@charlesbatens All of it true but all of it is worth nothing if they don’t start giving back revenue to token holders nobody wants a governance token should be sooner than later
@MSBIntel Would love to know how many percentage of 200m is actually revenue for @centrifuge and potentially sooner then later will be paid to token holder’s or buybacks?
Maybe someone of the team can make a statement on this important topic please!
@mr_optimax
Centrifuge and @IOSGVC have entered into a strategic partnership to advance institutional tokenization across Asia.
IOSG first backed Centrifuge in 2021 and has now increased its position through open-market purchases.
That reflects a shared conviction: tokenized assets are moving from an emerging thesis to an increasingly important part of global capital markets.
Asia is emerging as a key region in that shift, driven by growing institutional interest and rapidly evolving digital asset ecosystems.
Together, we’ll help expand access to tokenized assets across Asia and support the next phase of growth.
Strong signal from IOSG.
They just added to their position in @centrifuge
on the open market — 5 years after leading the initial investment.
Asia is quietly turning into a serious institutional RWA market. Hong Kong, Japan, Korea, and Singapore are all actively looking for on-chain credit opportunities.
What stands out about Centrifuge is they didn’t stop at tokenization. They actually built the infrastructure layer: factory model, vault logic, async redemptions, compliance, and smooth multi-chain deployment.
You can already see it working — deJAAA is being used as collateral on Morpho, Euler, and now SushiSwap on Stellar.
IOSG isn’t just backing another RWA project. They’re betting on the backend that can connect Asian institutional capital with regulated on-chain credit.
Still digging.
👀 A CFG whale loaded a $700K war chest and is methodically buying @centrifuge , two thirds still in dry powder.
📥 968K $CFG (around $234K) bought in repeated $25K clips across 0x, OKX and Uniswap over 18 hours, all held.
💰 Still sitting on 483K USDC, brought in fresh via bridges. The buying is not finished.
🏦 Follows Coinbase naming Centrifuge a preferred tokenization partner and taking a strategic stake.
https://t.co/kPMY1V7dTW
"A 5x or 10x from where we are today."
Sebastian Pulido @defisebs, Director of Institutional & DeFi Business at Aave Labs, on what comes next for RWAs on @aave.
Full DeFi Drip episode goes live next week.
JUST IN: $200M of Janus Henderson's AAA CLO fund (JAAA) purchased on Solana.
@Ethena purchased $JAAA via @centrifuge — growing one of tradfi's largest investment-grade credit funds on Solana
Tokenizing assets is becoming the easy part.
Building infrastructure that asset managers can actually use is much harder.
@centrifuge has moved beyond that stage. It's increasingly acting as infrastructure for traditional asset managers rather than just another tokenization platform.
Janus Henderson is already running multiple tokenized strategies through the stack — Treasuries, AAA CLOs, S&P 500 exposure, and diversified credit — all built on the same foundation.
What stands out even more is the appearance of deJAAA and deJTRSY. These versions keep the regulated underlying assets while making the yield usable inside DeFi — in lending markets, structured products, and various yield strategies.
This is different from simply bringing assets on-chain.
Traditional asset managers don't need another blockchain partner. They need infrastructure that can handle compliance, fund operations, redemptions, and multi-chain distribution without having to rebuild their processes from scratch.
That's the infrastructure layer Centrifuge has been compounding for years.
More details here: https://t.co/MhOXENYfOc
Still digging.
$CFG reached an ATH of $2.58 back in 2021.
At that time:
• almost no institutional adoption
• no major RWA narrative
• no Janus Henderson
• no Apollo exposure
• no tokenized S&P 500 infrastructure
• barely any protocol revenue
• TVL fraction of today
Now in 2026:
• ~$1.45B TVL
• real protocol fees
• institutional partnerships
• tokenized finance infrastructure live
• growing RWA adoption
Yet $CFG still trades around ~$0.29.
The fundamentals became dramatically stronger.
Interesting disconnect.
@centrifuge #RWA #DeFi
🚨 Whale buy 130 ETH worth of $CFG the last 45 hours.
While everybody was panicking for the Friday crash. A whale enter the market with 130 ETH worth of $CFG putiing his holding to 880K $CFG (263K USD).
Do you want to know the most funny thing? This guy still have 75 ETH on his wallet.
Funny how big money uses people’s panic to build their bags… then makes everyone chase the price afterward.
🚨 $CFG DeFi pool just added 170 holders and more than 60 ETH to the @Uniswap pool.
Holder growth is accelerating, and DeFi liquidity is getting completely absorbed.
When the liquidity shock kicks in, the price could move insanely fast.
And once momentum really starts, people will not have time to react.
Only 0.3713% of $CFG supply available on the biggest Defi pool. Whales are entering ! You must pay attention!
$CFG to the moon! 🚀
🔥 $CFG has increased nearly 100% since my last update.
Amid the explosive growth of the RWA sector, @Centrifuge are emerging as one of the leading platforms in on-chain private credit.
Centrifuge is building real infrastructure to connect private credit markets with DeFi, bringing transparency, liquidity, and stable yield opportunities to investors.
From my personal perspective after following this sector early, $CFG could become one of the biggest winners of the 2026-2027 RWA cycle thanks to its first-mover advantage, strong growth metrics, and sustainable business model.
- Centrifuge TVL has already surpassed $1.5-1.8B with more than 1,768 tokenized assets
- Centrifuge currently ranks top 3 with roughly ~$476M distributed value, only behind several major players such as @MapleFinance
- Most notably, the Janus Henderson Anemoy AAA CLO Fund (JAAA) a premium private credit product has already exceeded $427M in value
With everything currently happening, I genuinely believe very few players can compete with $CFG in the on-chain private credit sector right now.
According to projections from Keyrock, tokenized private credit could potentially expand toward $15-17B as institutional participation from TradFi accelerates aggressively.
That becomes one of the strongest catalysts for $CFG to continue gaining market share leadership.
Right now, Centrifuge has already originated more than $1.1B in active loans with average yields between 8-12%, proving that its senior/junior tranche model works effectively while allowing DeFi investors to access private credit markets without relying on traditional gatekeepers.
They are building the full lifecycle infrastructure: origination, reporting, and lifecycle management.
$CFG feels like the “Uniswap of RWA credit” foundational infrastructurerather than a single isolated liquidity pool.
Its partnerships with Janus Henderson, @aave , Coinbase Asset Management, alongside the launch of its Whitelabel Platform allowing institutions to build tokenized products quickly, only strengthens Centrifuge’s long-term moat even further.