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What gets tokenized first? The starting point, according to Alex Davis: Real estate & land → yield-bearing, stable Stocks & securities → fractional access Music, film & royalties → recurring income Bonds & insurance → buying risk, not speculation Currencies → already happening ( $USDT, $USDC ) Art &...

105,816 просмотров • 11 месяцев назад •via X (Twitter)

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$sthUSD Is Live: Yield Becomes Native at Tharwa Today we open the next chapter of Tharwa. $sthUSD, our yield-bearing stablecoin layer, is now live and ready for the public. For years, stablecoins have been a $250B+ market, but nearly all of that capital has sat idle. Holders earned nothing while issuers pocketed the yield. sthUSD changes that. It makes yield a native property of money itself, flowing directly into your wallet from a portfolio of real-world assets. What is $sthUSD? sthUSD is the staked version of thUSD. It is built on an ERC-4626-inspired design, reconfigured specifically for Tharwa with a new instant-withdraw class and optimizations that make it more efficient. At launch, entry and exit fees are set at zero to encourage adoption. The mechanics are simple: • Mint $thUSD • Stake it into the $sthUSD contract • Receive $sthUSD and watch your balance grow automatically No farming gimmicks, no manual claims, no hidden risks. Withdrawals are instant. Where the Yield Comes From The yield behind sthUSD is real and transparent. It comes from the same diversified portfolio that backs thUSD: sukuk, UAE real estate, gold, and capped exposure to commodities. As these assets generate income, returns are routed through the protocol treasury and distributed proportionally to sthUSD holders. Rewards are time-weighted, vested automatically, and visible on-chain. This is not emission-driven yield. It is powered by cash flows from real-world assets, optimized through Tharwa’s portfolio design and risk framework. Why sthUSD Matters sthUSD completes the foundation of Tharwa’s ecosystem. thUSD provides stability. sthUSD turns it into a currency that compounds by default. Together, they make Tharwa function like an on-chain hedge fund: stable by design, yield-bearing by nature. That opens the door to much bigger things. sthUSD can become the backbone collateral for DeFi integrations, a reserve asset for DAOs, or a passive income instrument for institutions. It is designed to be simple for retail, yet robust enough for treasuries and fund allocators. The speculation is not whether sthUSD will matter, it is how far it spreads once DeFi realizes what it unlocks. What’s Next Launching sthUSD is not the end, it is the start of a much larger system. Coming up: • Expansion of static yield bonds through ERC-1155 vaults • Integration of sthUSD into DeFi liquidity pools and lending protocols • OTC marketplace for secondary liquidity • Production-grade AI assistant for rebalancing • Development of segregated sukuk vaults for faith-aligned yields sthUSD is the product that transforms thUSD from a stable placeholder into an income-generating unit of account. If stablecoins were the backbone of DeFi until now, sthUSD is what makes that backbone yield-bearing and alive. Stake Now:

Tharwa

54,757 просмотров • 11 месяцев назад

Why BlackRock CEO Larry Fink calls Ethereum "The Toll Road to Tokenization" "What he meant by that is assets will be tokenized, people will transact, and then each of those transactions will pay a fee to the Ethereum network. Part of that fee will be burned and decrease the supply of ETH. The other part will be paid to stakers. So it's kind of like a toll road for anyone who wants to transact with tokenized assets." "The first example of product/market fit with tokenization was stablecoins. There are a lot of reasons why a tokenized dollar is better than one on fiat rails. But the big things are accessibility -- it gives people around the world who don't have access to the US financial system access to dollars -- and reducing the friction of settling those transactions. If you've had to send a wire or ACH transfer, it takes days. Stablecoins settle instantly, so it's way more efficient. You've even heard Jamie Dimon come around to the advantages of stablecoins." "Stablecoins are really just tokenized dollars, and then that's going to happen with almost every asset class. Stocks will be next. People are talking a bout tokenizing art and real estate. The theme is 'the tokenization of everything.' And as all of these assets move on chain because more people can access them and the friction of transacting with them is reduced, trillions of dollars of assets will move on-chain... and Ethereum will be the global settlement layer for all of those transactions, and all of those transactions will generate a fee to ETH holders, which is why your ETH will compound."

