Matt May

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Matt May

Matt May

@MattOMExplorer

RWA MAXI | Researcher & Advisor | @MANTRA_Chain Ambassador #MANTRA #RWA #Tokenization #HomeOfRWAs

Katılım Şubat 2018
858 Takip Edilen4.8K Takipçiler
Matt May
Matt May@MattOMExplorer·
This is bigger than it sounds. Auditors & regulators have always needed access to sensitive data just to verify it. @NVNM_Chain flips that, prove the data is real without ever exposing what's inside. Same confidence, zero exposure. This is what institutional privacy looks like.
NVNM Chain@NVNM_Chain

An auditor checking a private asset's valuation used to mean entering the data room. Reading the file, trusting the summary. Now the auditor checks the onchain proof instead of the physical file. Same confidence, none of the exposure. Prove it without showing it.

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Binance
Binance@binance·
The market doesn't start on Monday. It continues.
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Matt May
Matt May@MattOMExplorer·
@a16zcrypto Megacap tech, ETFs, AI and chips all tokenized and growing fast. The asset diversity is catching up to the infrastructure. @MANTRA_Chain's compliance layer starts making a lot more sense when you see what's coming onchain.
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a16z crypto
a16z crypto@a16zcrypto·
While the market for tokenized stocks is new, its composition has already changed greatly in the past year. Crypto-linked products once dominated the market, but their share by market cap has dropped to 21% (as of June) from 79% a year earlier. They have lost the top spot to the "other" category — a long tail of hundreds of smaller listings — that now makes up 35% of the market, up from 15% a year earlier. The rest of the market is climbing too. Megacap tech — tech companies with a market cap around $100 billion or more — now make up 10.6% of the market by market cap as of June, up from 0.6% a year ago. ETFs and indices grew to 17.3% of the market in that same period, up from 4.5% a year earlier. The fastest riser has been, unsurprisingly, the AI and chips category. The category vaulted from less than $1 million in June 2025 — 0.3% of the market by market cap at the time — to 15.5% of the market as of a year later.
a16z crypto tweet media
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Matt May
Matt May@MattOMExplorer·
@a16zcrypto 5x growth in tokenized stocks in a year and most of it is new issuance, not just price appreciation. The demand is real. @MANTRA_Chain's been building the compliant rails for exactly this.
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a16z crypto
a16z crypto@a16zcrypto·
The market cap of tokenized stocks reached about $1.7 billion at the end of June, up from $329 million a year earlier — more than 5x growth. This makes tokenized stocks one of the fastest-growing categories of tokenized assets (which some refer to as real world assets). Unlike stablecoins, whose circulating supply is a direct proxy for demand — one token, one dollar — tokenized stocks move with their underlying equities, so “market cap” does not cleanly separate the effects of new tokens minted and existing tokens repricing.  The evidence points to issuance though. More than half of today's market cap sits in assets that weren't onchain a year ago. And most of the remaining balances arrived mid-year — after much of the period's price movement in the underlying stocks had already occurred.
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CoinGecko
CoinGecko@coingecko·
Project that's perfect to hold?
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Matt May
Matt May@MattOMExplorer·
@Securitize And the building has been relentless so far. $MANTRA
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Securitize
Securitize@Securitize·
2026: the year of Tokenization. ▓▓▓▓▓▓▓▓▓▓░░░░░░░░░░ 50% complete.
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Matt May
Matt May@MattOMExplorer·
@raven_protocol Interesting post, open source ai community is growing like never before.
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Raven Protocol 🐦‍⬛
Raven Protocol 🐦‍⬛@raven_protocol·
Synchronous training is losing ground in the open source AI community. Most distributed setups today run across mixed hardware, real networks & machines in different locations. Synchronous methods werent designed for that. What's changing and why it matters for how you train.🧵
Raven Protocol 🐦‍⬛ tweet media
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Omie ||RWA Hunter||
Omie ||RWA Hunter||@VikramsinghKal8·
Good to see @MANTRA_Chain recognized among the top RWA chains. This is only the beginning. As institutional adoption accelerates, MANTRA has a real opportunity to become the leading home for compliant RWAs. Excited to see the ecosystem growing with @NVNM_Chain , @InveniamIO , @docugami , @FluxtraMANTRA , and the builders pushing real world adoption forward.
RWA Foundation@RWAFoundation_

According to @RWA_xyz, these are the current top chains for distributed & represented value. We wonder how we this will change over the next 6 months or so…

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Matt May
Matt May@MattOMExplorer·
@NVNM_Chain Same confidence, zero exposure. That's a genuinely different trust model.
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NVNM Chain
NVNM Chain@NVNM_Chain·
An auditor checking a private asset's valuation used to mean entering the data room. Reading the file, trusting the summary. Now the auditor checks the onchain proof instead of the physical file. Same confidence, none of the exposure. Prove it without showing it.
NVNM Chain tweet media
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Matt May
Matt May@MattOMExplorer·
This is the stat that should end every TradFi vs onchain debate. NYSE runs 19% of the time. Onchain never closes. Institutions are starting to realize that 24/7 access to RWAs, perps & compliant markets is the baseline. The 81% gap is exactly where @MANTRA_Chain is building
MANTRA | The EVM L1 for RWAs@MANTRA_Chain

The NYSE is open 6.5 hours a day, 252 days a year. That's about 19% of the time. Onchain markets don't do part-time. 24/7, anytime anywhere.

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Matt May
Matt May@MattOMExplorer·
@MANTRA_Chain The infrastructure finally matches the pace of the internet.
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MANTRA | The EVM L1 for RWAs
The NYSE is open 6.5 hours a day, 252 days a year. That's about 19% of the time. Onchain markets don't do part-time. 24/7, anytime anywhere.
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MANTRA Intoorn 🕉️
MANTRA Intoorn 🕉️@MANTRA_Intern·
if you're not in the $NVNM TG yet: you're missing out on the OGs, the alpha, and the stickers. let's fix that ▶️ t.me/NVNM_Chain
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Ethereum
Ethereum@ethereum·
Ethereum is for shipping. Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month. 0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week. 1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure. 2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction. 3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy. 4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem. 5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications. 6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum. 7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols. 8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India. 9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms. 10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects. 11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment. 12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership. 13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss. 14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations. 15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement. 16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders. 17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices. 18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features. 19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record. 20/ @sparkdotfi launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer. 21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market. 22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual. 23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets. 24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights. 25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.
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NVNM Chain
NVNM Chain@NVNM_Chain·
According to Hamilton Lane, private markets now hold $10T in AUM. Yet real estate, credit and equity still rely on trust, documents and slow verification. The next step is clear: connect AI with blockchain and make private markets instantly verifiable 24/7.
NVNM Chain tweet media
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