RAAC retweeted
What Actually Drives Crypto Today: Liquidity, ETFs, the Dollar, or Fundamentals?
Are prices responding to what crypto is building, or simply where capital is flowing?
Moderator: @Ryan_B_Silva (@ParaFiCapital)
Panelists: Mike De Melo (@Raacfi), @thomasuhm (Qube Research & Technologies), @Matthew_sigel (@vaneck_us), Jim Ferraioli (@SchwabResearch).
RAAC retweeted
The Bridge 2026 brings together leaders from across traditional finance and digital assets.
We're proud to recognize the blockchain partners supporting this year's event and helping advance the infrastructure, innovation, and adoption of institutional crypto.
Thank you to our blockchain partners:
@AleoHQ @AvalancheFDN @BNBCHAIN @CantonNetwork @doublezero @ether_fi @Kintsu @monad @NEARProtocol @paradex @QuantumFDN @Raacfi @Stacks @SuiNetwork @TezosFoundation @vechainofficial @YieldPointCap @zksync @0G_labs
RAAC retweeted
What Actually Drives Crypto Today: Liquidity, ETFs, the Dollar, or Fundamentals?
What moves crypto prices, and when do capital flows outweigh fundamentals?
Join @Ryan_B_Silva (@ParaFiCapital), Mike De Melo (@Raacfi), @thomasuhm, @Matthew_sigel (@vaneck_us) & Jim Ferraioli (@SchwabResearch).
Limited tickets remain: bridge.thetie.io/tickets
RAAC retweeted
The Search for Sustainable On-Chain Yield xitter.gq/i/broadcasts/1yKAPwXXz…
RAAC retweeted
Tomorrow, 10am ET: The search for sustainable on-chain yield.
@jax_fi sits down with @dbmarkley from @YieldPointCap, @mikedemelo4 from @Raacfi, and @pipp0x from @avantgardefi to discuss which yields hold up once the token incentives stop and what institutions need before they underwrite them.
Join us live on X.
RAAC retweeted
A special thank you to our blockchain partners for supporting this year's Out East Summit.
@AleoHQ, @alturax, @AvalancheFDN, @CantonNetwork, @ether_fi, @MidnightNtwrk, @monad, @NEARProtocol, @paradex, @QuantumFDN, @Raacfi, @Stacks, @SuccinctLabs, @SuiNetwork, @TezosFoundation, @vechainofficial, @YieldPointCap, @zksync, and @0G_labs
We're grateful for your partnership and look forward to seeing you on the North Fork next week.
RAAC retweeted
BUILT ON CONVEX
Convex became infrastructure and these protocols use it as a core building block — aggregating its yields, integrating its pools, or building products that depend on Convex being there.
RAAC retweeted
Are Crypto Markets Still Inefficient - or is the Alpha Gone?
Where does alpha still exist in crypto markets—and who can actually capture it?
Moderated by @AmirOnchain (@puffer_finance)
With:
Sam Gaer (@monarq_mgmt)
@jedbreed (@breed_vc)
Mike De Melo (@Raacfi)
@JaimeLeverton (@ReserveOne_)
May 6 | The Bass, Miami Beach
Limited capacity. Apply now: innovate.thetie.io/tickets-m…
RAAC retweeted
1 hour ⌛️
Going live with @Raacfi to break down how RWAs are changing the structure of DeFi markets.
Tune in here: xitter.gq/i/spaces/1NGaradkvqnJj…
🎙️ AMA ANNOUNCEMENT 🎙️
Byzanlink is hosting an X Spaces AMA with @Raacfi.
Joining us are @kkrusherr, CEO, and @mikedemelo4, Head of DeFi, at RAAC, to discuss how RWAs are bringing more stability and structure to DeFi markets.
🗓️ Time: April 29th, 4:00 PM UTC
🎤 Space: xitter.gq/i/spaces/1NGaradkvqnJj…
See you there.
RAAC retweeted
🎙️ AMA ANNOUNCEMENT 🎙️
Byzanlink is hosting an X Spaces AMA with @Raacfi.
