RWAF Advisory

the top 5 yield opportunities on Kamino are all RWA loops, and that's not a coincidence i've been writing about RWA progress for over a year because it's clear to me that the future of onchain finance belongs to real yields coming from genuine productive economic activity ONyc, PRIME, syrupUSDC - reinsurance premiums, US home equity, institutional credit. 16-24% APY backed by activity that continues regardless of where BTC trades @solana and kamino provide the perfect infrastructure to make this possible i have no doubt solana will be the home of RWA finance, and that kamino will provide the rails it scales on

Alpha USDC Asia V2 crosses $7M. $1M → $3M → $7M. Steady growth since launch. USDC lending into Asia-linked RWA credit. Trade finance, private credit structures, regionally anchored collateral. Different geography. Different collateral profile. Same curation framework. @MuDigitalHQ @Morpho

GM RWA researchers, Solana just gobbled up $2B in RWA TVL while institutions and tokenized commodities starting to pick up momentum Let’s dive into the details ---------------------------------------------------------- 1. Top News: Solana crosses $2B TVL for RWA. → x.com/Securitize/sta… 2. Tokenized Securities Round-Up: @ZIGChain launches first liquid RWA vault with @Valdora_finance while expanding with @Beehive to bring UAE $250B SME private credit onchain. → x.com/ZIGChain/statu… → x.com/ZIGChain/statu… @SuperstateInc partners with @CoinList to accelerate tokenized IPOs onchain. → x.com/SuperstateInc/… Falcon launches $TSLAon from @OndoFinance, enabling borrowing against tokenized TSLA. → x.com/falconfinance/… @Securitize partners Upshift for fund admin and surpasses $4B TVL. → x.com/Securitize/sta… → x.com/Securitize/sta… 3. RWA Institution Round-Up: CME explores tokenized settlement on Google Cloud Ledger by year-end. → x.com/TheOneandOmsy/… @maplefinance issues new $100M BTC-backed institutional loan. → x.com/maplefinance/s… @QXMP_Labs relocates HQ to Cyprus to build institutional RWA and stablecoin infrastructure. → x.com/QXMP_Labs/stat… 4. Tokenized Real Estate Round-Up: @lofty_ai launches property manager profiles with performance tracking and reviews. → x.com/lofty_ai/statu… @RECCFinance completes $RETF migration with funds secured and tokens airdropped. → x.com/RECCFinance/st… @Parcl V4 devnet goes live. → x.com/Parcl/status/2… 5. RWA Stablecoins Round-Up: @Theo_Network $thUSD Genesis ends with ~5.5% APY. → x.com/Theo_Network/s… @Raacfi partners @eulerfinance to launch pmUSD/USDC vault enabling borrowing and rewards for $pmUSD. → x.com/Raacfi/status/… 6. Tokenized Commodities Round-Up: @NEARProtocol brings Tether Gold $XAUt live on Intents for 1-click swaps across 30+ chains. → x.com/NEARProtocol/s… @DigiFTTech partners with @OCBCBank and Lion Global to launch $GOLDX, a SEA regulated tokenized gold fund. → x.com/DigiFTTech/sta… @goldfishggbr releases updated whitepaper for $GFIN token. → x.com/goldfishggbr/s… Pleasing Gold rebrands to @PleasingMarket to expand asset coverage. → x.com/PleasingMarket… @dovuofficial lists tokenized soil carbon credits on Hedera. → x.com/dovuofficial/s… 7. Other News: @pharos_network launches ICO on Echo and announces mainnet going live May 16. → x.com/pharos_network… → x.com/pharos_network… @edeldotfinance launches airdrop checker and opens additional round for early participants on Canton. → x.com/edeldotfinance… → x.com/edeldotfinance… @RealFinOfficial partners RWA Inc. to expand tokenized asset issuance and distribution. → x.com/RealFinOfficia… @XStableRWA now backed by @KuCoinVentures to scale RWA liquidity layer. → x.com/XStableRWA/sta… @laplace_global wins Japan Financial Infrastructure Innovation Program. → x.com/laplace_global… @KAIO_xyz raises $19M including $8M strategic round from Tether. → x.com/KAIO_xyz/statu… @phygitals partners @FanaticsCollect to strengthen tokenized TCG liquidity on Solana. → x.com/phygitals/stat… @Lumishare_Lumi launches BASAD testnet, a quantum-shielded RWA-first blockchain. → x.com/lumishare_lumi… ---------------------------------------------------------- that’s it for this week’s RWA recap i’ll be in Da Nang for a couple of weeks on vacation, very likely i’ll be drunk 90% of the time so do let me know if i missed anything important

