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DWF Labs
5.3K 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 Edilen122.9K Takipçiler
Step 1: clarity from regulators.
Step 2: teams building to that standard.
Cointelegraph@Cointelegraph
🇺🇸 JUST IN: SEC says certain crypto interfaces, including DeFi front-ends, wallet extensions, and apps, may operate without broker-dealer registration under conditions: • No custody of user funds (self-custodial only) • No investment advice or recommendations • No order routing or execution • Fixed, neutral fee structures only • No discretion over transactions or market activity
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Cycles come and go. We keep deploying.
Andrei Grachev 🦅🟠 $FF@ag_dwf
Just on last 7 days we signed 2 VC deals and backed 2 founders. We invest while other wait - come to us and get money for your project!
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How do you price an RWA asset when the market it trades on is closed?
This decision is a core challenge facing RWA perps platforms.
@DWFVentures explores the two emerging approaches, which prioritize either safety or availability👇
Safety-first: halt trading and freeze the mark price during closures (e.g. @OstiumLabs)
Availability-first: keep markets live 24/7, accepting the tradeoffs on pricing accuracy (e.g. @HyperliquidX, @tradexyz)
As liquidity deepens and markets mature, these models are likely to converge.
DWF Ventures@DWFVentures
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The market boils down to only a few real problems, and builders who solve them are the ones who acquire users, retain them, and survive.
@ag_dwf shares in @therollupco 👇
@andyyy @robbieklages
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Knowing how to take off but not how to land doesn't make you a pilot.
Same applies to investing. @ag_dwf explains 👇
@Cointelegraph @rkbaggs
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~$28B and accelerating.
When @McKinsey's base case starts looking like the bear case, you know the market has shifted structurally.
Falcon Finance 🦅🟠@falconfinance
2 years ago, @McKinsey said tokenized assets would hit $2T by 2030. That was their base case. In the past 12 months alone, the onchain RWA market has 4x'd to ~$28B. The question is: were they being conservative?
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Brilliant idea, bad founder? It fails.
Bad idea, brilliant founder? It flies.
@ag_dwf discusses founder quality on @Cointelegraph's #CHAINREACTION with @rkbaggs👇
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1 product update, 100+ new markets, and $130B in volume.
@DWFVentures breaks down how @HyperliquidX's HIP-3 became a key inflection point for RWA perps 🔍
Since launching permissionless perp deployment in October 2025, HIP-3 markets have attracted 2.2M+ unique traders and $1.7B in open interest.
RWA-related pairs are driving over 90% of that activity.
Read more about what's driving the momentum below 👇
Image source: @artemis
DWF Ventures@DWFVentures
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Stablecoins just outpaced the entire U.S. ACH banking rail for the first time.
And we're still early.
Falcon Finance 🦅🟠@falconfinance
Stablecoins have flipped the backbone of banking. Feb ’26: $7.2T in monthly volume, beating the entire U.S. automated clearing house (ACH) at $6.8T for the first time ever. The numbers behind the flip: $317.6B market cap (ATH), $33T settled in 2025 (+72% YoY), and 75% of all crypto volume in Q1 2026.
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Two paths are emerging for bringing real-world assets onchain, and understanding who each path serves is crucial.
@DWFVentures explores RWA tokenization vs perpification 🔍
Tokenization upgrades capital markets infrastructure: settlement, ownership, programmability. But it has a heavy institutional focus.
Perpification involves the utilization of a perpetual swap or futures-first approach to onboard traditional and non-crypto-native assets onto the blockchain.
More below 👇
DWF Ventures@DWFVentures
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South Korea's prepaid card and digital wallet market is projected to hit $39.66B by 2030.
Without a KRW stablecoin, it would mean:
❌ Less visibility for regulators on capital flowing to USDT and USDC and overall crypto activity
❌ Missed revenue from reserve-backed yield
❌ Continued USD dependency in cross-border settlements
The case for a KRW stablecoin is clear but the framework isn't yet.
More from @DWFVentures 👇
DWF Ventures@DWFVentures
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Users aren't leaving crypto. They're just upgrading what they do with it.
Falcon Finance 🦅🟠@falconfinance
Most people think users have left crypto. But RWA asset holders just hit a new all-time high: 707,400+, up 614% in a year. Capital and users are rotating, not exiting. From speculative tokens → real-world assets.
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