CoinFoundEN

Data & research infrastructure for Real World Assets.
RWA data | AI insights | risk signals
Built for institutional market participants

[CoinFoundEN @CoinFoundEN]

Excited to share that #CoinFound has joined the @Circle Alliance Program, a global community of teams focused on bringing the world on-chain, powered by $USDC!

[CoinFoundEN @CoinFoundEN]

Aave V4 isn’t just bringing RWAs on-chain. It’s trying to bring Wall Street securities financing on-chain.
Horizon has roughly $0.5B in deposits.

The markets it targets are measured in trillions:
• US repo: $12.6T
• Securities lending: $4.6T
• Margin financing: $1.3T
That’s the opportunity.
The challenge is what happens when Treasuries, private credit, CLOs, and tokenized stocks all enter the same collateral system.

At that point, the key risk may no longer be the underlying asset itself.

It becomes the composability layer:
how collateral tokens are priced, shared, liquidated, and transmitted across a common pool.

Scaling RWA lending isn’t just about putting more assets on-chain.

It’s about pricing the new risks created when all of them plug into the same leverage engine.
#RWA #Aave #DeFi #PrivateCredit #Tokenization #DigitalAssets

[CoinFoundEN @CoinFoundEN]

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[CoinFoundEN @CoinFoundEN]

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[CoinFoundEN @CoinFoundEN]

A stablecoin’s real safety upgrade may not be on its reserve list.

It may be on its settlement path.
Holding more Treasuries improves solvency.

It does not guarantee instant redemption at par during a run.
What matters in stress is whether reserves can be turned into final settlement money—quickly, directly, and with certainty.

That is why Fed access matters❓
From bank-mediated settlement, to limited-purpose access, to a proposed “skinny” account, to a full Fed master account, the real change is not what backs the stablecoin.

It is how directly it can settle.
For stablecoins, the next competitive edge may not be reserve composition.
It may be redemption infrastructure.

#Stablecoins #RWA #DeFi #Fed #USDC #Payments #DigitalAssets

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[CoinFoundEN @CoinFoundEN]

One SpaceX, Four token structures.

Completely different investor rights.
The biggest risk in tokenized stocks isn’t the company.

It’s what your token actually represents.
From real shares and redeemable broker-backed tokens to tracking certificates and synthetic perpetuals, ownership and delivery certainty decline dramatically.

When the next hot IPO arrives, the key question won’t be - Can you buy the token?

It will be - Can you actually receive the shares?

As tokenized equities scale, pricing ownership and delivery risk may become just as important as pricing the stock itself.

#RWA #TokenizedStocks #SpaceX #DigitalAssets #Tokenization #CapitalMarkets

[CoinFoundEN @CoinFoundEN]

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[CoinFoundEN @CoinFoundEN]

On-chain RWA lending is still tiny.
The market it targets isn’t.

Aave Horizon has around $0.5B in deposits today, while the markets it aims to connect with are measured in trillions:
• US Repo: $12.6T
• Securities Lending: $4.6T
• Margin Financing: $1.3T
The opportunity is obvious. So is the next challenge.

As Treasuries, private credit, CLOs and tokenized stocks enter the same collateral system, the biggest risks may no longer come from the underlying assets—but from liquidity, collateral integrity, and composability.

Scaling RWA isn’t just about bringing assets on-chain.
It’s about pricing the risks that come with connecting them.

#RWA #PrivateCredit #Tokenization #DigitalAssets

[CoinFoundEN @CoinFoundEN]

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[CoinFoundEN @CoinFoundEN]

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[CoinFoundEN @CoinFoundEN]

Tokenized stocks are the smallest RWA category today.
They may become the most important one tomorrow.

At just ~$0.5B, tokenized stocks remain tiny compared with Treasuries, commodities, or private credit.

But unlike most RWAs, stocks are naturally built for leverage, collateralization, lending, and financing.

The real opportunity isn’t bringing stocks on-chain.

It’s plugging stocks into the same collateral infrastructure that now powers stablecoins, private credit, and tokenized Treasuries.

The market is still pricing the asset.
The next phase will be pricing the composability.

#RWA #TokenizedStocks #DeFi #Aave

[CoinFoundEN @CoinFoundEN]

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[CoinFoundEN @CoinFoundEN]

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[CoinFoundEN @CoinFoundEN]

Most Private Credit RWA assessments focus on yield.
We focus on risk.

#CoinFound’s Private Credit RWA Risk Assessment Framework evaluates projects across three layers:
• Underlying Asset Risk
• Structural Risk Mitigation
• Governance, Legal & Technology Risks
Because the key question isn’t how much yield a token offers.

It’s whether investors can still get paid when defaults, liquidity shocks, or market stress occur.
From credit quality and collateralization to liquidation mechanisms and waterfall structures, our framework provides a systematic approach to assessing private credit RWAs.

🔗Explore the methodology:
https://t.co/UXxK7oHJ30

#RWA #PrivateCredit #Tokenization #CreditRisk #DeFi #DigitalAssets #RiskManagement

[CoinFoundEN @CoinFoundEN]

Most Commodity RWA frameworks focus on the asset.
We focus on whether token holders can actually redeem it.

#CoinFound’s Commodity RWA Risk Assessment Framework evaluates risk across four layers:
• Physical Asset Quality
• Legal & Custodial Structure
• Operational & Redemption Capability
• Governance, Technology & Macro Risks
Because in Commodity RWA, the key question isn’t whether the asset exists.