Joining us are @kkrusherr, CEO, and @mikedemelo4, Head of DeFi, at RAAC, to discuss how RWAs are bringing more stability and structure to DeFi markets.
🗓️ Time: April 29th, 4:00 PM UTC
🎤 Space: xitter.gq/i/spaces/1NGaradkvqnJj…
See you there.
RAAC retweeted
GM RWA researchers,
Solana just gobbled up $2B in RWA TVL
while institutions and tokenized commodities starting to pick up momentum
Let’s dive into the details
----------------------------------------------------------
1. Top News:
Solana crosses $2B TVL for RWA.
→ xitter.gq/Securitize/status/2046…
2. Tokenized Securities Round-Up:
@ZIGChain launches first liquid RWA vault with @Valdora_finance while expanding with @Beehive to bring UAE $250B SME private credit onchain.
→ xitter.gq/ZIGChain/status/204737…
→ xitter.gq/ZIGChain/status/204662…
@SuperstateInc partners with @CoinList to accelerate tokenized IPOs onchain.
→ xitter.gq/SuperstateInc/status/2…
Falcon launches $TSLAon from @OndoFinance, enabling borrowing against tokenized TSLA.
→ xitter.gq/falconfinance/status/2…
@Securitize partners Upshift for fund admin and surpasses $4B TVL.
→ xitter.gq/Securitize/status/2046…
→ xitter.gq/Securitize/status/2046…
3. RWA Institution Round-Up:
CME explores tokenized settlement on Google Cloud Ledger by year-end.
→ xitter.gq/TheOneandOmsy/status/2…
@maplefinance issues new $100M BTC-backed institutional loan.
→ xitter.gq/maplefinance/status/20…
@QXMP_Labs relocates HQ to Cyprus to build institutional RWA and stablecoin infrastructure.
→ xitter.gq/QXMP_Labs/status/20473…
4. Tokenized Real Estate Round-Up:
@lofty_ai launches property manager profiles with performance tracking and reviews.
→ xitter.gq/lofty_ai/status/204771…
@RECCFinance completes $RETF migration with funds secured and tokens airdropped.
→ xitter.gq/RECCFinance/status/204…
@Parcl V4 devnet goes live.
→ xitter.gq/Parcl/status/204731355…
5. RWA Stablecoins Round-Up:
@Theo_Network $thUSD Genesis ends with ~5.5% APY.
→ xitter.gq/Theo_Network/status/20…
@Raacfi partners @eulerfinance to launch pmUSD/USDC vault enabling borrowing and rewards for $pmUSD.
→ xitter.gq/Raacfi/status/20465909…
6. Tokenized Commodities Round-Up:
@NEARProtocol brings Tether Gold $XAUt live on Intents for 1-click swaps across 30+ chains.
→ xitter.gq/NEARProtocol/status/20…
@DigiFTTech partners with @OCBCBank and Lion Global to launch $GOLDX, a SEA regulated tokenized gold fund.
→ xitter.gq/DigiFTTech/status/2046…
@goldfishggbr releases updated whitepaper for $GFIN token.
→ xitter.gq/goldfishggbr/status/20…
Pleasing Gold rebrands to @PleasingMarket to expand asset coverage.
→ xitter.gq/PleasingMarket/status/…
@dovuofficial lists tokenized soil carbon credits on Hedera.
→ xitter.gq/dovuofficial/status/20…
7. Other News:
@pharos_network launches ICO on Echo and announces mainnet going live May 16.
→ xitter.gq/pharos_network/status/…
→ xitter.gq/pharos_network/status/…
@edeldotfinance launches airdrop checker and opens additional round for early participants on Canton.
→ xitter.gq/edeldotfinance/status/…
→ xitter.gq/edeldotfinance/status/…
@RealFinOfficial partners RWA Inc. to expand tokenized asset issuance and distribution.
→ xitter.gq/RealFinOfficial/status…
@XStableRWA now backed by @KuCoinVentures to scale RWA liquidity layer.
→ xitter.gq/XStableRWA/status/2046…
@laplace_global wins Japan Financial Infrastructure Innovation Program.
→ xitter.gq/laplace_global/status/…
@KAIO_xyz raises $19M including $8M strategic round from Tether.
→ xitter.gq/KAIO_xyz/status/204623…
@phygitals partners @FanaticsCollect to strengthen tokenized TCG liquidity on Solana.
→ xitter.gq/phygitals/status/20480…
@Lumishare_Lumi launches BASAD testnet, a quantum-shielded RWA-first blockchain.
→ xitter.gq/lumishare_lumi/status/…
----------------------------------------------------------
that’s it for this week’s RWA recap
i’ll be in Da Nang for a couple of weeks on vacation, very likely i’ll be drunk 90% of the time
so do let me know if i missed anything important
GM RWA researchers,
RWA hitting $30B was the only bright spot this week
as the rest of the crypto space had a tough week
following another incident with KelpDAO
Let’s dive into the details
-------------------------------------------------------------
1. Top News:
Total RWA market hits $30B TVL.
→ xitter.gq/Securitize/status/2045…
2. Tokenized Securities Round-Up:
@PreStocks expands distribution to Trust Wallet while surpassing $750M in pre-IPO trading volume.
→ xitter.gq/PreStocks/status/20448…
→ xitter.gq/capitalmarkets/status/…
@StableStock launches IPO Frenzy Month with zero-fee subscriptions and HK$270 rebates while expanding IPO access via stablecoins.
→ xitter.gq/StableStock/status/204…
@OndoFinance lists tokenized stocks and ETFs on 360X, a Deutsche Börse-backed platform.
→ xitter.gq/OndoFinance/status/204…
@xStocksFi hits $300M AUM.
→ xitter.gq/xStocksFi/status/20447…
@HSKChain partners @HabitTrade to bring compliant RWA trading onchain, with U.S. equities via stablecoins coming next.
→ xitter.gq/HSKChain/status/204470…
@Paimon_Finance partners @DigiFTTech to launch SpaceX pre-IPO tokenized equity ($xSPCX).
→ xitter.gq/Paimon_Finance/status/…
@centrifuge launches $deSPXA lending market on Morpho, enabling onchain S&P exposure.
→ xitter.gq/centrifuge/status/2043…
@humafinance marks 1 year of $PST on Solana, reaching ~$156M supply, 116k depositors, and sustaining 8%+ USDC yield.
→ xitter.gq/humafinance/status/204…
@HastraFi distributes $7M yield while entering Phase II, expanding to Ethereum via Morpho and adding new assets like auto loans.
→ xitter.gq/HastraFi/status/204448…
→ xitter.gq/HastraFi/status/204409…
@ColbFinance beta goes live, offering early access to its tokenized pre-IPO platform.
→ xitter.gq/ColbFinance/status/204…
3. Institution RWA Round-Up:
@SuperstateInc launches FundOS for onchain fund infrastructure while securing Invesco backing in its Series B.
→ xitter.gq/SuperstateInc/status/2…
→ xitter.gq/SuperstateInc/status/2…
HSBC completes tokenized deposit pilot on @CantonNetwork.
→ xitter.gq/CantonNetwork/status/2…
@KaiaChain launches Kaia Investment Partners (KIP) to drive RWA and stablecoin adoption.
→ xitter.gq/KaiaChain/status/20443…
@AssetoFinance CASH+ is accepted as OTC collateral on KuCoin Institutional.
→ xitter.gq/AssetoFinance/status/2…
@Brickken achieves ISO 27001 and DORA compliance for institutional infrastructure.
→ xitter.gq/Brickken/status/204370…
BlackRock RWA holdings grow by $700M YTD.
→ xitter.gq/Cointelegraph/status/2…
4. Tokenized Real Estate Round-Up:
@Raacfi launches $1.135M iREET bond at ~73% APY and fills 100% within a week.
→ xitter.gq/Raacfi/status/20441204…
→ xitter.gq/Raacfi/status/20455969…
@RECCFinance launches dual staking with real estate ETF exposure and tiered APY rewards.
→ xitter.gq/RECCFinance/status/204…
5. Tokenized Commodities Round-Up:
Galactica’s Pegasus 2 tokenized ship financing raises $1.5M in 4 weeks via @investax.
