mariaa.eth 🐸

I'm excited to share 26 ideas in user-owned tech! We @ElectricCapital invest $1M to $20M in user-owned technology that gives people control, privacy, and access. 6 ideas to highlight: In Finance as Entertainment... - Spectator capital: Live stream audiences need ways to financially participate in outcomes. What it could look like: A platform that lets audiences stake on live content. Participation makes watching more fun, but currently viewers are limited to tips and subscriptions. This platform lets reality TV audiences stake predictions on who gets eliminated, or lets audiences copytrade as a streamer shares their trading session. - Opinion markets: Prediction market platforms need markets that resolve on collective belief, not just events. What it could look like: A platform that generates market-ranked lists. Users stake positions on where they believe others will rank these items. This platform creates lists for the best pizza in NYC, the top wines under $20, the most influential movies of the last decade, or the best AI developer tools, all ranked by the market. Lists resolve weekly based on stake-weighted rankings. - Drama launchpads: Individual storytellers need funding and distribution platforms now that they can produce dramas more cheaply than studios. What it could look like: A UGC platform for short-form drama. Creators produce episodes with AI video tools: mafia boyfriend sagas, secret billionaire reveals, revenge thrillers. Fans unlock episodes with tokens and tip creators directly. Creators earn based on viewership. ReelShort generated $700M+ revenue in Q1’25 with low-budget, studio-made drama series. This platform combines YouTube UGC content with ReelShort’s video format. In Fintech & Defi... - Non-crypto correlated yield: Stablecoin holders need yield that does not drop when BTC price drops. What it could look like: A platform that brings real-world infrastructure yields to stablecoin holders. Yield could come from data center project bonds, solar installations, and EV charging networks with predictable cash flows and no correlation to crypto. - Globally accessible equities: Global investors need direct ownership of foreign opportunities with low friction and costs. What it could look like: A financial product that replicates equity ownership with price exposure, no funding rate, and no expiration. A trader in the Philippines builds a US tech portfolio. A Canadian builds Korean semiconductor exposure. - New forms of insurance: Businesses need fast, transparent coverage for operational risks that traditional insurance cannot provide. What it could look like: A platform that uses prediction markets to create new insurance products. A hotel chain can buy hurricane protection for its Florida properties. A ski resort can hedge against a warm winter. Capital providers supply liquidity in exchange for uncorrelated yield. Read all 26 ideas below.

@Gccooke Thank you!

@MariaShen This is the best RWA framework I’ve seen so far. Great analysis.

We mapped 501 sources of real-world yield in traditional finance. Only 34 have any meaningful on-chain presence. We break down: - what keeps the other 467 off-chain - why distribution is the biggest bottleneck - what needs to be built to bring them on

@minerva_crypto Thank you! Appreciate the data you all pull together

@MariaShen Fantastic.

Great analysis of where RWA yields go next

@DeFi_Dad @avichal @Main_St_Finance Interesting example! Thank you for sharing. Definitely fits in the trading strategies as real world yield category.

@avichal One real world offchain yield being tokenized and distributed onchain already, is this CME options box spread trade via msY by @Main_St_Finance. I believe the yield is about 12% APY. I’m just about to read @MariaShen’s post but I think this fits into her framework.

Great analysis of which off chain assets might come on chain next

@0xYashish What kind of automations do you mean specifically?

@MariaShen i believe automation is super important on top of current vault/tokenization infra providers to make these derivatives actually scalable

Amazing work by @MariaShen to map this all out. Takeaway: there are so many more RWAs to bring onchain.

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@sonyasunkim @ElectricCapital Thank you, Sonya! Really appreciated all your thoughts on this :)

.@ElectricCapital GOATed again with a data-driven analysis, this time on the state of the RWA market. Really enjoyed it, highly recommend that you read it too

Thank you @jaibhavnani and @sonyasunkim for the feedback on this article!

Read this article with full data & interactive charts here: data.electriccapital.com/posts/501-sour…

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@z0age @NadavAHollander I’d love to try it!

so @NadavAHollander and I have been cooking on a new project if you’re regularly trawling your feed on the hunt for fresh information but are drowning in a firehose of unrelated slop… then you should reach out! we still have room for a few more curious minds in the first wave

1/ Wasabi just listed @PreStocks: @AnthropicAI, @SpaceX, and @OpenAI are now tradable with leverage, long or short These are private companies. But they have an implied valuation, and their tokens are trading at a discount The edge is there, and you can trade it with size 👇

Stablecoins hold more US treasuries than Hong Kong, India, and Brazil. Circle + Tether alone hold $162B. One of the biggest shifts in how money moves is happening right now. Stay current with 18 charts on stablecoins at data.electriccapital.com/posts/stableco… Follow for more data & insights

@puntium Oh that’s interesting

I think degens are about to become TradFi's insurance layer and most of them don't realize it yet. Take first loss on smart contract risk. Let conservative capital sit senior above you. You've been surviving this risk for years. Now you can get paid for it.