RWAs Visionary || Simplifying Web3 through clear content || Prev @Apollon_Fi || building with @VaultedgeFi || SMM
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Joined July 2024
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Welcome back to RWA Radar with Jessa.
RWAs go way beyond ownership, so it’s important to understand how they actually work onchain.
Last time we looked at real world assets and the systems behind them. This time, we’re going a bit deeper into both the assets and how they’re structured onchain.
> @getMoonUp
MoonUp creates investment baskets that group different themes together, like AI companies or major market trends.
Instead of picking single assets, you get exposure to a whole idea at once.
At the same time, they try to limit how much you lose if the market drops, so it’s like investing in a bundle with a layer of protection built in.
> @InvestingYachts
InvestingYachts is connecting luxury yachting with blockchain by tokenizing real, operating yachts.
Not NFT yachts, but actual economic interest in assets that already generate revenue through charter bookings.
So instead of changing the asset itself, it’s more about changing how people can access and participate in it.
> @treasures_io
Treasures Finance is building tokenized stock infrastructure designed for both humans and AI.
It leans into this idea of agentic finance, where systems can execute and adapt alongside users.
It’s moving toward investing that runs more on its own, instead of you doing everything manually.
> @magmarealestate
MAGMA is focused on real estate, but from a data perspective.
Using digital twins, AI, and blockchain, they’re building structured and verifiable data layers around physical assets.
It’s less about just making assets liquid, and more about making them transparent and reliable at scale.
> @landdao_land
LandDAO is taking a more direct approach, acquiring physical land and bringing it onchain.
They aim to bring land backed NFTs onchain, so it’s worth keeping an eye on this space.
From simple access to how capital is structured and managed, we’re only getting started.
Always DYOR and stay tuned for more RWA Radar breakdowns
bisous 🦋
If you think RWAs are just about owning assets onchain
you’re only seeing half the picture
Welcome to RWA Radar with Jessa.
Because it’s not just about the assets, it’s also about the infrastructure making them possible.
Today, we’re looking at both sides
real-world assets and the systems powering them:
> @Dominion_Market
Dominion Market is bringing physical silver onchain.
Not synthetic exposure but actual vaulted silver, backed 1:1 and transparently verified.
> @refihub
ReFi Hub is focused on energy infrastructure.
It is a real-world power project generating actual cashflow
Energy is being produced every second, homes are running, industries are active.
Now imagine being connected to that value flow onchain not through speculation, but through actual production.
> @DimitraTech
Dimitra is bringing agriculture onchain, it is a real AgTech infrastructure, not just tokenization.
They work with smallholder farmers, cooperatives, and governments, using AI, satellite imagery, IoT sensors, and blockchain.
Now zoom out for a second because none of this works without infrastructure
I'll begin with
> @RealFinOfficial
RealFin is a Layer 1 blockchain built specifically for real-world assets.
It provides the basic infrastructure needed to create, manage, and trade tokenized assets like real estate and credit.
Instead of focusing on digital tokens, it focuses on the systems behind RWAs, like compliance, risk checks, and secure asset handling.
You can say it's the backbone that helps real world assets actually work onchain
> @MANTRA_Chain
MANTRA Chain is an EVM-compatible L1 built for regulated real world assets
It focuses on compliant tokenization of assets like real estate and credit, with built-in regulatory frameworks, permissions, and cross-chain interoperability.
and then
> @CantonNetwork
Canton is built for institutions.
It focuses on privacy, compliance, and interoperability between traditional finance systems and blockchain.
Because large financial players don’t just want access, they need control, structure, and trust.
Canton is the bridge that makes that possible without breaking existing systems.
From assets to infrastructure, this space is only getting bigger.
If you’re enjoying these breakdowns, stick around, there’s more where this came from
And as always, DYOR.
Jessa_Boni retweeted
The opportunity with tokenization goes beyond the assets themselves.
Think about everything that could be built around them.
- Lending markets
- Better access to financial markets
- New ways to use assets as collateral
RWA szn is going to be interesting and i am ready for it :)
Jessa_Boni retweeted
Happy new week frens
The RWA agenda continues 🫡
Jessa_Boni retweeted
I used to think the hard part of crypto was finding the right call.
