Ray Buckton

The Institutional Guide to Ethereum RWA Token Standards is officially LIVE. 🔥 frameworklabs.io/institutional-… Use this as your Bible for asset tokenization. Boston Consulting Group (@BCG) says $55 trillion is coming onchain by 2035. But not without compliant onchain infrastructure. @IvieSatijn and I wrote the book on onchain infrastructure for compliance officers, risk managers, and institutional capital allocators. Bringing assets onchain? Seeing something new here and have questions? Hit me up. I’m always happy to help founders and teams navigate the complexities of realities onchain. Big Love ♥️ 🟢 @IvieSatijn — co-author, co-conspirator, the real engine on this one 🟢 @OctantApp (@arlery, Artem, Nico and the entire team) for the Epoch 9 backing 🟢 @ethereumfndn for funding coordination and support 🟢 All our amazing collaborators who graciously shared their time, insights, and expertise Read the report and LMK what you think 😘

@zinnresearch The challenge here is premium rate. If Aave offers below risk free rate on blue chips, then where's the yield to pay the insurance premiums? Move up the onchain risk curve and insurability goes down exponentially

@RayBuckton wonder if this will see the rise of insurance companies for DeFi in the end feels like a hugely under served market atm

TradFi has intermediaries that can get your money back. DeFi has nothing of the sort. It is now the age of agentics, and DeFi has lost. Good or bad, that's just reality.

Short-term-ism explained: “We’ve entered an age of temporary operators managing temporary organizations for temporary owners.” - company lifespans have collapsed form sixty one years in 1958 to eighteen years in 2025 - stock holding periods have fallen from 8 years to six months - average CEO tenure shrinks every decade ~ Incorruptible by @ericries

@FlorkOfCows What people often forget is it's basically June and that's close to August which is close to September which is fall and fall gets cold so it's basically Christmas.

Don't spend another moment on it, ride on. Christmas is in 6 months

Looking ahead, forecasts for tokenized assets vary a lot but they all point in the same direction: growth. McKinsey: $2–4T by 2030. Ark Invest: $11T by 2030. BCG/Ripple: $9.4T by 2030, $18.9T by 2033. Standard Chartered: $30T + by 2034. The gap between $2 trillion and $30 trillion is more about definitions than adoption. Different institutions are measuring different things. McKinsey focuses mostly on bonds, loans, funds, and equities. Standard Chartered adds commodities and trade finance. BCG and Ripple include deposits and stablecoins alongside more traditional asset categories. Despite these differences, the broader trend is consistent: Asset tokenization is expected to expand.

i have been incredibly humbled by the inability of fantasy top, friendtech and consumer crypto apps to cross the chasm. crypto in its most ambitious form (of ushering in a new era of user owned software and infrastructure) has failed. we optimistically tried to blend the personas of investor (people allocating capital to production to receive more money than they put in) and consumer (people willing to pay more for a product than it costs to operate) and found ourselves serving the needs of neither. where the strong form of crypto failed, the weak form (of commoditized ledger/database tech for financial transactions) has succeeded beyond anyone's expectation. the consequence is that crypto has been reduced to a vassal of traditional finance, both more impactful than any normie anticipated, and deeply disappointing in structure to crypto OGs. reducing global transaction costs as commoditized ledger/database technology reduces drag on global GDP, but this is a marginal improvement over the status quo and one where the value accrues in large part to incumbent intermediaries in reducing overhead and improving margins. crypto was supposed to be the most egalitarian thing ever. it was insanely ambitious and, if it worked, could have really changed the fabric of society. it didn't. it's over. we haven't found the right primitives, and, more importantly, the right culture for delivering the most ambitious version of crypto. it's time to question everything again.

It is with profound sadness that we announce the unexpected passing of Nathan Allman, Ondo's founder. Our hearts are with his family and loved ones. Nate’s brilliance, humility, and drive shaped every part of what Ondo is today. His belief in the power of technology to create a more open, accessible financial system lives on in everything we build. The impact he had on this industry, and on all of us personally, cannot be overstated. Nate also helped us build a durable organization with experienced leaders across all facets of the business. Ian De Bode, Ondo Finance’s longtime President, will serve as CEO. Ian has been leading our strategy, product, and day-to-day operations for over two years and has the full confidence of the leadership team. We will continue building what Nate started. That is the most meaningful way we know to honor him.

