DWF Labs

A Web3 market maker and strategic investor providing capital and liquidity to institutions and builders.

Managing Partner: @ag_dwf

[DWF Labs @DWFLabs]

We are launching the $75M DWF Labs DeFi Fund, focused on perp DEXs, money markets, and yield protocols across @ethereum, @BNBCHAIN, @solana, and @base.

Capital + liquidity + ecosystem support for teams ready to scale.

[DWF Labs @DWFLabs]

Composability is the next step.

[Falcon Finance @falconfinance]

Falcon is mentioned in BitMart's State of RWA report (May 2026):

[DWF Labs @DWFLabs]

The market has been through tough times before.

@ag_dwf on the learning curves that follow👇

[DWF Labs @DWFLabs]

The growth of AI equities is pulling onchain demand with it.

[Falcon Finance @falconfinance]

Tokenized stocks are quietly hitting new highs while AI stocks are ripping.

• $1.68B distributed value, up 39% over 30d
• Monthly transfer volume: $3.63B, up 36%
• Holders: 292.6K, up 31%
• Biggest platform gainer: Ondo, up 57%

As AI equities hit escape velocity, it's also creating demand for 24/7, onchain access to those equities.

Stocks are becoming onchain-native.

[DWF Labs @DWFLabs]

Stablecoin market cap hitting $320B is the number dominating headlines. However, the full picture requires looking beyond market cap and at stablecoin velocity as well.

Stablecoin velocity has reached an annualized rate of 49.7x, which means every tokenized dollar in circulation is changing hands ~50 times per year.

$320B supply × 49.7x velocity = $6.64T in real, filtered transaction volume since the start of 2026 (via @Visa and @AlliumLabs, bots excluded).

For context, stablecoin velocity peaked at 34.2x during the stress of Terra/FTX in 2022. The current reading of 49.7x is nearly 50% above that prior record.

The surge in velocity reflects a genuine expansion of real-world utility beyond speculation.

More in our full report below 👇

[DWF Labs @DWFLabs]

https://t.co/lVLgv1Ostp

[DWF Labs @DWFLabs]

Every step on the timeline has led here.

[DWF Labs @DWFLabs]

Every milestone that got us here, and what comes next.

[Falcon Finance @falconfinance]

Falcon now has two dollar rails moving in the same direction.

USDf serves DeFi-native, multi-collateral use cases.

fUSD extends Falcon into regulated institutional workflows, issued by Anchorage Digital Bank and launched on Ceffu’s institutional custody and collateral infrastructure.

Different rails. Same goal: making onchain dollars more useful.

[DWF Labs @DWFLabs]

Product without story doesn't move, story without product doesn't last.

[Andrei Grachev 🦅🟠 $FF @ag_dwf]

Only few things are working on the current market:

Selling great product that makes people FOMO
Selling great story that makes people FOMO

You can sell a story without a product, but you cannot sell product without the story

Only big story sells

Thing big

[DWF Labs @DWFLabs]

https://t.co/lVLgv1Ostp

[DWF Labs @DWFLabs]

.@ag_dwf on the thesis behind @falconfinance's fUSD in Korea Economic TV (한국경제)👇

[Falcon Finance @falconfinance]

In his latest interview, @ag_dwf makes Falcon's strategy clear:

1️⃣ USDf is Falcon’s crypto-native synthetic dollar, backed by crypto and RWA collateral, with yield generated through diversified strategies.

2️⃣ fUSD is issued by Anchorage Digital Bank, backed by Treasuries, cash equivalents, and U.S. dollars, and designed for institutions that need compliant collateral, transparent reserves, and familiar trading workflows.

Andrei also points to a broader shift: as RWAs, commodities, stocks, and debt move onchain, tokenized markets will need tokenized collateral and currencies.

[DWF Labs @DWFLabs]

.@ag_dwf weighs in on what happened after the 10/10 crash, and the signals that would indicate market recovery👇

@Cointelegraph @rkbaggs

[DWF Labs @DWFLabs]

What's the most compelling RWA use case you've seen so far?

[DWF Labs @DWFLabs]

Everything you need to know about fUSD and USDf 👇

[Falcon Finance @falconfinance]

A tale of two onchain dollars.

USDf serves DeFi-native liquidity, collateral, and yield.

fUSD brings Falcon into federally regulated treasury, settlement, and institutional collateral workflows.

Same Falcon ecosystem. Different user, different job.

[DWF Labs @DWFLabs]

https://t.co/Eg7iAWY7Jr

[DWF Labs @DWFLabs]

Always building 🔥

[Andrei Grachev 🦅🟠 $FF @ag_dwf]

Wow, I just check @DWFVentures deals and realized that we invested 41.92M$ in 47 seed and pre-seed rounds in 2025
Time is flying haha

[DWF Labs @DWFLabs]

.@ag_dwf on @falconfinance's fUSD launch and why it matters 👇

[The Block @TheBlockCo]

Falcon Finance taps Anchorage to issue new GENIUS-compliant payments stablecoin fUSD https://t.co/iirq1B3Rij

[DWF Labs @DWFLabs]

Compliance or yield is a stablecoin tradeoff institutions have lived with for years.

Now there is a solution through @falconfinance 👇

[Falcon Finance @falconfinance]

Institutions have had to choose between:

→ regulated dollars with no rewards
→ or yield products that don’t fit their compliance frameworks

fUSD is closing that gap.

Issued by @Anchorage and launched on @CeffuGlobal’s institutional custody and collateral infrastructure, fUSD is designed for institutional settlement, collateral, and treasury workflows.

• GENIUS-ready
• 1:1 backed by cash, short-dated U.S. Treasuries, and Treasury-backed repo
• Monthly reserve attestations by @Deloitte
• Qualifying institutional holders can access rewards targeting ~3%/yr through Falcon’s program
• Falcon is deploying part of its own corporate reserves into fUSD from day one

The stablecoin conversation is evolving from "dollars onchain" to capital-efficient institutional rails.

Full details:
https://t.co/x3v7qHi035

[DWF Labs @DWFLabs]

Real-world tokenized credit onchain as of the last 30 days.

Compared to the global private credit market that is in the trillions, we're still early.

Source: @RWA_xyz

[DWF Labs @DWFLabs]

Meet the team! @0x_andrew_, Head of Business Development at DWF Labs, will be at @proofoftalk in Paris on June 2-3, 2026

If you’re looking to connect around OTC, liquidity provision, investments, or partnerships, we have a short form for meeting requests: https://t.co/58YFnqcjN9

Due to limited availability, submissions will be reviewed based on suitability, and we’ll follow up with selected parties to confirm meetings.

Looking forward to connecting with you 🤝

[DWF Labs @DWFLabs]

Competition for pre-IPO market share is accelerating:

→ @Binance and @Bitget: tokenized pre-IPO shares via @PreStocks integration
→ @TradeXYZ: pre-IPO perps, ~$7M daily volume in week one
→ @Backpack: onchain IPOs with actual equity exposure as issued shares, supported by @SuperstateInc and @solana

But the SEC-CFTC has released guidance that puts tokenized SPV structures at risk of enforcement once companies go public.

Platforms that can optimize for all conditions will emerge as winners.

@DWFVentures on the endgame for pre-IPO markets 👇

[DWF Ventures @DWFVentures]

https://t.co/Y8LPWR4MmA