st3ph

my tech stack for marketing: X Analytics: @cookie3 - valuable data on smart following and engagement. see how you're growing in relation to competitors. alternative: @getmoni_io Discord Analytics: @communityone_io - data on Discord server growth. also has a quest bot for onboarding users and server-to-server collabs Copywriting & Research: @typefully - scheduling, team collaboration, and writing suggestions. also previews how your tweet will look on the TL @claudeai - your research and writing assistant. alternative: @ChatGPTapp Graphic Design: @Adobe - good ole' photoshop. super helpful in editing out something fast @canva - free templates (i used canva for the image below) @figma - if you're working with product designers, it will come up @GoogleLabs - free ai tool Pomelli can create product mockups with a link Video Editing: @descript- ai transcriber and finds the best clips fast. turns long recordings into short-form clips. @capcutapp - free editor for short-form video. ex: trend templates, auto captions, and music library. Livestreams: @RiversidedotFM - can stream to multiple platforms at once. best for AMAs and community calls. alternative: @OBSProject these tools have helped me make smarter decisions, scaled content, and move faster. do you use any of these? which ones are missing?

@lxrtnoir @avax @Visa @Citi @Heis_Encrypted @Team1NG @re is both :)

you might have always seen the same thing on the TL... "@avax is built for all businesses" ryt tho but what if you don't know these businesses.. haha will give y'all a brief intro.. ➺ Traditional Finance: - @Visa: Global payments network - @Citi: Major US multinational investment bank - @BlackRock: World's largest asset manager - @KKR_Co: Global private equity and alternative assets firm - @apolloglobal: Alternative asset management (~$600B AUM) - @Wellington_Mgmt: Private investment management firm - @FTI_US: Global asset manager - @CMEGroup: World's largest derivatives exchange - @Broadridge: Financial services infrastructure/tech - @FISGlobal: Financial technology and payment services - @ANZ_AU: Major Australian/New Zealand bank - @wooribank: Major South Korean commercial bank - @kbbank_id: KB Financial Group, South Korean banking giant Crypto-Native / Digital Assets - @Grayscale: Largest crypto asset manager - @BitWise_Invest: Crypto index funds and ETFs - @vaneck_us: Asset manager with major crypto ETF products - @galaxyhq: Crypto financial services and investment firm - @CumberlandSays: Major crypto OTC trading desk - @nonco_otc: Institutional crypto liquidity/OTC - @FRNT_Financial: Crypto derivatives and structured products - @paraficapital: DeFi-focused investment firm - @SkyBridge: Alternative investment firm with heavy crypto exposure ➺ Onchain Infrastructure: - @Securitize: RWA tokenization and digital securities platform. - @KinexysJPM: J.P. Morgan's blockchain/digital assets division. - @StraitsX: Southeast Asia stablecoin and payments infrastructure - @DinariGlobal: Stock tokenization platform - @opentrade_io: Tokenized credit/yield products - @WisdomTreeFunds: ETF issuer with tokenized fund products - @republic: Investment platform with tokenized assets - @intainft: Structured finance / ABS tokenization - @BDACSKorea: Korean digital asset custody - @raincards: Crypto card and payments company. ➺ FinTech: - @NHN_KCP: Korean payment gateway (subsidiary of NHN) - @tisintecgroup: Japanese IT and payment services - @GrabSG: Southeast Asia super-app (payments, ride-hailing, food) ➺ Real Assets: - @homium: Home equity tokenization - @balconytech: Tokenized real estate platform - @grovedotfinance: Tokenized commodities/sustainable assets - @inversion_cap: Tokenized private credit - @re: Likely a reinsurance or RWA protocol get familiar with these businesses built on @avax 🔺

@zethesx @re reeeeeeeeeeeee

Most TGEs start with a token looking for a market. $RE feels different because @re already has the market. → +$493M TVL → $409M premiums written inception-to-date ($226M YTD) → 700k+ policyholders reinsured → 30+ insurance partners → ~$5.28M total yield paid to reUSD / reUSDe holders That last part is the real signal. Re is taking one of the largest, most opaque capital markets in the world and making the capital layer observable, programmable, and yield-bearing. reUSD and reUSDe are not floating on narrative. They are backed by capital deployed into fully collateralized reinsurance structures, with onchain and offchain capital tracked through live dashboards. This is where the model gets interesting: capital earns baseline yield insurance risk premium stacks on top liquidity becomes more transparent cost of capital keeps moving lower the market becomes harder to compete with as it scales The $RE TGE matters because governance is coming after real traction. Not before it. Re built the underwriting flow, capital base, broker relationships, and yield layer first. Now the token governs the standards, rules, and shared infrastructure around an internet-native reinsurance market. That is a much cleaner setup than the usual crypto playbook. Real market first. Token second.