It isn't...
It's explaining why you believe it.
Most people post the call and never say why, and I've been guilty of that too.
That's why I joined Theobullish's crew on @PoiseFinance for Round 2. I want to see how other people build their reasoning, and learn to explain mine in plain English.
Crew link: poise.finance/campaign/g/the…
What's one thesis you'd defend if someone asked "why?" 👇
#WhosInYourBasket
Conviction Tokens. Anywhere, anytime.
Beta access: 27th October
Join groups, add friends, get beta codes, earn fees.
poise.finance/campaign
Happy new week frens
The RWA agenda continues 🫡
The opportunity with tokenization goes beyond the assets themselves.
Think about everything that could be built around them.
- Lending markets
- Better access to financial markets
- New ways to use assets as collateral
RWA szn is going to be interesting and i am ready for it :)
Jessa_Boni retweeted
On a normal yield vault, a block explorer shows your wallet, your deposit, and your balance to anyone who looks.
On @primus_labs Confidential Vault, the explorer still shows that a transfer happened.
It doesn’t show the amount or the balance.
That’s what shielding does. USDT converts into encrypted eUSDT, or U into eU, and both route into the Unitas vault.
The Yield Market page describes it as the same strategies with full position privacy, so the yield is the same and only the visibility changes.
When I checked, the page listed 10.99% APY, $53.39M protocol TVL, and $55.52M in backing reserves.
APY moves, so look before you deposit.
Actions here also earn XP on the Primus points page.
It’s a new product, so read the fees and the deposit and withdrawal terms first.
The link to start earning XP is in the comment section
I tested Primus AlphaNet yesterday.
Each task has three steps: sign the transaction in your wallet, log in to the platform, and confirm the attestation result.
Most went through. One failed when its verification window expired.
The app told me to refund the task fee; I clicked Refund Task Fee, and the money came back immediately.
So verification works, and a failed verification doesn’t cost you the fee.
Next, I’m exploring the other half of @primus_labs, confidentiality, through the Confidential Vault on BNB Chain.
On a normal DeFi vault, anyone can see how much your wallet deposited.
Here you shield $U into encrypted $EU, deposit it into a vault that routes to Unitas’s yield vault, and get encrypted shares for your position.
Fully homomorphic encryption lets calculations run on encrypted data, so balances and position sizes stay hidden.
Primus reported over $1M staked in the first 24 hours. Early, but it shows privacy that doesn’t ask anyone to leave BNB Chain.
Jessa_Boni retweeted
RWA Weekly Roundup
Tokenized money is going mainstream.
This week, HSBC opened a stablecoin to 3.3 million PayMe users, SoFi launched tokenized deposits for consumers, and the SEC added tokenization to its 2027 exam priorities.
Latest tokenization news ↓
1️⃣ HSBC launches RedCoin for 3.3M PayMe users
HSBC's Hong Kong dollar stablecoin began rolling out on October 23. Wallets need no minimum balance, and users can send money instantly or pay at 100,000+ merchants.
2️⃣ SoFi launches tokenized deposits for consumers
SoFi calls SoFi Earn (SOFIE) the first national bank-issued tokenized deposit for consumers. It pays interest and carries FDIC protection, bringing blockchain rails inside the regulated banking system.
3️⃣ JPMorgan moves deeper onto public blockchains
JPM Coin, its USD deposit token, is now live on Ethereum for approved institutional clients. J.P. Morgan Asset Management also brought its MONY and JLTXX tokenized money market funds to Solana.
4️⃣ SEC adds tokenization to its 2027 exam priorities
Examiners will now review tokenization risks across market infrastructure, including clearing agencies. The priorities create no new rules, but they show tokenization is firmly on the regulator's radar.
5️⃣ Malaysia launches tokenized bond infrastructure and joins BLOOM
Bank Negara Malaysia launched SSDS+ for tokenized bonds and sukuk with 24/7 settlement in central bank money. Three days later, it joined Singapore's BLOOM with Thailand's central bank to work on cross-border stablecoin and tokenized deposit settlement.
