LobsterDAO 🦞

05 Mar 2025 13:08

Is this some combination of Hyperledger/R3 Corda and EVM chains ?

LobsterDAO 🦞

05 Mar 2025 12:56

corporates like more things that can be fully managed/controlled by an entity they decide to trust, we are seing some shift in that mentality towards decentralization which is good imo

LobsterDAO 🦞

05 Mar 2025 12:54

How can you sell the full control of your startup to the corporates? This is the same for them as jpmorgan

LobsterDAO 🦞

05 Mar 2025 12:53

Brevan Howard Fund(Libre), Fasanara Fund (Idle), Bastion (Idle), Maple Finance

LobsterDAO 🦞

05 Mar 2025 12:53

it'll be permissionless to the degree one can prove their proof-of-innocence with some sort of a credit score. they are forecasting ~31T USD tokenized assets totals with 16 thereof being in trade finance by 2031 but it all depends on how the permissioned or hybrid layers paint a rug-proof social layer.

LobsterDAO 🦞

05 Mar 2025 12:51

Ondo is amazing marketing case when they managed to acquire the whole inflow into the rwa narrative and be the asset of rwa exposure

LobsterDAO 🦞

05 Mar 2025 12:50

yeah if I had to bet I would say 100% of Circle and Tether gold is just bitcoiners wanting exposure. Don’t see it as expanding the ecosystem

LobsterDAO 🦞

05 Mar 2025 12:49

Enter Ondo Chain https://ondo.finance/ondo-chain

LobsterDAO 🦞

05 Mar 2025 12:47

T bills with 100k minimum check…

LobsterDAO 🦞

05 Mar 2025 12:44

Does this apply? https://x.com/massdotmoney

LobsterDAO 🦞

05 Mar 2025 12:43

I’ve been skeptical always about rwa, but now helping guys from blackrock and we are diving into private credit credit deals and pe lp stakes tokenization mostly focused to efficient secondary for institutional overall and easy onboard for crypto-native funds to avoid off ramp to the banking system

LobsterDAO 🦞

05 Mar 2025 12:37

digging here—will ping back. https://app.rwa.xyz/directory

LobsterDAO 🦞

05 Mar 2025 12:18

eg. measure volume driven by refferal program with dune ?

LobsterDAO 🦞

05 Mar 2025 10:39

🫣

LobsterDAO 🦞

05 Mar 2025 10:30

tokenized real assets, though, will define the real asset x DeFi axis since it'll tap in liquidity and "the real world." i perceive perps/ synths without asset-backing not so DeFi, to be honest. what good if I cannot access t-bills without full disclosure thanks to zk-proof pipelines and re-invest that purchase signal into real prediction markets that are the global indices?

LobsterDAO 🦞

05 Mar 2025 12:56

I think there is a middle ground. There are two religious zealots:
* Regulated KYC requiring pointless virtues like selfies and screenshots which is a farsce with deepfakes
* No DD / verifications which is also joke and leads to hackers and scammers disappearing into the wild from various protocols + I don’t think we generally like funding trafficking etc

If DeFi is a new financial system, we will follow what happened in the original financial system which was as simple as:
“If I lend you money, I know where you live. If you fuck me over I’ll steal your pigs + fuck off if I don’t like you.”

LobsterDAO 🦞

05 Mar 2025 12:55

Interesting, does this mean I can now stake the token to run nodes or govern the protocol or the associated cash-flows?

LobsterDAO 🦞

05 Mar 2025 12:54

It’s going in the direction of moonbeam, aurora, and others from 2021. I’m not saying it wouldnt be profitable for the team though

LobsterDAO 🦞

05 Mar 2025 12:53

and bigger value/fee capture

LobsterDAO 🦞

05 Mar 2025 12:51

You made the point yourself -- a chain that combines the best of public and permissioned chains

LobsterDAO 🦞

05 Mar 2025 12:50

Come on, why do you need an l1 for rwas? Only to squeeze the l1 premium however the idea of tokenizing the rwa is to be integrated into broader DeFi, not isolate it

LobsterDAO 🦞

05 Mar 2025 12:49

Permissioned is fine in some sense, look at USDT and usdc. But basically the more companies will shift to stablecoin payments and tokenizing their corp assets the more the rwas would be permissionless

LobsterDAO 🦞

05 Mar 2025 12:47

I would expect most TradFi friendly stuff would be on permissioned rails so not going to be DeFi the way we understand it…I remember BBVA syndicating some corporate bond in 30 minutes instead of two weeks a few years back. So the efficiency gain is there and everybody knows it. But I don’t know if that sort of thing will ever become permisionless

LobsterDAO 🦞

05 Mar 2025 12:46

Superstate?

LobsterDAO 🦞

05 Mar 2025 12:44

It’s on some prop blockchain so sounds more like a poa corporate blockchain which is not pure tokenization

LobsterDAO 🦞

05 Mar 2025 12:41

Damn Figue looks lit

LobsterDAO 🦞

05 Mar 2025 12:36

Are there notable “RWA” projects that are not “T-bills collaterlised stablecoin” with a more TradFi branding? Centrifuge and GoldFinch are the only ones that come to mind.

LobsterDAO 🦞

05 Mar 2025 11:05

🫣

LobsterDAO 🦞

05 Mar 2025 10:31

interdasting post by scott alexander. i wonder how this applies to DeFi protocols if we equate the human capital to defi entities in this formula. fat protocols won't let fat apps exist.

LobsterDAO 🦞

05 Mar 2025 09:59

Depends - if it’s real estate tokenised on chain then not really. If it’s a derivative like a swap then yes as long as it’s settled and issued entirely on chain. Most currently are recorded on chain as a copy of an offchain derivative / contract. The other issue is that lots of derivatives are highly confidential in size due to market impact so rarely on chain in ethereum - this might change with aztec / midnight though