Matthew
546 posts
@ismiMatthew
Enterprise Acceleration for @Ethereum at @Ethereumfndn
[1/7] Scotland's first Tokenisation Summit is here. 27 May 2026 | Informatics Forum, University of Edinburgh. 25 speakers. One full day. Banks, asset managers, regulators, blockchain protocols and researchers on the future of tokenised assets in the UK. Early-bird tickets now live: luma.com/s41nq2z7 🧵👇
"North Korea is willing to spend $100 million for a $300 million prize. You don't have $100 million to defend yourself" Haseeb on why open source might stop being the default in crypto "The pollyanna-ish kumbaya version of open source we've had over the last 20 years is going away" "Crypto apps are open source but they're maintained by a single company. Only Drift uses the Drift contracts. That's really different from open source like Linux or Axios" "There's such an asymmetry between attackers and defenders that this may end up pushing against open source as the default. Maybe they issue a zero knowledge proof that shows there's no admin key, but they're not going to decompile the code for you"
literally tried it for free for one day and bought the Pro sub on the next day certified DeFiLlama enjoyer now
Matthew Dawson (@ismiMatthew), Enterprise Lead at the @ethereumfndn, addressed one of the most underreported gaps in the tokenized asset ecosystem at Hack Seasons Conference Cannes. "A lot of tokenized assets on Ethereum are not being utilized — only 1% to 5% are active in DeFi. That is partly because DeFi was developed for permissionless assets, and it now needs to be upgraded for permissioned assets. That is a long way to go." His emphasis is consistent with the Ethereum Foundation's focus: continuing to build on the technology and roadmap rather than chasing market narrative. The path from tokenized assets existing on-chain to those assets being genuinely useful runs through DeFi protocol upgrades.
Permissioned RWAs are currently underutilised. DeFi is moving to meet issuers’ requirements. This is the big opportunity and unlock currently underway, with large buy in from both sides. This will happen for instututions on Ethereum, as they prioritise reliability and liquidity. Some elements have to be permissioned. This still happens on publicly verifiable rails, with composability and privacy when required. RWA TVL dramatically lags stablecoin TVL - not for long.
