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85 posts tagged with "RWA"

Real-World Assets on blockchain

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Ripple × Kyobo Life: The $92B Korean Insurer Pulling Sovereign Debt Onto the Blockchain
·Dora Noda·11 min

Ripple × Kyobo Life: The $92B Korean Insurer Pulling Sovereign Debt Onto the Blockchain

Korea's $92B life insurer Kyobo partners with Ripple to pilot the country's first tokenized government bond settlement, collapsing T+2 into near real-time execution.

tokenization
RWA
custody
institutional-investment
+1
Amundi's SAFO Hit $400M in Three Weeks — Institutional Tokenization Just Crossed the Point of No Return
·Dora Noda·8 min

Amundi's SAFO Hit $400M in Three Weeks — Institutional Tokenization Just Crossed the Point of No Return

Amundi and Spiko's SAFO tokenized fund reached $400M AUM in 21 days — faster than any predecessor — signaling that institutional tokenization of money market funds has moved beyond pilot stage into mainstream financial infrastructure.

tokenization
RWA
institutional-investment
Ethereum
+1
Amundi's $400M in 21 Days: Why SAFO Just Rewrote the Institutional Tokenization Playbook
·Dora Noda·11 min

Amundi's $400M in 21 Days: Why SAFO Just Rewrote the Institutional Tokenization Playbook

Amundi and Spiko's SAFO fund pulled in $400M in three weeks, overtaking BlackRock BUIDL as the fastest-growing tokenized fund and proving distribution — not technology — is now the decisive edge in institutional tokenization.

tokenization
RWA
institutional-investment
Ethereum
+1
Aptos's April 12 Unlock: Why Tomorrow's 11M APT Release Matters Less Than October's Vesting Cliff
·Dora Noda·6 min

Aptos's April 12 Unlock: Why Tomorrow's 11M APT Release Matters Less Than October's Vesting Cliff

Tomorrow's 11.31 million APT unlock is the latest in Aptos's four-year vesting schedule — but the real inflection point arrives in October 2026 when early investor lockups end, annual supply pressure drops 60%, and $1B+ TVL, digital commodity classification, and deflationary tokenomics all converge.

Aptos
DeFi
RWA
institutional-investment
+1
Hyperliquid's $161M Quarter: How a Single DEX Is Rewriting the Rules of Financial Markets
·Dora Noda·7 min

Hyperliquid's $161M Quarter: How a Single DEX Is Rewriting the Rules of Financial Markets

Hyperliquid posted $161M in net revenue in Q1 2026 — the highest quarterly earnings of any DeFi protocol ever — while capturing 29.7% of global TradFi perpetuals market share, driven by gold, silver, and S&P 500 trading that outpaced crypto pairs.

DeFi
RWA
crypto
investment-research
REV Replaces TVL: Why Protocol Revenue Is Now DeFi's Most Important Number
·Dora Noda·9 min

REV Replaces TVL: Why Protocol Revenue Is Now DeFi's Most Important Number

TVL has dominated DeFi rankings for five years, but Q1 2026's data makes the case for Real Economic Value (REV) — net protocol revenue after incentive costs — as the metric that actually separates sustainable protocols from liquidity subsidies.

DeFi
investment-research
RWA
stablecoins
+1
PayFi's Quiet Revolution: How Clearpool cpUSD and On-Chain Credit Are Capturing the Trillion-Dollar Fintech Working Capital Gap
·Dora Noda·9 min

PayFi's Quiet Revolution: How Clearpool cpUSD and On-Chain Credit Are Capturing the Trillion-Dollar Fintech Working Capital Gap

Clearpool cpUSD, Huma Finance, and Maple Finance are leading a PayFi revolution — on-chain credit protocols capturing the 1-2% fintech working capital margin from the $320 trillion cross-border payments market.

DeFi
stablecoins
fintech
cross-border payments
+6
DAI-to-USDS Migration Goes Live April 7: The Largest Stablecoin Conversion in Crypto History
·Dora Noda·8 min

DAI-to-USDS Migration Goes Live April 7: The Largest Stablecoin Conversion in Crypto History

Binance auto-converts all DAI balances to USDS on April 7 as MakerDAO's Sky Protocol rebrand reaches its most consequential milestone. Here is how the largest stablecoin migration in crypto history reshapes DeFi, forces protocol-level decisions across Curve, Aave, and Compound, and tests whether decentralized governance can survive institutional adoption.

DeFi
stablecoins
Ethereum
governance
+3
Ethereum Just Processed 200 Million Transactions in a Single Quarter — So Why Is ETH Down 50%?
·Dora Noda·9 min

Ethereum Just Processed 200 Million Transactions in a Single Quarter — So Why Is ETH Down 50%?

Ethereum processed a record 200.4 million mainnet transactions in Q1 2026, a 43% quarterly surge, yet ETH trades 50% below its cycle high. Here is why the network has never been busier while the token has never looked weaker, and what the adoption paradox means for blockchain valuation.

Ethereum
DeFi
layer-2
stablecoins
+5
Showing 46–54 of 85 posts