Forge Protocol

532 cSOL minted. 46 holders. 18 agents actively managing positions. The SOL Crucible testnet is live and the early feedback speaks for itself. Mainnet prep is underway.

Yesterday we joined @cryptodays_xyz by @LaFamilia_so at Madrid Innovation Lab. Thanks @tomketal for the gathering. Great energy around the Solana ecosystem in Madrid. More community events ahead.

Great framework. The diligence questions at the bottom are the right ones - especially "who is paying the yield." For credit-based RWA products the answer is borrowers. For Forge it's arb bots correcting price deviations - market activity rather than credit exposure. Different risk profile, different yield source, worth understanding the distinction.

Agreed - and it starts with UX before education. If the product answers "what am I investing in, what's my yield, what's my risk" visually before the user has to read anything, you've already won half the battle. Building Forge around that principle - deposit, receive cToken, watch the exchange rate grow. No manual needed.

The tokenization movement, bringing real-world assets onchain can be confusing for most people outside our bubble. If we want to onboard everyone, we have to speak their language. One of the most critical things a project can do is communicate simply. what are people investing in, what’s the risk, what’s the yield, what happens if it goes wrong? Too often, we forget we’re in a crypto bubble, thinking even our “simple” is clear. It’s not. Education is the key to scaling tokenization globally and that means making it crystal clear, every step of the way.

@stacy_muur The models that survive are the ones where yield comes from real activity - not points, not emissions, not mercenary incentives. When the protocol generates revenue from market behavior, the users who stay are the ones who actually believe in it.

There's a lot of talk in the space about airdrop farming being dead. IMO, they're just in a bad part of the cycle. When markets are down and sentiment is low, every meta looks dead. > DeFi was dead > Yield farming was dead > Play-to-earn was dead Now teams figured out the game and started exploiting it, so users are furious. The model is gamed from both sides: → farmers with bot networks → teams sybiling their own criteria Some parts are broken. Not the concept itself. Take @HyperliquidX. Biggest distribution event in the cycle + working product from the start = loyal community. Airdrops before points were cool – one of the most effective marketing tools in crypto and the best way to reward genuine contributors. Farming on cheat mode is over, though. The upcoming models should be harder to game and better at separating real users from mercenary wallets.

@plumenetwork @ether_fi @SuperstateInc RWAs embedded natively rather than bolted on - exactly the right framing. Yield infrastructure that captures fees from market activity around these assets is what makes them truly DeFi-native. Building that layer at Forge.

RWA yields 🤝 @ether_fi Powered by Plume's Nest vault infrastructure and @superstateinc's USCC fund, EtherFi now has access to real-world yield directly onchain. RWA yields available to over $6B in customer deposits. This is what NeoFinance looks like in practice.

@OndoFinance 250+ tokenized assets across Ethereum, Solana, and BNB. The next question is what generates yield from these assets once they're on-chain. Market activity around price deviations is an untapped source - no emissions required. That's the infrastructure Forge is building.

New tokenized stocks just landed onchain. The largest tokenized stock platform by TVL just got bigger, with 60+ new assets spanning key sectors and trends: ✅ AI ✅ Oil ✅ Data ✅ Space ✅ Biotech ✅ Defense ✅ Quantum ✅ China exposure ✅ & many more Ondo Global Markets now supports over 250 assets across Ethereum, Solana, and BNB Chain, expanding access to the world's largest capital markets.

@katana Routing chain revenue directly to users instead of printing tokens to pay them - this is the right model. Yield that comes from actual activity is the only kind that survives a bear market. Building the same principle into Forge on Solana.

KAT is live. The Armory is open⚔️ Katana introduces something new: A chain that routes revenue back into the ecosystem to reward active users. At the center is KAT. Stake, vote, earn here: app.katana.network/stake

I found new RWA projects weekly so you don’t have to PT.9 @Kora_Protocol - Private Trading infra on Canton @YesharaTokens - Kenya Tokenized Real Estate @_forgeprotocol - RWA Yield @PrimeDelta_ - RWA Layer1 @minestartersHQ - Tokenized Mining @FGM_RWA - Tokenized collectibles @Myst_RWA - Infrastructure @GreenWCapital - Settlement infrastructure @metalspax - Tokenized Platinum @syncd_collect - TCG backed by VanEck @thebeartie - Luxury RWA Marketplace @LiquidAcre - Tokenized Real Estate @thebeartie - Luxury RWA Marketplace @LiquidAcre - Tokenized Real Estate [ Bookmark for later read🔖 ]

@HarryTran_RWA @Kora_Protocol @YesharaTokens @PrimeDelta_ @minestartersHQ @FGM_RWA Building the future of onchain assets

Get familiar with this name Forge protocol @_forgeprotocol is cooking something for the community As a jobber in the space, position yourself in this community right now t.me/+F7cbSJ0XyJ0zN…

Lets go!

SOL Crucible testnet update. 45 active cSOL holders. Exchange rate at 1.028 SOL/cSOL, 2.8% above peg, yield accrual confirmed. 377 SOL TVL with 18 autonomous agents actively cycling positions. Mainnet gets closer every day.

@0x__smile @dacryptone0 Thursday research hits different. Glad to have you digging into what we're building. Happy weekend incoming!

@dacryptone0 @_forgeprotocol This year be moving fast generally

Happy Thursday 𝕏 Everyone eating good from their web3 earnings. No one complaining of being left out. Well doing a little Thursday research on @_forgeprotocol and getting ready for the weekend 🙂 The week runs by so fast. Say your greetings lads...

@MessariCrypto @StellarOrg RWA market cap up 196% and accelerating. The next unlock is yield infrastructure on top - tokenized assets that generate returns from market activity rather than just existing on-chain. Billions in assets, still waiting for the yield layer.

.@StellarOrg Q4 2025 - RWA market cap ⬆️ 196% YoY to $890M+ - Stablecoin market cap ⬆️ 53% YoY to $243M+ - U.S. Bank testing custom issuance of its own stablecoin on Stellar. - DeFi TVL ⬆️ 284% YoY to $172M+ - First onchain universal basic income disbursement by a national government (Marshall Islands) on Stellar

@MikeIppolito_ Same logic applies beyond ETH. Any asset with trading activity generates fees - the question is who captures them. Forge routes arb fees from market activity directly to depositors. No emissions, no dilution.

Here's how this is going to go. 1. ETH staking ETFs take off 2. People remember investors REALLY love yield 3. Ethereum recognizes it must deliver real yield 4. Roadmap reorients to producing fees 5. Only way to do that is attract apps and scale L1 6. Winning

@jussy_world @tokens Next step after aggregating these assets is making them yield-productive. Treasuries, ETFs, stocks all sitting on Solana - the infrastructure to generate yield from market activity around them is what's missing. That's the Forge thesis.

Solana just launched @tokens One place to check every asset trading on Solana: Staking LSTs Stables Treasuries ETFs Metals Stocks Shows you all trading pairs, liquidity, and a security score for each asset Basically a tool to avoid getting rekt when you want to buy BIG Remember the guy who lost $50M buying AVEE on ETH? This tool would've saved him, and it's perfect tool for normies

@grahamfergs The composability gap is the right problem. Most RWAs get tokenized and then just sit there. Yield infrastructure that captures fees from market activity around those assets is what makes them truly DeFi-native. Building exactly that at Forge.

If you are interested in: - RWA looping - tokenized equities - permissioned assets - the future of finance (tokenization) hit my line.