@OndoFinance Immensely saddened by the loss of Nathan. May his friends, family, and loved ones find peace in the glowing marks of positivity he left on the world.

Entering my @Apple era given my $1700 @LenovoThinkPad can't run YouTube.

@totofinance Love seeing RWA accelerating!

RWA market just crossed $38 Billion Three months ago it was under $20 Billion That is not growth. That is acceleration. And it is happening while most of crypto is still arguing about narratives.

Some of the boomer slop from Facebook is actually pretty good, honestly. The "wistful boomer veteran" genre of posts in particular. They hit like existentialist meditations from the Dark Side of Margaritaville.

He's like the Buddha of cool music. I've come to similar conclusion in writing and research, it's like digging a mine, boring, but eventually a) you will tap into new energy sources and b) spot something amazing on the side of hole that wasn't even what you were originally digging for. Both those things require the boring digging tho.

@DeenaTammefj @lamps_apple That's fair - no issue whatsoever with homie enjoying the States. It just seems like tons of males specifically from the UK all of a sudden. It's probably my timeline pushing a ton of this contnet

@RayBuckton @lamps_apple As much as I love to brag about America, I think you’re right based on his description.

“I'm just going to put it out there. Once you have been travelling around America for a substantial amount of time, when you come home, it is a very strange and slightly, truthfully, depressing feeling, okay? Traveling around America really opened up my eyes, really allowed me to see how I could be living, and just how many opportunities there are, and how many different amazing places there are, all in one country. Like, since I've been back home in the UK, I haven't felt like myself, which sounds so crazy. I now live for that adventure, that crazy lifestyle, that meeting new people, seeing new people every day, and I just long for it. And in America, it is so amazing. Seriously, Americans, what have you done to me? I need to come back in October, at the end of October, back to America. I can't wait. It's really kerfuffled me coming home from America. It has kerfuffled me.”

Wild watching you melt down over this. Did it ever occur to you that maybe, just maybe, Americans have cultural nuance that you don't fully understand, and this is causing more Americans than you ever expected to strongly disagree with you on this topic? And maybe, just maybe, you don't understand why this is the case because you're NOT AMERICAN? Wild concept that you can't just put on our culture like clothes, regardless of the cognitive dissonance the inability causes you.

I will systematically destroy the foreign intelligence agencies that are behind these psyops. Mark my words. It will take a decade. But I won't forget.

@thekatfu Ironically, I saw this at exactly 3:40am.

You wake at 3 a.m. with a racing heart. Blood glucose has dropped to its overnight low. Your body releases epinephrine, cortisol, and glucagon to pull it back up. The same hormones trigger arousal. In one controlled study, 100% of healthy adults woke from a glucose drop during late sleep. Only 63% woke from the same drop during early sleep. The cortisol surge is circadian. It peaks at 3:40 a.m. biological time, independent of whether you wake.

Day 22: Agricultural Commodities 🌾 A huge commodity category. Wheat, corn, soybeans, sugar, coffee, cocoa. A $2T+ global market with one of the deepest funding gaps in emerging markets. @centrifuge - Brought agricultural receivables onchain via partnerships with LATAM ag-finance firms. Crop financing as tokenized credit. @dimitratech - Verified farm data and MRV (measurement, reporting, verification) frameworks. The data layer farmers need before tokenization works at scale. Beyond these two, the category is mostly pilots and concepts. It can be difficult as wheat from one harvest isn't fungible with the next. Custody can be brutal because every crop needs different storage, climate and insurance. Pricing fragments across hundreds of regional benchmarks too. However there could be some opportunity here…$170B funding gap in agricultural finance globally. Smallholder farmers sit on physical inventory worth real money but can't use it as collateral with any bank. Tokenization solves exactly this. Grain in a silo becomes provable, fractionable, usable.

Progressive couple that privately selects a 3.5 sigma embryo but outwardly maintains a steadfast commitment to IQ heritability blank slatism

@RWAFoundation_ It's only just begun 🐘

18,000 followers. This page has one of the most engaged RWA communities - investors, builders, and people actually trying to understand the space properly. And it’s only going one way from here.

The Academic Paper Reproducibility Crisis

The Academic Paper Reproducibility Crisis AI data center water usage metrics were inflated by 100,000% in academic reporting. Turn off your TVs already folks.