Re7Capital live from the NYSE floor ๐๏ธ
DeFi was once called a "fully isolated sandbox." Now real banks and asset managers are building on it โ tokenizing stocks, credit instruments, and more.
What was once a "fully isolated sandbox" is now powering traditional finance.
@evgeny_re7 of @Re7Capital tells @RemyBlaireNews real banks and asset managers are tokenizing stocks and credit instruments on the blockchain, with DeFi becoming "the backend, the infrastructure for traditional finance."
For informational purposes only. Not investment advice or an offer or solicitation. Re7 Capital provides market research only and does not guarantee performance.
Chart of the week
Stablecoins just hit $7.6T monthly adjusted settlement volume and are on pace to surpass ACH within ~6 months at current growth rates.
Stablecoins are now processing value at a scale comparable to core US financial rails.
DeFi risk, managed like a loan book.
Great recap from @BFXSecurities on Re7's approach to smart contract risk and portfolio diversification.
Full conversation with @evgeny_re7, founder of Re7 Capital: https://t.co/yHAZFzxIBv
DeFi risk works the same way credit risk does. Quantify it, model it, spread it across a diversified book.
@evgeny_re7 of @Re7Capital breaks down the framework with @KnutsonJesse on Bitcoin Capital.
Thanks to @Bitfinex and @KnutsonJesse for having @Re7Capital on Bitcoin Capital!
@Evgeny_re7 breaks down what happens when an asset used as collateral across multiple DeFi protocols gets hacked.
For informational purposes only. Not investment advice or an offer or solicitation. Re7 Capital provides market research only and does not guarantee performance.
Across DeFi strategies, indicative yield tracks composite complexity remarkably tightly โ a fair compensation curve emerges.
The further a strategy sits from that curve, the more carefully you should ask whether you're being paid for the risk, or just taking it.
Re7's Weekly is out: DeFi Security, Risk Perception & Yield Opportunity
We break down:
- Why DeFi yields are rising as capital rotates out of the sector
- Whether exploit headlines are overstating systemic risk
- How AI and security vendors are reshaping DeFi security infrastructure
- Why risk is increasingly concentrating in weaker protocols
- The opportunity set emerging across higher-quality DeFi infrastructure
Read The Weekly, link in comments.
๐ง๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐น๐: ๐๐ฟ๐ผ๐บ ๐๐ฏ๐๐ป๐ฑ๐ฎ๐ป๐ฐ๐ฒ ๐๐ผ ๐ฆ๐ฐ๐ฎ๐ฟ๐ฐ๐ถ๐๐: ๐ฅ๐ฒ๐๐ต๐ถ๐ป๐ธ๐ถ๐ป๐ด ๐ฌ๐ถ๐ฒ๐น๐ฑ ๐๐ด๐ด๐ฟ๐ฒ๐ด๐ฎ๐๐ถ๐ผ๐ป
DeFi yield has changed.
As incentives faded and capital became more selective, yield aggregators lost their edgeโwhile RWAs + protocol-native strategies reset the benchmark.
In this weekโs note:
- Why aggregation broke
- Where capital moved
- What replaces it
- Market + yield update
Read The Weekly, link in comments.
The next wave of institutional capital into digital assets won't come through industry conferences or DeFi-native LP networks.
It will come through private banks, wealth platforms, RIAs, and multi-family offices. Accessing those channels requires a different kind of readiness.
Our piece in the new Crypto Active Strategy Outlook, link in comments.