gm rwa researchers, 25,000+ that's how many companies Computershare manages shareholder records for and they could all be coming onchain after Computershare partners with @Securitize let’s dive into the details ---------------------------------------------------------- 1. Top News: @Securitize partners @Computershare to enable U.S. companies to issue tokenized equity alongside traditional shares. → x.com/securitize/sta… @NYSE proposes rule change for tokenized equities and ETFs trading with T+1 settlement under DTC pilot. → x.com/WuBlockchain/s… 2. Tokenized Securities Round-Up: @OndoFinance partners Broadridge to enable governance across 250+ tokenized stocks and ETFs while expanding distribution via Kucoin Wallet. → x.com/ondofinance/st… → x.com/ondofinance/st… @xStocksFi expands to BNB via PancakeSwap and integrates with @coinroutes for institutional trading. → x.com/pancakeswap/st… → x.com/xstocksfi/stat… @elementaldefi launches ONyc V2 vault with 20.04% APY. → x.com/elementaldefi/… @centrifuge expands to Monad with TBILLs and launches deSPX infra via broader integrations. → x.com/monad/status/2… @CtrlAltCo launches first tokenized structured product on Solana. → x.com/ctrlaltco/stat… PreStocks expands distribution via Avici. → x.com/avicimoney/sta… @AssetoFinance partners @KeyringNetwork to bring leveraged access to RWAs via rwa [un]wind protocol. → x.com/assetofinance/… @humafinance selects Chainlink CCIP as crosschain bridge for PST and future products. → x.com/humafinance/st… @dflow goes live on @Tessera_PE. → x.com/tessera_pe/sta… @agamafinance partners @FatraLabs to build liquidity infrastructure for tokenized private credit across GCC markets. → x.com/agamafinance/s… @coinbase launches CUSHY, a tokenized credit fund on Base managed by Northern Trust and @SuperstateInc. → x.com/base/status/20… 3. RWA Stablecoins Round-Up: @OpenEden_X expands into derivatives infra via STS Digital partnership while launching PRISM vault on Upshift. → x.com/openeden_x/sta… → x.com/OpenEden_Fdn/s… @flowdesk_co raises sUSDai borrow cap to $250M on Morpho. → x.com/flowdesk_co/st… @Theo_Network opens $thUSD access to public following Genesis program. → x.com/theo_network/s… @roycoprotocol partners @Raacfi to use pmUSD as credit for its Senior Vault. → x.com/roycoprotocol/… 4. Other News: @MANTRA_Chain expands into commodities via Cropto for tokenized agricultural assets while launching its first LST for $MANTRA via @FluxtraMANTRA. → x.com/mantra_chain/s… → x.com/mantra_chain/s… @streamex distributes first gold yield at 3.5% APY. → x.com/streamex/statu… @Collector_Crypt partners @Loopscale preparing to enable USDC borrowing against trading cards. → x.com/collector_cryp… @DigiFTTech and Flow Capital launch $150M APAC credit fund token ($FLOWC). → x.com/digifttech/sta… @integra_layer testnet goes live. → x.com/integra_layer/… @tradexyz launches Pre-IPO perpetuals. → x.com/tradexyz/statu… @RealFinOfficial lists $ASSET across OKX, Kucoin, MEXC, and Kraken. → x.com/realfinofficia… @Brickken partners @ADIChain_ to deploy tokenization infra across MENA. → x.com/brickken/statu… @KAIO_xyz announces upcoming token $KAIO launch. → x.com/kaio_xyz/statu… @NUVAFinance raises $5.2M from Morgan Creek. → x.com/nuvafinance/st… @MidasRWA partners Symbiotic for instant liquidity within its architecture. → x.com/midasrwa/statu… ---------------------------------------------------------- that's it for this week's RWA recap if you want a shorter daily version, join my TG channel, link in bio this also marks the 20th edition of the recap, so i made a new banner for it let me know what you think, should i keep it?