Switchpoint Strategies

We help teams use blockchain technology to power a more transparent and efficient future.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Wall Street is converging onto ETH to financialize on the blockchain

[Mike Taormina @MikeTaormina]

Honored to have my essay “A Blueprint for RWA Adoption” featured in the first issue of the ETH Investors Club Quarterly (@EICquarterly).

Congrats to @AlphaLemonade on a high-quality final product, and thank you for including me.

Check it out @ https://t.co/vcbBMn2LFh.

[Nathan Howard @fallow8DeFi]

In @SwitchpointStra’s view, there are three major factors driving RWA adoption right now:

1. Emerging Market Credit Cost Efficiency
2. Interest Rate Arbitrage
3. Supporting Stablecoin Demand

However, they all seem to have reached plateaus for driving growth of the industry.

1/

[RWA.xyz @RWA_xyz]

Announcing our latest research piece!

🔴 The Spectrum of Tokenization 🔵

In this report we dive into different tokenized asset structures we see in the market today along with their implications.

Read it here: https://t.co/vqmWjyT0VV

[Switchpoint Strategies @SwitchpointStra]

Today’s @SwitchpointStra note from @MikeTaormina explores the emerging blueprint for #RWA adoption. Check it out! 👇

[Mike Taormina @MikeTaormina]

1/ #Tokenization is one of the most talked about themes in crypto in 2023, yet traction has been a mixed bag.

How do #RWA projects gain more adoption?

There is an emerging blueprint. 🧵

https://t.co/kUz7nLvDT7

[Switchpoint Strategies @SwitchpointStra]

4/ To learn more about what we do, check us out at https://t.co/05eqwkoQB4, or contact us directly on Twitter.

[Switchpoint Strategies @SwitchpointStra]

1/ We’re happy to announce the publication of our case study “The First RWA Distressed Debt Opportunity with @goldfinch_fi's $FIDU Token” in collaboration with the team at @RWA_xyz.

[RWA.xyz @RWA_xyz]

1/ Has the RWA market just encountered its first distressed debt opportunity?...

In this thread, we partnered with @SwitchpointStra to dive into why Goldfinch's $FIDU currently trades ~26% discount to NAV 🧵

[Switchpoint Strategies @SwitchpointStra]

3/ We’re fans of what @goldfinch built and think there’s a unique cocktail of circumstances that make diving deep into $FIDU worthwhile. Structured lending & securitization will benefit from tokenization and digital rails, and we’re in the early innings of that transformation.

[Intain @intainft]

An insightful report by @TheBlockPro__ on tokenization of traditional financial assets (Off-Chain Assets, OCA as they call it, RWA as crypto calls it). The report highlights Intain (#IntainADMIN and #IntainMARKETS) as one of projects driving innovation

[Switchpoint Strategies @SwitchpointStra]

6/ We're therefore uniquely positioned to help teams and companies of all sizes approach the emergent themes of #RWAs and #tokenization. Please feel free to reach out here or via the contact form on our website to learn more.
https://t.co/UI1C7erNx2

[Switchpoint Strategies @SwitchpointStra]

1/ We’re excited to announce the launch of Switchpoint Strategies (@SwitchpointStra), a research and advisory firm focused on emerging blockchain use cases that improve the real economy.

[Switchpoint Strategies @SwitchpointStra]

5/ We have experience in TradFi (@CommonBond, @libertylending_, @jpmorgan) and DeFi (@indexcoop, @defipulse, @alluvialfinance, @liquid_col). We’ve delivered in various environments, from lean startups to large multinational corporations.

[Jack Chong @jackchong_jc]

Everyone is talking about tokenized treasuries...

..but do we really know how they work legally, technically, and financially?

https://t.co/Lm8AWFgqk9

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

TradFi views Crypto suspiciously: It’s a scam. It’s a Ponzi.

Crypto views TradFi suspiciously: The system is broken.

There are legitimate critiques both ways.

The magic is in combining the best of each.

That looks like: Tokenization + legal frameworks + rule of law.

[CoinDesk @CoinDesk]

Think blockchain is all about digital currencies? It's time for a rethink.

With tokenization of everything from buildings to gold bars, the financial world is starting to sit up and take notice.
https://t.co/q89SjxDZpi

[Switchpoint Strategies @SwitchpointStra]

Hello, world. Ready to tokenize? 🙃