6️⃣ Boerse Stuttgart secures a DLT license for Seturion
BaFin granted the first DLT trading and settlement license to a European exchange group, giving Seturion a regulatory base for pan-European tokenized securities settlement. Trading venues can connect and offer tokenized assets without their own DLT license.
Closing note
Banks are issuing tokenized money to everyday users, central banks are building the settlement rails, and regulators are preparing to supervise it at scale.
AFME now counts $38.8B in tokenized assets and record digital bond issuance this year. Tokenization is no longer a pilot story.
Jessa_Boni retweeted
Data is everywhere, but what kind of data is more useful to AI companies to create an efficient model or sustainable agentic system ?
Before the advent of AI models, early founders of computer like Ada Lovelace, manually wrote long lines of programmes to the hardware of the computer for one purpose only , that purpose is "instruction".
AI agents needs direct instructions from humans, not just a script generated by another AI model. Just as it is impossible for a kid at middle grade school to teach another kid in the same class, so does the need for direct impaction of the source information (Real-World data) arises.
But how are we sure that these data is truly from the real world source, we can only find out by platform such as @datafdn , which ensures that there is a verifiable record of where the data came from and under what terms it would be distrubuted. Not to mention that this verified data is actually licensed.
Data Network has now been backed by Sui native protocol, in partnership with @SuiNetwork and a funding of $30 million to enable AI labs to get a guaranteed source of rights-cleared AI training data with verified provenance.
On this cause, $DATA will continue to be the token of the Data protocol and @WalrusProtocol will serve as a underlying storage system for these licensed and verified Real-World Data.
#DATAonSuiQuest
Jessa_Boni retweeted
How to build a name for yourself on CT:
- Learn your niche properly
- Share what you understand
- Have opinions beyond repeating announcements
- Engage with people genuinely
- Be consistent enough for people to remember you
What would you add to this list?
Jessa_Boni retweeted
Reasons I'm bullish on tokenization 👇
> Trillions in real-world assets moving onchain
> Investment opportunities reaching more people
> Fractional ownership becoming more accessible
> Assets becoming useful beyond just holding them
> More collateral for onchain lending
> Global markets becoming more connected
> New ways to unlock liquidity from existing assets
> Traditional finance and DeFi finding common ground
> An entirely new financial ecosystem taking shape
We're only scratching the surface of what tokenization can become
Nysa's first market went live yesterday!
A few things worth knowing about this launch.
→ It's live on @solana , with USDC lending and borrowing against @Ondo 's USDY.
→ The market runs on @kamino , with price feeds from @PythNetwork.
→ Depositors can earn yield on USDC, while USDY holders can use their tokens as collateral to borrow USDC.
→ @NysaFinance is also making market details, fees, due diligence and changes publicly verifiable.
Beyond the launch, there's a bigger goal which is making credit market curation more open and accountable.
Good to see this one go live, check the quoted post to see how it works and how to get involved.
Jessa_Boni retweeted
Being good at something doesn't automatically mean you'll be successful at it
You also need to know how to communicate its value
Jessa_Boni retweeted
The fact that the incentives are paid in USDC makes this one worth looking at.
Nysa's RWA Prime Vault is powered by @kamino, focused on the Ondo $USDY lending market, and already has $65K deposited.
+40% APY and NYSA Points on top
RWA frens have you checked this out yet?
Deposit into the Nysa RWA Prime Vault and:
Earn +40% APY, auto-compounded in USDC directly in your balance
Farm NYSA Points
Exposure only to the @Ondo $USDY Lending Market
100% Instant Withdrawals
Powered by @kamino
Start Now: app.nysa.finance/earn
Jessa_Boni retweeted
another eposide of RWA good reads for your Sunday
1) The Tokenized Carry Trade
→ xitter.cf/rwa_xyz/status/2113360…
2) Tokenization on Solana: the Companies Behind the Chain's RWA Growth
→ xitter.cf/rwafoundation_/status/…
3) Robinhood Chain Dead?