Etherealize

10,783 просмотров • 3 месяцев назад

Robinhood CEO: “Tokenization is like a freight train. It can’t be stopped and will eventually eat the entire financial system” Vlad Tenev finds stablecoins to be a useful analogy to explain the benefits of tokenizing real world assets like equities and real estate: “For stablecoins in the US, we talk about it as the best way to get exposure to US assets, and it will further what’s called ‘US dollar dominance’ abroad . . . we’re making it the default way to get access to dollars in the digital realm. That’s why stablecoins have been such a priority in the US, and if you do own a dollar stablecoin, it’s sort of like the most basic tokenized assets.” “In the same way that stablecoins are a bucket of dollars that you mint and burn tokens against, you can do that with stocks, real estate and other real world assets, private stocks . . . And I think it will become the default way to get exposure to US stocks outside the US. I think that’s what makes it so exciting.” This is why Robinhood announced in June 2025 at ETH cc that it would be moving into tokenizing stocks on Ethereum and building its own Ethereum L2: “Both [private and public equity] we’ve demonstrated. In the case of stocks, it’s live right now in the EU. So the only complexity remaining is making sure you have the appropriate licensure and the regulatory clarity in many jurisdictions, but I think that will come. It started in Europe, but it will expand to the rest of the world. Unfortunately, but realistically . . . the US will probably be among the last economies to fully tokenize. But I think it’s inevitable in the US as well.” Source: TOKEN2049 (Oct 2025)

Etherealize

60,695 просмотров • 21 дней назад

Friedberg: California Created an Insurance Crisis by Artificially Inflating Home Prices david friedberg broke it down on episode 210: -- the frequency of loss is INCREASING for homes in climate-sensitive zones (areas with wildfires, hurricanes, tornadoes, etc.) -- this includes parts of los angeles susceptible to wildfires -- in a free market, the cost of insurance would rise with the increased risk of loss -- however, california makes it nearly impossible for home insurance providers to increase rates -- this artificially inflates home prices, due to the massively subsidized insurance costs " They're driving real estate value up because they're not allowing the cost of insurance of that real estate to naturally float." " And so by driving real estate values up, the economy looks good, they make property taxes, income comes in." -- but, major insurance providers like state farm pulled out of certain at-risk areas in the state -- for example, state farm canceled ~1600 policies in pacific palisades last summer -- californians living in at-risk areas are now relying on the state's insurance program (the "fair plan") in record numbers -- according to friedberg, the fair plan has ~$220M of capital with ~$5B of reinsurance -- after this string of wildfires, the program has ~$6B of exposure in the pacific palisades alone, and could have $24B+ in total losses -- so, california's state insurance plan is effectively bankrupt, and will need a bailout " At the end of the day, the bill is going to come due." "And at some point, taxpayers are going to look at the fact that they're paying some percentage of their income to support someone else's home value, and they're going to say 'Enough is enough.'"

The All-In Podcast

221,495 просмотров • 1 год назад

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING!! Everyone thought the biggest risk was $SPCX IPO day. WRONG. This is NOT just about SpaceX. → SpaceX valuation: around $2.3 TRILLION → Anthropic valuation: around $965 BILLION → OpenAI valuation: around $1 TRILLION That's almost $4 TRILLION of private market hype trying to enter public markets near the same cycle top. And if you think everything is over and we are going higher, YOU ARE COMPLETELY WRONG. Because after the IPO, everyone finally sees the same thing: SpaceX demand is massive. Retail wants more. Funds want more. Institutions want more. But money does NOT appear from nowhere. To buy more $SPCX, they need cash. And to get cash, they sell what they already own. → Stocks → Crypto → AI names → High beta tech Everything retail is already holding. This is NOT just an IPO. This is a liquidity black hole. Every IPO needs buyers. Every buyer needs cash. And cash does NOT appear from nowhere. Everyone who did NOT get enough allocation will chase $SPCX on Monday. Funds want exposure. Retail wants exposure. Institutions want exposure. But everyone needs dollars first. And when everyone needs dollars at the same time, markets do NOT rotate calmly. They dump what is liquid first. Bitcoin is liquid. Tech is liquid. AI stocks are liquid. That is the real danger. There are only a few ways this goes from here, and they are NOT equal. → LIGHT SHOCK: people sell small positions on Monday, stocks get hit first, crypto follows, then markets try to stabilize. → HEAVIER SCENARIO: funds raise cash after the $SPCX IPO, high beta tech dumps, Bitcoin loses support, and retail gets trapped. → WORST CASE: everyone rushes into $SPCX on Monday at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated. But the worst part is simple. This is only the first one. Anthropic and OpenAI are still ahead. Markets are NOT pricing this liquidity drain yet. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