@alphacyl @ResolvLabs @KelpDAO @re looking good here

RWA Vaults recap The numbers first RWA Vaults have grown at a CAGR of 231.3% over the last 5 years and the category kept growing even when the rest of DeFi was bleeding. During the Stream Finance, @ResolvLabs and @KelpDAO exploits three major stress events from October 2025 to May 2026 RWA vaults gained 37.8% while every other DeFi category dropped. that’s not a coincidence. that’s structural resilience from non crypto asset backing. total tokenized RWAs hit $27.6B in April 2026, posting a 4% gain during a broader crypto market downturn and RWA protocols overtook DEXs to become the fifth largest DeFi category by TVL. the biggest players by vault TVL @maplefinance: $2.1B @centrifuge :$1.6B — @anemoycapital : $1.1B @re : $263M @SkyEcosystem (formerly MakerDAO): RWA vaults hold over $2B in tokenized Treasuries, money market funds, and structured credit and RWA revenue now accounts for over 60% of the protocol’s total income. Aggregate TVL across ERC 4626 compliant vaults @Morpho,@yearnfi V3, @SkyEcosystem , @sparkdotfi ,@pendle_fi , @ethena and tokenized Treasury wrappers sits around $25B as of April 2026. the infrastructure standard every serious RWA vault today runs on ERC-4626 the tokenized vault standard that makes RWAs composable across DeFi @centrifuge alone references ERC-4626 for synchronous vault flows, ERC-7540 for asynchronous flows, and ERC-7575 for pooled vault structures bringing traditional fund architecture like senior/junior tranches directly onchain. @Theo_Network used ERC-4626 to wrap a Wellington Management fixed income fund managed via FundBridge hitting $200M TVL and $1B in cumulative trading volume within four months of launch, with 15 DeFi integrations across 60 countries. recent moves worth watching @upshift_fi launched Upshift Clear a generalized instant RWA redemption platform, starting with @SuperstateInc ‘s USCC fund where LPs deposit USDC to earn fees from instant redemptions via a composable receipt token. @plumenetwork partnered with @opentrade_io to launch yield bearing vaults through @NestCredit ,its flagship staking protocol backed by @WisdomTreeFunds c tokenized funds and managed by FiveSigma which oversees $6B+ in AUM under FCA supervision. Plume also expanded Nest vaults to Solana, bringing assets from WisdomTree, HamiltonLane, @blackopal_fi , @Securitize , and @SuperstateInc to Solana users. @centrifuge was selected as one of three winners in Spark’s $1B Tokenization Grand Prix alongside @BlackRock /@Securitize and @SuperstateInc receiving a $200M allocation for its JTRSY Treasury fund. where this is going BCG projects $16T in tokenized assets by 2030. @McKinsey says $2T. @Citi says $4–5T in tokenized securities alone. @centrifuge COO is calling $100B in RWA TVL by end of 2026. the vault layer is what absorbs that capital when it lands onchain the protocols building it right now are the ones that will process trillions bookmark this

@ZeusRWA @RWAFoundation_ @re mentioned!

The lads at @RWAFoundation_ are absolutely cooking. RWAF members are getting some of the best content in the space right now. Daily insights, ecosystem maps, educational threads on members, market updates, tokenization breakdowns, yield opportunities, etc, We try and provide the highest quality content for our members.

@yichuan_drive @re thanks for riding with us 🫡

Been riding with @re since last year… 🙌 Today they finally announced $RE's launching very soon 👀 TGE cooomin sun 🪂 $RE's the governance token for Protocol > internet-native marketplace for insurance capital that already reinsured 1M+ U.S. policyholders Real traction Real users RW capital The quiet phase is ending anon Soon it’s either “I was early” or “I faded again. Choose wisely 🤜🤛

@atoms_res @re alpha right here

Re Protocol just announced their TGE is coming x.com/re/status/2059… - $RE will be ERC-20 governance token - Tokenomics not revealed yet - Eligibility details dropping soon Been farming this one since fall

@stepaks576 we're so back

holy moly

@karnsaroya i'm bullish

One of the largest and most consequential financial markets in the world meets onchain governance

@benaneesh it's here

TGE, its coming!