→ xitter.cf/100y_eth/status/211251…
4) Bringing Receivable-Backed Credit Markets Onchain
→ xitter.cf/paulframbot/status/211…
5) Injective’s RWA Story Is Getting Bigger Than Tokenization
→ xitter.cf/cryptobusy/status/2112…
6) RWA Weekly Report With Token Terminal
→ xitter.cf/rwafoundation_/status/…
7) $253 Billion by 2030: Korea's Tokenized Asset and Stablecoin Market Outlook
→ xitter.cf/tiger_research_/status…
must read RWA good reads for the weekend
1) The Bright Side: Tokenized Equities
→ xitter.cf/DWFLabs/status/2111064…
2) Who The Fuck Cares About Tokenized Stocks
→ xitter.cf/tittyrespecter/status/…
3) Memes Meet Stocks: Inside StonkFun, Pump’s Response and Solana’s Reward Coins
→ xitter.cf/minnus/status/21112092…
4) Tokenization has the infrastructure, what it needs now is proof
→ xitter.cf/NTBro/status/211079155…
5) Why Privacy Matters for Institutional Finance
→ xitter.cf/doppler_fi/status/2109…
6) RWA DEX and DeFi Report With Token Terminal: Trading Volume and TVL, Past 30 Days
→ xitter.cf/RWAFoundation_/status/…
7) Token2049 is TradFi2049 with a Hint of Crypto
→ xitter.cf/0xJeff/status/21089141…
Jessa_Boni retweeted
Grvt has completed its first 1.1M $GRVT buyback and burn, nearly 1% of circulating supply at the time.
What matters here is execution. These tokens were permanently burned, not parked in a treasury, making the supply reduction verifiable onchain.
Future buybacks are intended monthly, at the issuer’s discretion, with a public dashboard tracking every transaction.
But this is only the beginning of Grvt 2.0.
→ Grvt Earn targets up to 11% yield, not guaranteed.
→ Stable Funding Perps brings stocks, FX, commodities and indices with zero trading fees.
→ Yield as Margin lets eligible Earn balances keep generating yield while backing trades.
The feature I find most exciting is Yield as Margin. Your capital should not have to choose between earning and trading.
@grvt_io is building toward one self custodial balance where your money can do more, with transparency and capital efficiency at the core.
Jessa_Boni retweeted
list of early projects :
here are 8 projects under 2k followers worth watching right now
(bookmark this | extremely early)
- @HelloNavra
followers : 1400
narrative : onchain finance (recently raised $19m)
- @alloco_fi
followers : 2090
narrative : onchain investment (raised $500k by yzi labs)
- @getcomputable
followers : 330
narrative : ai compute (ycombinator s26 batch)
- @4Dlabs_Official
followers : 9900
narrative : physical ai (backed by yzi labs)
- @eqxlabs
followers : 1600
narrative : tokenized us equities (on @HyperliquidX)
- @Tensorcash
followers : 1500
narrative : ai infra
- @GigaLegendsLTD
followers : 5500
narrative : nft
- @eliospay
followers : 6800
narrative : payments
>>>>
the earlier you are the better the opportunities will be
nfa dyor
have you heard of any of these before?
Jessa_Boni retweeted
This experience at @LuganoPlanB also ended with fruitful results:
•Networking with an issuer we could potentially allocate to from our RWA Prime Vault
•Networking and awareness of a huge Bitcoin-backed borrow demand market, plus connections with many brokers and providers of this service
•Networking with a crypto exchange
•A fantastic speech by @paoloardoino
See you at the next round!
Jessa_Boni retweeted
Another day, another attempt to make CT care about tokenization
Is it working?
Jessa_Boni retweeted
Transparency is the foundation we're building Nysa on.
• Both the Vault and the Market are governed by a Multi-Sig with a 7d Timelock
• Every Market goes through a Due Diligence process and has an Independent Rating
• All updates to the Markets and the Vault are shown on the dApp
• The addresses you interact with are visible in the UI
Here’s what you’ll find in the app: