Centrifuge is the platform for tokenized real-world assets, providing the infrastructure and ecosystem to tokenize, manage, and invest into RWAs.
Fund distribution has always run through someone else's client relationship. Brokerages, fintech apps and wealth platforms. Tokenized funds put that relationship back with the manager.
Tokenization opens a direct line between a fund and the people who hold it. On the latest DeFi Drip, @jon_casterline from @vaneck_us gets into what that makes possible for asset managers.
Tokenization keeps moving up the risk curve, bringing new asset classes onchain. Even as DeFi TVL declined for months, tokenized assets continued to grow. Demand is beginning to follow its own cycle.
The total value of RWAs deposited into DeFi protocols has grown from $12M 3 years ago to nearly $4B today. That's over a 300X increase.
Centrifuge has published a governance proposal: exploring a transition from token to equity. The CFG token was designed for a different Centrifuge. The business today is institutional infrastructure, and the token structure has become a constraint on the partners we can work…
Diversification in an onchain lending book means holding collateral that does not answer to the same price driver. RWAs are the part of the book that is not tracking the same input as everything else.
A lending market is only as stable as the collateral backing it. When every asset in the book falls together, the collateral fails at the moment it is needed most. @0xJHan, CEO at @eulerfinance, on…