52,090 просмотров • 2 месяцев назад

🚨 WARNING: SOMETHING VERY UNUSUAL IS HAPPENING RIGHT NOW Treasury yields just surged from 3.9% to 4.3% in MINUTES. Then it happened again. And again. THREE TIMES IN A ROW. The U.S. bond market is collapsing in real time. And that’s not random... Someone is dumping MASSIVE amounts of U.S. Treasuries onto the market. And here’s what matters: When bonds get dumped, yields explode higher. That’s how the bond market works. Which means whoever sold didn’t care about getting the best price. They wanted OUT immediately. That’s the signal. And most people don’t understand how serious that is. The Treasury market is the foundation of the entire financial system. It’s where central banks park reserves. It’s where foreign governments store capital. It’s where the largest institutions on earth hide liquidity. Retail does NOT move the 2yr yield like this. Not even close. This was institutional size. The kind of size that forces the market to react. And that creates one question: Who is exiting? A foreign government reducing exposure. A forced liquidation. A systemic event behind the scenes. One thing is certain: This was NOT normal. And markets always reveal the truth before headlines do. That’s why this week matters. Because when bonds move first… Everything else follows. → Stocks → Currencies → Risk assets → Bitcoin and crypto All of it. The market is sending a message. And ignoring it will be expensive. Watch closely. The next major move is already starting. Follow and turn notifications on before it's too late. You do NOT want to miss what happens next.

0xNobler

49,889 просмотров • 3 месяцев назад

spent some time testing realstocks on MEXC today and honestly the part i found most interesting wasn't the trading itself. it was finally seeing the difference between real stocks, tokenized stocks, and RWAs in action. a lot of people throw these terms around like they're the same thing, but they're really not. real stocks = actual shares held through licensed broker infrastructure. tokenized stocks = tokens designed to track the price of a stock. RWAs = on-chain representations of real-world assets that depend on the issuer and structure. and considering that US stocks are home to some of the biggest companies in the world, understanding what you're actually buying matters more than ever. so i decided to try the full flow myself. deposited usdt into my MEXC account, completed the verification for realstocks, then made my first trades on AAPL/USDT and TSLA/USDT directly from the platform. what surprised me most was how simple the process felt. >> no bank wires. >> no separate broker platform. >> no jumping between apps. just usdt → US stocks. it feels like we're watching crypto exchanges evolve into something much bigger than crypto exchanges. for years, getting exposure to US equities usually meant opening a traditional brokerage account, moving money through banks, and dealing with multiple platforms. now it's becoming possible to access crypto and US stocks from the same place. one login. one balance. crypto, stocks, and everything in between. i also recorded the entire process and put together a walkthrough below showing exactly how it works step by step, from funding with usdt to placing my AAPL and TSLA trades. and for anyone looking into it, there's currently a 0 platform fee launch window running until june 15.

c!tyboy💂🏾

10,798 просмотров • 2 месяцев назад

🌋 Breaking: The WEF is now projecting $867 trillion in global assets will move onchain. The WEF is talking about 867 trillion dollars worth of assets that are expected to be tokenized over time. That number touches everything. Real estate, stocks, bonds, commodities, payments, trade…..the entire financial system. The pieces being put in place: • Chainlink released a major breakdown on the shift to an onchain economy, along with integrations across SWIFT, DTCC, Mastercard, Euroclear and more • The IMF published a full framework for stablecoins and digital money • Over 20 countries signed a joint agreement on property transparency • European banks are preparing for tokenized deposits and crypto services • The UK passed a law formally recognizing digital assets as personal property • Hedera continues rolling out real-world integrations, government pilots and enterprise tooling • Archax executed the first onchain ETF trade on Hedera • XRP ETF inflows growing • Australia’s AP+ and central bank pilots are testing digital money on Hedera mainnet • And across the board, networks and platforms like XRP, HBAR, LINK and QNT are being used as actual infrastructure, not speculation A few years ago, any one of these headlines would have carried the entire crypto space for months. Now it’s happening every single day. We are part of the less the 1% that realizes the entire world is shifting to onchain rails.

