5 year roadmap for RWAs
1. Focus on onchain capital
2. Give them assets they want
3. Build tech to beat what’s possible offchain
4. More capital, more assets, more tech
5. The institutions will come
What a week. Here my takeaways from the Real-World Asset Summit. First and foremost: the opportunity in RWAs is clear. Nobody questions the idea but the devil's in the details.
But how do we get to widespread adoption? Continue reading
One cool thing about Centrifuge Liquidity Pools is that we can accept liquidity from any chain in any currency.
We're now live on
@base
,
@arbitrum
,
@ethereum
our native L1,
@centrifuge
Chain, and most recently,
@Celo
.
Real-world assets are coming to
@Celo
, starting with a $1M allocation in U.S. Treasuries on Centrifuge from Celo's ecosystem!
We're happy to have Celo as a strategic partner. Together, we're building a new economy unlocking better capital access for all.
Centrifuge has raised $15M to scale the adoption of institutional DeFi.
With this round of Series A funding secured, we're excited to share our key focuses for Centrifuge's development, innovation, and adoption across the worlds of traditional and decentralized finance: ↓
Announcing the inaugural Real-World Asset Summit.
🗓️ Sept. 19th, 2023
📍 The William Vale, NYC
We're bringing together 250 of the brightest minds from DeFi and TradFi to discuss the future of tokenization, credit, and crypto.
ETHDenver last year was my first week in crypto and at
@Centrifuge
. Just absolutely floored and beyond excited for the opportunity to speak at the event this year. Come by!
Blackrock - "tokenization will be the next generation for markets"
Citi - "expected to grow by a factor of 80x in private markets and reach up to almost $4 trillion in value by 2030"
@centrifuge
well positioned for RWA Summer 🚀
2023 just keeps getting better. Epic shoutout from
@MessariCrypto
in their Crypto Thesis 2024 featuring
@lucasvo
as a 2024 person to watch and
@centrifuge
as the leader in RWAs.
Full report here:
Some light reading to start 2024 off right
- The Need for a Treasury Framework
- Establishing Real-World Asset Infrastructure
- Balancing Your Portfolio with Real-World Assets
This was written specifically for
@arbitrum
but the framework and recommendations hold true for most
💡 Want to learn more about how decentralized organizations and protocols can effectively onboard real-world assets?
Read our new 27-page report for the
@arbitrum
community on best practices for treasury management and RWA allocation!
Link:
Imagine being able to lend and borrow against your RWA positions on Centrifuge.
A new proposal by
@lucasvo
makes this possible, via a Centrifuge RWA lending market deployed on
@base
.
In today's fundraise announcement, Coinbase's
@SmartestBeta
commented on this proposal, "We
1/3 Why to join
@centrifuge
:
- we’ve been building for RWAs before it was cool (founded in 2017!)
- our founding team has founded and sold multiple successful startups (including a 🦄)
Why strategy outranks big budgets.
Another feature on
@centrifuge
's marketing.
Feeling very proud of the team and progress we've made building the RWA category ❤️
.
@centrifuge
is bridging the gap between traditional finance and the crypto space with a strategy that combines education, community, and innovation. 🏬
Learn how they achieved $200M TVL with a unique approach to their marketing!
👉
What does 5 years of building, $300M in asset financing and amazing partners like
@MakerDAO
,
@AaveAave
and
@BlockTower
give us?
The tech, ecosystem and assets needed to help DeFi-native organizations easily investment in tokenized real-world assets.
⚡️ Introducing Centrifuge Prime.
Centrifuge Prime offers the services and tech that DAOs, stablecoins, and protocols need to onboard real-world assets.
Across on-chain, legal, risk, assets, and more, we bring RWAs to DeFi-native organizations.
"Tokenizing real-world assets is one of the top crypto ideas I'm most excited about. By encoding the metadata and making the markets more liquid and more global, we'll see a big efficiency unlock."
@brian_armstrong
gets it
Watch the full video here
1/ I'm sharing the 10 ideas I'm most excited about in crypto right now. If you're building something in crypto or thinking about doing so - check it out.