→ xitter.gq/investax/status/204462…
@orogoldapp mobile app is coming.
→ xitter.gq/orogoldapp/status/2045…
6. Others:
@pharos_network names OKX Wallet as official airdrop wallet, opens 16% APY Genesis staking, and hits $50M committed in under 1 hour.
→ xitter.gq/pharos_network/status/…
→ xitter.gq/pharos_network/status/…
→ xitter.gq/pharos_network/status/…
@centrifuge launches v3.2 with Onchain Portfolio Manager across 10 chains.
→ xitter.gq/centrifuge/status/2044…
@Zharta announced MOU with Securitize to join Vault Registrar as approved operator.
→ xitter.gq/Zharta/status/20440898…
@DemetherDeFi integrates Kamino to expand liquidity strategies on Solana.
→ xitter.gq/DemetherDeFi/status/20…
@EmberProtocol launches eACRED on Ethereum and Sui.
→ xitter.gq/EmberProtocol/status/2…
@Theo_Network integrates Zodia Markets, reducing USDT redemption costs by ~30–50%.
→ xitter.gq/Theo_Network/status/20…
-------------------------------------------------------------
that’s it for this week’s RWA recap.
if you want a shorter daily version, join my TG channel. link in bio.
RAAC retweeted
The power of @ConvexFinance demonstrated below.
These stablecoin pools are paying out ~20% APR right now.
Yes, you can LP stablecoins and literally earn 20% on them.
How is this possible?
Thanks to @Raacfi strategy of accumulating over 4% of total $CVX supply over the last few months and using their control over $CRV emissions to direct $CRV tokens as yield to their pools.
I covered their approach in a section within my latest article here if you want to learn more: xitter.gq/CredibleCrypto/status/…
Highlighting several stablecoin farms on @ConvexFinance at the moment:
$pmUSD(by @Raacfi) are paying 18-20% in $CRV 👀 in LPs with $crvUSD and $frxUSD
How do achieve such high APRs without needing to emit their own token, you ask?
They’ve acquired several million $CVX tokens and incentivize $vlCVX holders to vote for their pools via biweekly vote rewards. 🧠
This is why after only a relatively short amount of time, their LPs have a solid amount of liquidity, as seen in the screenshots.
Curve.convexfinance.com/stak…
RAAC retweeted
Highlighting several stablecoin farms on @ConvexFinance at the moment:
$pmUSD(by @Raacfi) are paying 18-20% in $CRV 👀 in LPs with $crvUSD and $frxUSD
How do achieve such high APRs without needing to emit their own token, you ask?
They’ve acquired several million $CVX tokens and incentivize $vlCVX holders to vote for their pools via biweekly vote rewards. 🧠
This is why after only a relatively short amount of time, their LPs have a solid amount of liquidity, as seen in the screenshots.
Curve.convexfinance.com/stak…
RAAC retweeted
Today we're announcing our partnership with @Raacfi to bring both pmUSD and iREET onto Agra, with their [Redacted] product to follow.
REITs made real estate liquid. They gave investors tradable exposure to income producing property, with continuous price discovery and liquidity.
Through this partnership, we’re not only enabling liquid onchain markets, we’re also bringing DeFi composability to the real estate market.
RAAC's iREET token brings real estate exposure onchain in a form that can be traded, priced, and integrated across DeFi.
pmUSD is a fully collateralized USD pegged stablecoin backed by precious metals. It is the first of its kind to maintain its backing through precious metals as collateral.
RAAC will provide balance-sheet liquidity to support both the pmUSD and iREET markets.
RAAC retweeted
Excited to work with @Raacfi on our first ever @eulerfinance vault
More to come 👀
RAAC retweeted
RAAC Mid-Month Yield Report is out👀
🔗 xitter.gq/Raacfi/status/20463020…
💬 leviathannews.xyz/redirect/2…
🦑 Squid Pass: leviathannews.xyz/auctions
RAAC Mid-Month Yield Report is out👀
Dive in to understand how RAAC's @CurveFinance governance position is translating into real yields, and what that means for your capital right now.
Full report👇
blog.raac.io/research/mid-mo…