King Solomon (Ryan Solomon)

21,620 просмотров • 8 месяцев назад

Most people think they understand finance. They don't. They know how to send money. Maybe how to trade. But the actual machinery underneath who controls which assets, who gets access to which markets, who decides who can even participate most people never see that part. And that's exactly where the problem starts. Right now, trillions of dollars in real-world value real estate, bonds, private credit, alternative funds are locked inside systems that were never designed to include you. Not unless you have the right passport, the right broker, the right balance in the right bank account. Traditional finance has always had an invisible velvet rope. Most of us just never got close enough to see it. Blockchain was supposed to change that. And it tried. DeFi opened a door. But even DeFi, for all its freedom, couldn't actually touch the real world. Tokens, yes. Speculation, yes. But actual real-world assets handled with proper compliance, proper security, proper legal enforceability that gap never really closed. Until something like Real comes along and asks a very different question. What if you didn't bolt RWA tokenization on top of an existing chain? What if you built the entire Layer 1 around it from the ground up? That's what Real is. The first fully decentralized, fully permissionless L1 blockchain built specifically not partially, not as a feature, but architecturally for the native tokenization of Real-World Assets. What does that mean ? It means things like bonds, real estate, private credit, and commodities can live on-chain with full transparency, full compliance, and full security baked into the protocol itself. Not added later. Not patched in. Native. They call it solving the "RWA Trilemma." Most tokenization projects have to sacrifice one of three things security, decentralization, or regulatory compliance. You either get compliant and centralized, or decentralized and legally fragile. Real built a hybrid validator architecture that doesn't make you choose. Business validators tokenizers, risk scorers, insurers each play a specific role in the asset lifecycle, staking tokens and facing real onchain penalties if they act wrong. The result is a system where real-world assets carry their own risk data, their own compliance metadata, and their own insurance all embedded directly at the protocol level. $29 million raised. A partnership with Wiener Privatbank SE: an actual institution. A partnership with RWA Inc. The $16 trillion RWA opportunity. A target of $500 million in tokenized assets. The numbers matter. But what matters more is the architecture. This feels like someone actually sat down and thought: what would financial infrastructure look like if it was rebuilt for the next hundred years? Finance was always a wall. What Real is building slowly, quietly, but very deliberately might just be a door. And most people still don't see it yet. #UCCC

Meow

11,164 просмотров • 2 месяцев назад

CLIENT INTERVIEW: $3B REAL ESTATE ON-CHAIN—THE FUTURE OF RWAs? Sponsored by MultiBank. From luxury towers to tokenized rent yields and daily income on $50 investments, mb.io, Mavryk Network, and MAG Global just dropped the biggest RWA deal in crypto history—live at Token2049 Dubai. In this power-packed roundtable, CEO Zak, CFO Amer Jabr, and founder Alex Davis reveal how they’re fractionalizing iconic Dubai real estate—including the Ritz-Carlton Keturah Residences—and what it means for retail and institutional investors alike. Multibank also shows how self-custody, real-time yield and an ecosystem powered by the $MBG token redefine access to the world’s largest asset class. 00:55 – The $3B deal revealed: RWA tokenization goes mainstream. 01:28 – What are users buying? A breakdown of the real estate portfolio: ready, off-plan, residential, and commercial. 01:56 – Dubai’s Ritz-Carlton Keturah Residence is the flagship listing. 02:48 – What is Mavryk Network? A Layer 1 purpose-built for secure RWA DeFi. 03:49 – MAG’s $15B city-scale project: 20M sq. ft. of high-end assets. 04:56 – From $50 minimums to daily yields: How MultiBank opens real estate to everyone. 06:56 – Tokenization = accessibility + liquidity: solving real estate’s biggest pain points. 08:02 – Why fractionalizing real estate could unlock $380T in global value. 09:14 – Secondary market access and trading—real-time exit strategies enabled. 09:58 – Borrowing with tokenized assets: non-custodial, credit-free mortgages explained. 11:12 – Why on-chain wins: self-custody, transparency, and ecosystem integration. 14:38 – How MultiBank bridges TradFi and DeFi—without overwhelming users. 15:52 – Why past models failed (REITs, timeshares)—and this one won’t. 15:59 – Inside the $MBG token: powering perks, access, and ecosystem incentives. 19:14 – Final thoughts: Why this RWA launch is a “no-brainer” and what’s next. Disclaimer: This is a paid sponsorship. It is not financial or investment advice. Cryptocurrency—especially memecoins—can be extremely risky and unpredictable, so do your own research and be prepared to lose any money you invest.