We’re building lots at Coinbase, but we don't have time to tackle everything. So I figured I'd share these. Bear markets are
She grew up carrying water from a well
Her awesome hippy parents named her “Bhaji Bliss Illuminati” (last name made up)
She put herself through college (Maga Cum Laude)
Now she’s a CMO and crushing it
A classy boss babe
And an amazing mom!
Happy Mother’s Day
@itsbhaji
In our newest episode of DeFi Drip: Cassidy Daly
deep dives with
@anemoycapital
founder Martin Quensel on Anemoy's Liquid Treasury Fund.
Learn how Anemoy has built the most robust tokenized treasury product—and how Centrifuge has made it possible!
3 stablecoin maxis walk into a zoom...
"The future has many competing stablecoins..." -
@nic__carter
"Thousands are not going to work…" -
@sgleahy
"There will be a handful of winners with alts in niche markets..." -
@AesPoker
Some fun, healthy debates in this report👇
Introducing our latest report: 𝑻𝒉𝒆 𝑭𝒖𝒕𝒖𝒓𝒆 𝒐𝒇 𝒕𝒉𝒆 𝑺𝒕𝒂𝒃𝒍𝒆𝒄𝒐𝒊𝒏 𝑫𝒆𝒔𝒊𝒈𝒏.
We talked with
@nic__carter
, Stephen Leahy (
@circle
), and Mark Phillips (
@SteakhouseFi
) about stablecoin design today—and how it's going to change in the future!
Full piece below↓
1/ Exciting news!
@messarimainnet
just got even better with new additions to our speaker lineup joining us in person, including
@brian_armstrong
,
@jerallaire
, and
@bgarlinghouse
.
Register now for face-to-face discussions and networking at Pier 36 in NYC.
"We can ultimately build a better BlackRock Treasury ETF by automating it,"
@lucasvo
said, adding that tokenizing T-bills also opens up the possibility of using them in other ways.
Thanks for the
@centrifuge
write up in today's newsletter
@crystalkimmm
Well, when put this way...
5% risk-free rate of US treasury assets can offer Aave $250k of revenue a year from just $5m USD of investment. These markets can immediately become some of the highest earning revenue streams for the DAO.
Growth leaders are the unsung heroes of our industry 🦸
From analytical wizards to meme lords and community builders, they're innovators.
The only certainty is the need to constantly adapt.
That means new narratives, new marketing channels, and new primitives.
We've built
⚡️𝗙𝗶𝘅𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗲: 𝗔 𝗧𝗮𝗹𝗲 𝗼𝗳 𝗦𝘂𝗶𝘁𝘀 𝗮𝗻𝗱 𝗛𝗼𝗼𝗱𝗶𝗲𝘀
How can the best of TradFi and DeFi work together to fix finance?
Watch the video, read the report, take the quiz, and mint your NFT in our newest campaign below🌀↓
Just shared a web3 marketing masterclass with the Paris Blockchain Society.
This feedback that warms my 💛
"0 marketing bullshit" -- what we can all aspire to!
We're well into DeFi December. 🎅
While DeFi tokens across the board have seen success in the past 30d, RWAs & tokenization have become important narratives.
New initiatives such as Wintermute's Wild Cat, L2 Blast, and FortunaFi's launch plans on Canto aim to grow RWA adoption.
RWA Brussels. July 9. The Merode.
We’re bringing together 250 top DeFi & TradFi leaders for a full day of panel discussions and networking, followed by a celebration of RWA Summer just steps away from the main
@EthCC
venue.
We’ll hear about the global state of tokenization
bullish vibes at
@rwasummit
"I'm very optimistic about a large number of assets becoming tokenized" Matt Halstead Texas Teachers
"The opportunity is a function of not selling to LPs, but selling to funds"
@SmartestBeta
Coinbase
"Find the arbitrage"
@MikeBucella
Neoclassic
How did I...
- meet 50 world class growth leaders
- speak at the first-ever growth marketing summit
- get dozens of candidate and supplier referrals, start a book club... the list goes on
@Safaryclub
!!!
Highly recommend joining the next cohort. This group is second to none.
Safary's doors are now OPEN 🏰🦁
This is your chance to join the most powerful growth network in crypto.
