Tokenoya 🇦🇪🇫🇷

Never in my life I’d rather get hit by a missile than get hit by french taxes

DeFi runs on collateral. TradFi runs on credit. Moody’s just brought that layer onchain via Canton. Most people don’t understand what this unlocks ↓

@neuralunlock For the second one I recommend you to study $QUBIC

We need less dependence on: 1) Oil in the Middle East 2) Intelligence in the hands of centralized AI labs 3) Fiat as the predominant currency 4) Supply chains controlled by adversarial nations It’s time to invest in renewable energy, open source, unstoppable private money, and sovereign supply chains.

@RWAFoundation_ @DefiLlama Now let's take data from @RWA_xyz: • Repo: $365B (88.5%) • All other RWA assets combined: $47.45B (11.5%)

Top 30 RWA assets - breakdown by category: • Tokenized MMFs: 7 (23.3%) • Tokenized stocks: 6 (20%) • Tokenized T-Bills: 4 (13.3%) • Private credit: 4 (13.3%) • Other RWAs: 4 (13.3%) • Tokenized commodities: 3 (10%) • Tokenized ETFs: 2 (6.7%) Data: @DefiLlama

Just finished watching the video. Been 5 years I’ve been watching crypto content almost daily… never felt this level of discomfort. For those not into circus performances, here’s the recap so you don’t have to 👇 • Distributed on RWAxyz = DeFi ; Represented = ? (lol) • Canton numbers aren’t legit because they’re not on DeFiLlama • Snoop Dogg prefers Napster over Spotify because of transparency so he's not bullish on Canton • It’s an institutional chain because… no memecoin • It’s a Wall Street chain because super validators are only banks (not even one is actually from Wall Street) • It’s easier for a random guy to have $70k to stake on Ethereum than to bring value to a network So now the real question is: Do we need @Avicenne_Studio to launch the first memecoin on Canton just to make it “legit”… or can we keep doing something crazy… like onboarding real projects that actually bring value on @CantonNetwork? 🤣

@YuvalRooz We need a memecoin on the chain, what do you think of $PAUL as ticker @YuvalRooz? 🤣

I think additional research needed 🤣 youtu.be/e2058fi-vYw

@USDC We need @CantonNetwork now.

USDC is global and now live on over 30 different chains.

Retail really needs to internalize that first point as RWA isn’t magic. If the business model isn’t directly tied to the token, value just won’t flow. We’re already seeing “sector up, token down” play out. Canton’s $CC is one of the few trying to actually fix that at the design level.

Before you invest in an RWA project, understand this: AUM increasing doesn’t mean the token will follow. Yield existing doesn’t mean it flows to you. “Real asset” doesn’t mean risk-free. RWAs are powerful, but they’re still businesses built on legal structures. Understand how it’s put together before you buy.

@YuvalRooz @paulbarron x.com/Tokenoya/statu…

Recording with @paulbarron starting now... fun time!

@omerhina01 Agreed to an extent as credit markets need trust before they can open up and that’s what ratings provide. Imo openness can come later, once liquidity and confidence are there.

@Tokenoya Moody's putting ratings directly on-chain via Canton is solid for institutional trust, but it still locks everything behind issuer-controlled access. Until that opens up more, we're mostly seeing better TradFi plumbing, not true DeFi credit markets.

@HarryTran_RWA @StableStock Tokenized stocks in non-US markets are really underrated. We’ve seen it recently in the Middle East, with the war pushing markets down, people want exposure to either short or start accumulating once things stabilize.

new opportunity for tokenized stocks that no one is talking about two days ago @StableStock just launched tokenized Hong Kong stocks you'll now be able to access: - Hong Kong Stocks - Hong Kong ETFs - Hong Kong IPOs (coming soon) note: trading only opens during Hong Kong market hours, settlement is T+2, and stocks are traded in lots interesting to see how the first tokenized stock market outside the U.S will perform

@grahamfergs Sent you a DM 🙌 We’re running a validator on @CantonNetwork and have built for teams like Consensys and Usual!

A working group with likeminded folks interested in collaborating to further the adoption of RWAs. DM for link to join.

@mekellwhyy Future looks bright on Canton 🙌

@Tokenoya HECK YEAH !

@AliForTomorrow Exactly and for regulated hubs, tokenization alone isn’t enough. They need trusted risk layers that integrate with existing frameworks. That’s what really unlocks institutional DeFi at scale.

@Tokenoya This is key for regulated hubs like ADGM, bringing onchain credit layers that make institutional DeFi integration truly feasible and secure for the long run.

@TripleVodkaSoda If all of these are true, then sure haha. But permissioned isn’t really the problem because tokenization isn’t only about access, it’s about fixing the plumbing: • no reconciliation • faster settlement • programmable collateral That’s already a big upgrade for TradFi.

If your tokenized asset ❌ is permissioned ❌ requires investor accreditation ❌ has 6-figure minimum check sizes ❌ is illiquid ❌ has no transparency That’s not tokenization. That’s just buying the asset irl with extra steps.

Big move for @digitalasset. Canton is quietly becoming the backbone of onchain credit.

@TomFastlane Can you get an IBAN to receive your salary with it or not?

@Tokenoya Used ether.fi?

Need this private beta asap, I’m ready to ditch my UAE bank and go fully onchain. (Btw Revolut is coming in the UAE 👀)