Luis

The End of T+1 for Treasuries @centrifuge 🌀

deJTRSY and deJAAA have a new home on @StellarOrg. Put your funds to work on @SushiSwap

The RWA market went from $1B to $25B in two years. The harder question now is how to make tokenized assets actually useful. @itsbhaji, CEO of Centrifuge Labs, sits down with @0x4Graham, DeFi Product Lead, to open DeFi Drip Season 2, break down what comes after tokenization, and show what composability looks like in practice. - Reaching institutional allocators and DeFi users at the same time - Why building the S&P 500 onchain is different from wrapping an ETF - RWAs across the DeFi yield stack: Aave, Morpho, Sky, and what's next Watch the full episode ↓

"Who's the buyer?" The most-asked question about tokenized assets. @itsbhaji answers it on the upcoming DeFi Drip. Full episode drops this week.

Market infrastructure as a shared layer instead of something every venue rebuilds. The same vision Centrifuge has been pushing for since 2017. Joining Exchange OS to push it further: distribution, capital efficiency, and the next wave of composability for tokenized assets.

Tokenized assets are moving beyond Treasuries and commodities — bringing more efficiency to financial markets as credit, equities, and alternatives move onchain. @Centrifuge🌀

Inevitable 🌀

T-bills are the asset class the industry is most convinced will be purchased onchain by 2030. They already account for $15B of $33B tokenized RWA value. With Grove Basin adding $1B in committed near-instant daily liquidity, that conviction is starting to look conservative.

Portfolio size shouldn't decide portfolio quality and investment opportunities.

Proud to be selected by Grove as a partner in building institutional-grade onchain capital markets. At Centrifuge, we believe the next phase of tokenization is about real utility and trusted financial infrastructure. Excited to work together to help scale RWAs onchain.

➥ From T+1/T+2 delays to near-instant settlement. @Centrifuge + @grovedotfinance Basin are helping move capital markets from legacy rails to programmable, 24/7 onchain liquidity. This is what institutional-grade tokenization looks like.

Centrifuge was selected as a launch partner for Grove Basin to offer 24/7 instant liquidity for JTRSY. This is cool because: 1) Stablecoins and DeFi protocols get atomic settlement 2) Onchain markets get liquid RWA collateral 3) TradFi gets a 24/7 liquid MMF product

The tokenized RWA category is still small in absolute terms, but moving faster than most people realize.

A team that would otherwise spend a year building vault infrastructure can now go to production in weeks by building on what already exists. Security-critical infrastructure gets built once. Builders pick the layer that fits and ship.

📸📊 Spotted in the new 'Yields' dataset: @SkyEcosystem's sUSDS generates a 3.65% APY at an AUM of close to $6 billion. Sky leverages external 'Agents' to manage its reserves, incl. @sparkdotfi @grovedotfinance @maplefinance @centrifuge @Securitize & more. A chart to follow 👇

➥ deRWAs are now live on Base. 🌀 A new framework for compliant tokenized assets built to interact natively with DeFi. ➨ First product: deSPXA — tokenized S&P 500 exposure by @Centrifuge, S&P Dow Jones Indices, and Janus Henderson.

Vertical integration enables $JAAA to be issued, settled across multiple chains, used as collateral on @Aave and wrapped into $deJAAA for seamless DeFi composability.

➥ What role could @Centrifuge play in Arc’s financial infrastructure stack? Arc is a public Layer–1 blockchain designed as the Economic OS for the internet — where stablecoins, tokenized assets, and global markets operate on shared, composable infrastructure. The comparison is compelling. Cloud platforms standardized computing infrastructure. Mobile operating systems standardized application ecosystems. Arc aims to bring similar standardization to internet-native financial infrastructure. The broader strategic alignment is becoming increasingly clear. ➨ An important part of the onchain USD financial stack is being built around: ◆ Base ◆ USDC ◆ Arc ◆ RWAs — forming a highly interconnected ecosystem, both strategically and economically. ➨ The recent integration between Coinbase and Centrifuge is likely one of the most important developments in the RWA sector in 2026. ➨ As Arc evolves around stablecoin-native and tokenized financial infrastructure, Centrifuge could emerge as a complementary infrastructure layer for tokenization and issuance.

Fair enough. The team has been building professionally and consistently since day one, shipping real products and working with institutions through challenging markets. The market hasn’t fully reflected the fundamentals yet, but strong projects tend to catch up over time. Centrifuge has real utility, real partnerships, and one of the most experienced teams in the RWA space.

@luis0rwa @centrifuge Man I have been holding those tokens since the Parachain Auctions, I invested like 3K of DOT at the time. I just want my money back 😝 I hope it gets to $3 or $4

➥ @Centrifuge climbed from #297 to #153 on CoinMarketCap in 2026. ➨ Growing RWA adoption continues to bring more attention to the project. ➨ The recent partnership with Coinbase marks another important step forward.