Mario Nawfal

252,728 просмотров • 1 год назад

🚨 WARNING: CHINA’S REAL ESTATE BUBBLE JUST COLLAPSED!! China’s real estate just crashed 25% and wiped out TRILLIONS. But this is not a China-only crisis. It’s a GLOBAL market event. Stocks. Metals. Crypto. If you hold any assets right now, you MUST know what's coming next: This is a global liquidity event in motion. The collapse of the largest property bubble in modern history. For decades, China’s economy was built on one thing: Real estate. Developers borrowed endlessly. Households concentrated wealth into property. Local governments funded themselves through land sales. That entire system is now breaking. Home sales are collapsing. Prices are falling. Developers are defaulting. Liquidity is evaporating. Confidence is disappearing fast. And when housing breaks in an economy this large - everything gets hit. Banks absorb losses. Consumers cut spending. Construction activity freezes. Debt stress spreads. THIS IS EXTREMELY, EXTREMELY SERIOUS. Because China is not just a domestic economy. It is the second-largest economy in the world. And when China slows - global demand slows. That means commodities get crushed. Industrial metals weaken. Energy demand falls. Export economies take damage. And then financial markets react. Global equities reprice lower. Bond markets shift into risk-off mode. Emerging markets face capital flight. And risk assets get hit hardest. Bitcoin does not escape liquidity shocks. When global stress rises, capital pulls back fast. Speculation gets unwound first. Crypto gets sold first. High-growth tech stocks get hit next. Then broader equities follow. That is how risk cascades through markets. This is how contagion starts. China’s housing market was one of the largest stores of wealth on Earth. Its collapse destroys confidence. And confidence is the foundation of every financial system. When confidence breaks in China - global markets feel it. And history is clear: property busts trigger financial stress. Financial stress destroys risk appetite. And when risk appetite disappears - stocks fall. Bitcoin falls harder. Speculative assets get crushed. This is not a correction. This is the deflation of a global macro bubble. And the market has not fully priced it in. I’ve spent years tracking macro turning points and market reactions like this. When the next move becomes clear, I’ll share it here. Follow and turn notifications on. I will post the warning BEFORE the headlines catch up.

0xNobler

39,529 просмотров • 3 месяцев назад

🚨 SPACEX IPO IS A MUCH BIGGER CASH OUT THAN YOU THINK IPO books are closing Wednesday, June 10 after market close. And the deal is already reportedly oversubscribed. Everyone thinks this is bullish. It isn’t that simple. Oversubscribed means one thing: Too much money is trying to enter one trade at the same time. And that money does NOT appear from nowhere. Funds need cash. Banks need cash. Institutions need cash. So before $SPCX even starts trading, the market has to make room for it. That is where the real damage starts. Because when one $2 TRILLION IPO becomes the hottest trade on Earth, every other crowded asset becomes a funding source. Stocks. Crypto. AI names. High beta tech. Everything retail is already holding. This is why the danger is not only the IPO itself. The danger is the liquidity rotation BEFORE the IPO. June 10 books close. June 12 listing. That gives the market almost no time to adjust. And when everyone needs cash at once, markets do NOT rotate calmly. They dump what is liquid first. Bitcoin is liquid. Tech is liquid. AI stocks are liquid. That is why this matters. SpaceX hype can be real. But the liquidity drain is real too. Most people will only see the demand. I’m watching what gets sold to fund it. That is where the warning is. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

55,662 просмотров • 2 месяцев назад

🚨 SOMETHING EXTREMELY BAD IS COMING THIS FRIDAY Everyone thought the biggest risk was SpaceX IPO day. Wrong. And if you think SpaceX is going higher, you are completely wrong. SpaceX’s IPO launched at $135. Now it’s trading around $230. That is almost +70% from the IPO price in days. And now the real problem begins. At $230, SpaceX is being valued at almost $3.1 trillion. On only $18.7 billion in annual revenue. That is almost 200x sales. After the IPO, everyone finally sees the same thing: SpaceX demand is massive. Retail wants more. Funds want more. Institutions want more. But money does NOT appear from nowhere. To buy more SpaceX, they need cash. And to get cash, they sell what they already own. Stocks. Crypto. AI names. High-beta tech. Everything retail is already holding. This is a liquidity black hole trading at almost 200x sales. Now connect the dots: The IPO already happened. The first-day pump was already insane. And now everyone who did NOT get enough allocation is heavily buying shares: - LIGHT SHOCK: people sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash after the IPO, high-beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes to buy at the same time, stocks dump hard, crypto gets hit first, and people get liquidated. And now one of the most hyped IPOs in history is absorbing even more money at one of the most insane valuations ever seen. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

561,622 просмотров • 2 месяцев назад