It’s whether the token-to-asset mapping holds under stress.
A systematic methodology for assessing the credibility, resilience, and redeemability of tokenized commodities.

Read the full methodology⬇️
https://t.co/RLd8Ip0utI

#RWA #CommodityRWA #Tokenization

[CoinFoundEN @CoinFoundEN]

The biggest risk in tokenized AAA CLOs isn’t credit.
It’s liquidity.

As Securitize expands STAC and Ethena allocates $250M into tokenized CLOs, the market is focused on AAA ratings.
But AAA credit ≠ AAA liquidity.

When tokenized credit assets become DeFi collateral or stablecoin reserves, the real risks emerge:

→ NAV vs. on-chain price divergence
→ Liquidity mismatch
→ Liquidation contagion
The next stress test won’t be about defaults.
It will be about how tokenized credit behaves when liquidity disappears.

Credit Risk ≠ Liquidity Risk ≠ Composability Risk.

That’s where the next generation of RWA risk assessment begins.

#CoinFound, Data Defines Value
#RWA #Tokenization #Stablecoins

[CoinFoundEN @CoinFoundEN]

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[CoinFoundEN @CoinFoundEN]

The biggest risk from stablecoin yield restrictions may not be the loss of yield at all.

It may be where that capital goes next.

As reward-based stablecoin models face tighter scrutiny, capital is increasingly being redirected toward tokenized money market funds and tokenized Treasuries.

That shifts the risk profile:
- Less about credit quality.
- More about redemption mechanics, liquidity mismatches, and settlement design.

In other words, the next battleground in RWA may not be yield generation—but liquidity management.

#CoinFound's latest article explores how stablecoin regulation could accelerate capital flows into tokenized funds and reshape the on-chain asset management landscape.

Explore live RWA data:
https://t.co/umLV3DVEkp

#RWA #Stablecoins #TokenizedFunds #TokenizedTreasuries #OnChainFinance #DeFi

[CoinFoundEN @CoinFoundEN]

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[CoinFoundEN @CoinFoundEN]

Markets don’t become investable when narratives appear. They become investable when they become measurable.

The Curator sector is entering that phase.
Three questions now matter more than growth headlines:
1️⃣ Is capital concentrating into a handful of dominant Curators?
2️⃣Are institutional vaults separating from retail-driven strategies?
3️⃣Is hidden risk accumulating beneath layered vault structures?

These are no longer theoretical debates. They can be tracked through on-chain data, regulatory developments, capital flows, fee dynamics, and real stress events.

The next stage of DeFi asset management will be decided not by APY alone, but by transparency, risk observability, and institutional accountability.

In crypto asset management, what cannot be measured cannot scale.

Read the full research👇
https://t.co/u64taXscUZ

#RWA #InstitutionalDeFi #Vaults #RiskManagement
Data Defines Value — CoinFound

[CoinFoundEN @CoinFoundEN]

Everyone talks about regulation when explaining TradFi’s move on-chain.

Few talk about economics.
The real catalyst may not have been #stablecoin laws or settlement rails. It may have been a simple business reality: fee compression.

In traditional asset management, #ETFs and passive products have pushed fees toward the floor. Meanwhile, on-chain vaults introduced a fundamentally different revenue model—one where value is priced through yield optimization rather than headline expense ratios.

This changes the incentive structure.

For asset managers, tokenized finance is not just a new distribution channel. It’s a rare opportunity to restore fee economics that have been eroding for years.

That helps explain why banks, asset managers, exchanges, and protocol operators all accelerated their on-chain strategies within the same window.

The migration to DeFi is not only about technology.

It is also about the search for sustainable margins.
Read the full research: https://t.co/u64taXsKKx

#CoinFound #DeFi #RWA

[CoinFoundEN @CoinFoundEN]

The next phase of DeFi competition may not be about who delivers the highest yield.

It may be about who can satisfy institutional requirements.

Compliance frameworks, auditable structures, role separation, and governance accountability are becoming competitive advantages—not operational overhead.

A new divide is emerging in the Curator market:
1️⃣ Institutional channels optimize for mandates, compliance, and scalable capital allocation.
2️⃣ Strategy-driven channels optimize for APY, velocity, and retail participation.
Both can grow. But they are attracting fundamentally different pools of capital.

As TradFi moves on-chain, “best-performing” and “institution-ready” are increasingly becoming two different categories.

The real question is no longer which Curator has the highest yield.

It’s which Curator can become the bridge between institutional capital and on-chain markets.
Full research👉 https://t.co/u64taXscUZ
CoinFound, Data Defines Value.
#DeFi #RWA #Tokenization #Vaults

[CoinFoundEN @CoinFoundEN]

3 years, that’s all it took for the Curator sector to develop a level of concentration that took the U.S. mutual fund industry decades to reach.

This is more than a growth story.

It signals a fundamental shift in how capital is organized on-chain.

As DeFi matures, capital is no longer flowing evenly across protocols. It is increasingly aggregating around a small group of risk allocators, strategy managers, and capital coordinators.

In traditional finance, asset managers became the dominant layer between investors and markets.

DeFi may be following the same path—only much faster.

The question is no longer which protocol wins.

The question is which Curators become the BlackRock, Vanguard, and Fidelity of on-chain finance.
#CoinFound, Data Defines Value.
⬇️Read the full research
https://t.co/u64taXscUZ

#DeFi #RWA #InstitutionalCapital #Tokenization