donnd

1.4K posts

donnd

donnd

@domidon_

Katılım Temmuz 2019
208 Takip Edilen136 Takipçiler
donnd retweetledi
T-REX Army
T-REX Army@trex_n_army·
@InfStones @zama compliance + cross-chain interoperability + confidentiality is what institutional adoption actually needs ZAMA is BASED! 🦖
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InfStones Global
InfStones Global@InfStones·
Congrats to @zama on becoming the native confidentiality layer for T-REX Ledger! 🎉 Bringing FHE-powered privacy to tokenized assets at institutional scale is exactly the kind of infrastructure milestone that moves the whole space forward.
Zama@zama

BREAKING Zama becomes the native confidentiality layer for T-REX Ledger, the RWA infrastructure backed by Apex Group (servicing $3.5T in assets) and targeting $100B in tokenized assets by June 2027.

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T-REX Army
T-REX Army@trex_n_army·
@jprichardson Faster settlement is easy compliant + seamless settlement is where it gets interesting T-REX is where all this happens
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JP Richardson
JP Richardson@jprichardson·
The real signal that tokenized markets have won? No one really notices. Things just work better, faster settlement, lower friction, broader access. That’s the opposite of how crypto was sold. It's also what maturity looks like.
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MuchScience.eth
MuchScience.eth@0xMuchScience·
You’re arguing for the end state as if the industry hasn’t already aligned around it. ERC-3643 was designed from day one for onchain registries, not notification layers. That design has been validated by 20+ regulators and referenced in SEC discussions involving Paul Atkins. With @trex_network , we’re now removing the remaining offchain components entirely: → onchain book of record → cross-venue reconciliation → single source of truth Backed by $100B committed by APEX Group. So no, the problem isn’t that the industry doesn’t understand this. It’s that you’re critiquing a version that’s already obsolete.
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_gabrielShapir0
_gabrielShapir0@lex_node·
In this article, I dismantle the entire security token industry as it's existed to date — ERC-3643, Securitize, Canton, all of it. The tokens aren't securities. The compliance modules don't discharge anyone's obligations. The transfer agents, brokers, and depositaries are still there, controlling everything more than they do in TradFi. The god-mode admin keys make the tokens unpledgeable as collateral. The chain is a notification layer for intermediaries that don't need one. Canton is the most extreme case: DTCC reimplemented in DAML instead of COBOL. @gluk64 is right that it's not a blockchain. Then I lay out what it actually takes to put securities onchain: make the chain the ledger, make the token the entry, and stop dressing intermediaries up in smart contract costumes.
_gabrielShapir0@lex_node

x.com/i/article/2037…

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Stable Summit 🦫
Stable Summit 🦫@stable_summit·
Market structure will define how RWAs work onchain. Dennis O’Connell (@RealDennisO), @ERC3643Org, on why bringing securities onchain goes beyond tokenization and requires mapping regulation and market structure into DeFi. What needs to be solved as institutions move onchain:
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donnd
donnd@domidon_·
@0xMuchScience Really great explanation. With T-REX compliance I’m sure more people will lead to use it.
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MuchScience.eth
MuchScience.eth@0xMuchScience·
This is one of the most accurate takes I’ve seen on RWAs lately. Most of the industry is still stuck at the “issuance = adoption” stage. Tokenizing assets and leaving them idle onchain is not innovation, it’s just moving the database. The real unlock is exactly what’s described here: → programmable collateral → new market structures → composability But there is one missing piece that becomes obvious once you start working with institutions: coordination across chains + compliance + reconciliation The future is not one chain. It’s many. And without a shared compliance engine and a reconciliation layer, you just recreate fragmentation on new rails. That realization is exactly what led us to design @trex_network the way we did — acting as an onchain CSD, ensuring assets remain compliant and synchronized across ecosystems. RWAs don’t scale because they are issued. They scale when the infrastructure around them is right.
Adam Bawi@adam_bawi

x.com/i/article/2023…

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donnd
donnd@domidon_·
@0xMuchScience The potential for misunderstandings in this space is quite high. Keeping compliance at the forefront is crucial.
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MuchScience.eth
MuchScience.eth@0xMuchScience·
Wrapping securities into permissionless tokens and calling it “RWA” is the most dangerous narrative in this space. You’re not tokenizing assets. You’re creating detached instruments with unclear rights. That works… until it doesn’t. The only model that holds is when the token is the legal asset: compliance embedded, identity enforced, transfers as proof. That’s why we built ERC-3643 and @trex_network this way. The rest will break under pressure. 🦖
Pavel Yurich Vasilkovsky@VasPavelRWA

RWAs r the 2026 super-cycle, but most TVL is made of "Paper Tigers" 🚩 While every1 is chasing yield, I'm deep-diving in2 the audit. U cannot outrun a bad legal structure. If a protocol can't answer "What happens to the asset if we go bankrupt?", it's a gambling den Stop being exit liquidity. Audit ur RWAs using this 5-point checklist before buying: 1️⃣ Legal Wrapper Check: SPV documents must show a direct, enforceable claim on the physical asset. No claim = no value 2️⃣ Bankruptcy Remoteness: Is the SPV isolated from the protocol’s debt? Check the docs for asset-level ring-fencing 3️⃣ Oracle Integrity: How is off-chain valuation brought on-chain? Use Chainlink or specialized providers, not an admin key 4️⃣ Proof of Reserve: Use on-chain Proof of Reserve and/or verified Tier-1 auditor attestations, not a dashboard UI 5️⃣ Off-Ramp Liquidity: If u cannot easily sell or redeem, it's not a market, it's a trap. Check secondary market volume on licensed exchanges RWA isn't a category; it's an inevitability. But only 4 those who audit Which check is the biggest challenge 4 new projects? Drop your thoughts below. 👇

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T-REX Army
T-REX Army@trex_n_army·
@RWAFoundation_ The unlock isn’t putting assets onchain it’s making compliance travel with them T-REX makes this seamlessly possible. 🦖🔥
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RWA Foundation
RWA Foundation@RWAFoundation_·
Tokenization is not automatically progress.If putting an asset onchain adds: more steps more intermediaries more legal complexity more fees more operational failure points …then you did not “upgrade” the asset. You just wrapped it in overhead. A simple test - Does tokenization make it meaningfully cheaper, faster, safer, or more useful? If the answer is no, it should stay offchain. Because “onchain” is not a destination. It is a tool & tools are only good when they reduce friction or unlock something you cannot get otherwise: 24/7 settlement atomic delivery vs payment credible programmability real composability in lending and risk markets better distribution Most “tokenization” today is just complexity cosplay. If it is harder, more costly, and more trust-heavy than the offchain version… keep it offchain.
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donnd
donnd@domidon_·
@trex_n_army @ZeusRWA It is indeed quite remarkable how the landscape of compliance has reshaped our understanding of tokenization.
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T-REX Army
T-REX Army@trex_n_army·
@ZeusRWA $600T waiting… and we’ve barely started turns out tokenization wasn’t the bottleneck compliance was. Build on T-REX today!! 🦖🔥
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Zeus
Zeus@ZeusRWA·
There’s over $600 trillion worth of assets out there waiting to be Tokenized.
Zeus tweet media
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Keşfet

@trex_n_army @InfStones @zama @jprichardson @0xMuchScience @lex_node @gluk64 @trex_network