@coinfoin_ you're cooking here

$RE Season 1 points program and TGE are getting closer 👀 I am using my previous strategy again: looping PT-YT $reUSD The difference now is that I’m using Lista on BNB Chain. It’s a bit more complicated, but the borrow fee is only around 3%. Sharing my strategy might make the borrow fee go up, though 😅 Here are the steps: 1. Mint reUSD on the RE dashboard KYC is required, but minting gives you more reUSD compared to buying from a DEX. 2. After receiving reUSD, mint PT & YT reUSD on Pendle Link: app.pendle.finance/trade/markets/… 3. Bridge PT reUSD to BNB Chain Bridge link: app.pendle.finance/trade/markets/… 4. Borrow USDT using PT reUSD as collateral on Lista, BNB Chain Link: lista.org/lending/market… My health rate is around 1.05. 5. Send USDT from BNB Chain to a CEX, then withdraw it back to your wallet as USDT on Ethereum USDT DEX bridges have bad rates. 6. Repeat step 1 to loop again You can mint reUSD using USDT, USDC, or USDe. Done. You can loop around 5–7x. Don’t forget to use my referral link to get a 6% points boost app.re.xyz/?ref=coinfoin Thank you 😘

@mztacat @MidasRWA @re TGE incoming x.com/re/status/2059…

I spoke about @MidasRWA last time, but here we have @re, of which I did comprehensive research on both. I've used to faded it, but it's not a bad idea to go in on it with little expectations. (Well, I @re (Resilient Fdn) is a DeFi platform which channels crypto capital into reinsurance, which is the real-world insurance market - Users deposit stables and earn yield from a mix of tBills, Ethena basis trade, and - Reinsurance premiums Two types of token: reUSD (lower risk) and reUSDe (Higher risk) There's a Re point program that has been going on for close to a year (302 days with just a little over 4.05k users participating) Here's how the points work: - Points accrue daily based on balance - reUSD: 5× multiplier (hold 10,000 reUSD = 50k points/day) - reUSD Pendle LP: 30x multiplier is by far the highest (careful of impermanent loss) Points stay even if you exit a position, but stop accruing once you do From what I noticed, the highest-leverage play for airdrop farming is the Pendle LP at 30×, though it comes with Pendle LP risks (impermanent loss, fixed-rate complexity). \\ Key findings from Legal Docs: - Issuer: Resilience (BVI) Limited - They're overseen via Resilience Foundation [globenewswire.com/news-release/2…] - Network Firm is the Offchain balance Auditor via Chainlink Oracle The only High risk is Offchain Capital; since majority of the capital is deployed offchain, you will need to trust the Issuers, BVI, its custody, and there is no on-chain enforcement of collateral here. - There can also be a redemption delay (queue) depending on amount and scenario (same as Midas) - There is also no confirmed token, nor a timeline or ratio of conversion (it is also not diluted but heavily skewed to the top holder) Want to hop in: (use my ref. if u want) app.re.xyz/?ref=ol7bh - I'll deploy some lying figs. here - Threads really aren't a thing like they used to, so I used a long form. DYOR, NFA, and also not a PAID PROMO.

RE TGE is coming soon. A new era for the internet native insurance capital market begins. More details here: blog.re.xyz/re-governance-…

@TintinTafa @thelearningpill @re yes, here's our insurance strategy breakdown, with a focus on low-volatility risk we have the portfolio performance on our website here: app.re.xyz/capital-strate…

@st3phdoteth @thelearningpill @re Thanks, could you send me the right way on what you do specificly underwrite?

Reinsurance premiums are one of the only yield sources in crypto with a verifiable real-world cash flow basis. ICYMI, I've covered @re before → the first on-chain reinsurance market with $495M in TVL (of that $215M in premium receivables) Current base rates: reUSD → 6.1% APY reUSDe → 12% APY Through @pendle_fi , you can push those further: LP-reUSD → 8.62% APY LP-reUSDe → 14.74% APY Or lock in fixed yields w/o the points exposure: PT-reUSD → 9.23% APY PT-reUSDe → 16.28% APY Other access points include reUSD vaults on @0xfluid and a PT-reUSD/USDT loop on @lista_dao. The gimmicky yield cycle is ending. What replaces it needs to answer one question: where does the money actually come from? Reinsurance premiums have a 400-year answer to that.

@TintinTafa @thelearningpill @re Re doesn't underwrite catastrophic risk

@thelearningpill @re would consider waiting until after hurricane season on these

@ponta_kokemomo very important

@st3phdoteth Not having to relocate is important

POV: finding a crypto job that doesn't require you to move to SF or NY

@sealuminati we're so back

Sealuminati trench warriors be like

@MathMythX higher

Send it higher 😈

@Seymirel that is such a cute hat need