Every 6 months we admit 80 of the very best growth leaders from around the world.
Last batch, nearly 1,000 applied.
Batch 7 applications close this Sunday, April 14.
BlackRock entering RWA sector.
RWA sector is poised to dominate the market.
Believers: BlackRock, Binance.
Expected capitalization: $6T+ through 2030.
Here's the key narrative to watch now🧵
Our proposal for
@GnosisDAO
to invest part of their treasury into real-world assets on Centrifuge has passed, with 96.99% voting yes!
We're excited to see more and more DAOs and protocols diversify their treasuries into RWAs on Centrifuge. Keep an eye out. 👀
Why tokenize? Who cares?
Investors:
- The biggest gap between current and planned investments is by far the tokenized asset category (5% to date, 38% 2-3 years from now)
- Firms interested in investing in tokenized assets care most about portfolio diversification, access to new
As we hit the runway in Dubai, we're excited to announce the next leg of our RWA tour: Austin, Texas!
Parallel to Consensus 2024, we're curating a day bringing together the best of the RWA space.
Co-hosted by
@centrifuge
,
@superstatefunds
,
@galaxyhq
, and
@humafinance
. 🧵↓
A Documentary About Crypto |
@EthereumDenver
2024 Trailer
Thank you to
@PallerJohn
and all of our interviewees for their time. We look forward to sharing the final video soon!
And special thanks to our sponsors:
@QuickNode
@ssv_network
2/3
- every single person on the team is a total rockstar (really good venn diagram of fun, nice and smart)
- we get to travel to all the coolest places in the world (last year = Berlin, Paris, Marrakech, St Moritz and I opted out of some other trips)
1/10 🌉 Bridging real-world assets and DeFi,
@centrifuge
has been a game-changer
In 2023, expanding their reach and transforming traditional finance with innovative asset tokenization solutions $CFG
👉 To support them, vote here:
@oklo
@NuScale_Power
12/ aside from fueling the digital economy, there's a much larger opportunity at stake for cryptocurrencies and public blockchain networking to provide the substrate for the trillions of dollars of infrastructure investment needed to usher in the future
whether you call it RWAs
Don't get me wrong, I'm all about using ChatGPT, I would just suggest including this prompt:
Don't use words "transformative, innovative, pioneering, ingenious, revolutionary, monumental, pivotal"
2024 will be a consequential year for crypto. A year of growth. A year of evolution.
@glxyresearch
shares their predictions and insights for the year ahead in Watch This Space 2024: A Consequential Year for Crypto
#WTS2024
The Real-World Asset Summit was made possible by our partners.
And we didn't bring just anyone along for the ride.
We hand-picked each for meaningful value they bring to our growing ecosystem.
Here's what each partner brought to the Summit and what they're building today↓
1/ We're excited to share EIP-7540, an extension of ERC-4626, written to make onchain lending more flexible across different use cases.
Read the proposal and provide feedback
Say hello to the new Centrifuge App! 🎉
Launching today, the Centrifuge App is a completely redesigned, unified experience for investing in real-world assets (RWA) on-chain.
Read the announcement on our blog to learn more ⬇️
From RWA infrastructure to institutional adoption, got to join a lot of smart folks on stage and share some first-hand experience on what's worked/ what hasn't for us
What are your favorite CPG products that not enough people know about?
I'll go first 👇
@ThistleCo
- plant based meal delivery service that has been a crutch through the pandemic
@drinkhaus
- low alcohol content aperitif that keeps drinking fun and responsible
A new version of the Centrifuge App was just released, that brings a series of reporting features. This takes transparency to a new level. Let's dig into LTF, a pool of short-term US treasuries on Centrifuge, to see what's new:
Another RWA Summit is in the books!
Thanks to everyone who joined us in Brussels to explore the intersection of TradFi and DeFi.
Shoutout to our co-hosts
@centrifuge
and
@TiogaCapital
, along with our partners, for making this event possible.
Next stop... Singapore!
We're touching down in the Mile High City for
@EthereumDenver
,
@stable_summit
, and more.
Here's a thread to help you fill out your Denver agenda with everything Centrifuge and RWA! 🏔 🌀 ↓