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DWF Labs
5.2K posts
DWF Labs
@DWFLabs
A Web3 market maker and strategic investor providing capital and liquidity to institutions and builders. Managing Partner: @ag_dwf
Katılım Haziran 2022
237 Takip Edilen125K Takipçiler
Regulatory clarity is only the first step.
What comes next is the boundary between onchain dollars and the real-world financial system, and how this structure can be built.
@ArtemTolkachev, Chief RWA Officer at @falconfinance, discusses more 👇
Falcon Finance 🦅🟠@falconfinance
In his latest op-ed, @ArtemTolkachev breaks down why off-ramps matter just as much as onchain infrastructure if crypto is going to support real-world payments, payroll, and settlements. fintechweekly.com/magazine/artic…
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Do stocks or tokens trade at higher premiums, and why? @DWFVentures breaks it down👇
→ Stocks typically trade at 7-40x P/S ratios vs. 2-16x for tokens
→ The gap comes down to institutional access, index inclusions, and additional leverage/options choices for equities
However, P/S ratios alone don't tell the full story.
Moat, diversification, buyback programs, and sector sentiment all play a role in justifying premiums.
Revenue is the starting point, and the full picture requires deeper analysis.
DWF Ventures@DWFVentures
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$4B is the appetizer.
CoinDesk@CoinDesk
DATA: Tokenized equities surged from under $100M to over $4B since the start of 2025.
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DWF Labs retweetledi
Some media spread a false comment that I said that altcoins will never go up etc etc
It’s all false and we are fcking in
Just see that some charts every day and enjoy
Market activation is ongoing and scaling up
Never believe media, always check the original source
Cheers
Andrei Grachev 🦅🟠 $FF@ag_dwf
We've accumulated quite a lot of sh*tcoins, altcoins, BTC and BNB in last month. Waiting for market to re-bounce and you will see market activation that you've probably never seen lol
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One sector continues to climb regardless of market conditions: RWAs. According to data from @RWA_xyz, there has been ~8% growth in the last 30 days alone.
RWAs are increasingly built on crypto-native rails, using onchain infrastructure for issuance, settlement, and collateral.
Traditional assets are now being embedded into crypto, rather than sitting alongside crypto and simply being "represented".
Even when markets are soft, capital finds its way to what's useful. RWAs are proving to be exactly that.
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Tokenization has moved far beyond just proof of concept.
Falcon Finance 🦅🟠@falconfinance
Onchain RWAs just crossed $27B in total value. Here's what you might have missed: $15.8B of it is non-Treasury assets. That's the real growth engine. Tokenized stocks has hit $1B too. Probably nothing.
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Crypto M&A hit a 5-year high in 2025.
@DWFVentures investigates what's driving it:
→ TradFi firms pushing into digital assets
→ Companies acquiring licenses rather than building from scratch
→ Clearer regulatory frameworks removing friction
Three categories dominated, accounting for 96% of deal value ($42.5B+):
• Investing & trading
• Brokers & exchanges
• Stablecoins & payments
@Coinbase, @krakenfx, and @Ripple have been the most aggressive acquirers, spanning multiple categories.
Companies are on a quest to become the "everything app", with a key focus on bringing onchain to the masses. Acquiring legacy and innovative dApps as a strategy could be a reason for increased M&As.
DWF Ventures@DWFVentures
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The gap between "tokenized" and "useful" is where most projects fail to build true utility.
Issuance of tokens is the simplest part, as @ag_dwf, Managing Partner of DWF Labs and Founding Partner of @falconfinance, pointed out. What is especially crucial is legal ownership, custody, capital efficiency, and liquidity.
That's where the real work and value is 👇
Falcon Finance 🦅🟠@falconfinance
The tokenization market has a hype problem. In a recent Hong Kong Economic Journal piece, Peter Brewin, PwC Hong Kong's Digital Assets Leader, put it bluntly: the real opportunity isn't slapping "tokenized" on random assets. It's in things people already want to buy. Government bonds. Private credit. Infrastructure that throws off cash flows. Hong Kong's Monetary Authority is actually building a platform for tokenized bond settlement. That's real. But here's the part most people skip over. @ag_dwf pointed out that issuing a token is the easy part. Legal ownership, custody, capital efficiency, liquidity. That's where projects actually fail. Think about tokenized gold. If you can't legally redeem the underlying across jurisdictions, you don't own anything. Same with tokenized money-market funds. If they're not meaningfully better than the traditional version, why would anyone switch? Getting an asset onchain is step one. The value only kicks in when you can actually use it as collateral or earn yield on it. Most projects aren't there yet.
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Keeping our eyes on the market.
Cointelegraph@Cointelegraph
🔥 NOW: Over $120B has been added to the crypto market cap in the past 5 days.
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DWF Labs retweetledi
Tokenized equities exploded from $32M → $1.08B in just 14 months.
33x growth. 191K+ holders. The tokenized stock revolution is here.
@xStocksFi is one of the leaders with ~24% market share at ~$252.8M total value and 80K+ holders.
Each token is 1:1 backed, fully composable, DeFi-ready, transferable 24/7.
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South Korea may be one of the most underappreciated stablecoin markets globally:
-> ~18M people already have digital asset exposure
-> 98% of the population already uses digital payments
-> $USDT has traded at a ~5% “Kimchi Premium,” with $BTC spreads on Korean exchanges reaching as high as 10%
A $KRW stablecoin is not just a crypto product: it is a monetary and payments infrastructure that could reduce $USD dependence, improve capital efficiency, and upgrade domestic settlement rails.
Read more from @DWFVentures research report below 👇
Building something ambitious? The @DWFVentures team is always looking to back exceptional projects. Reach out here: dwf-labs.com/ventures?utm_s…
DWF Ventures@DWFVentures
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