aave horizon paying 10% on rlusd deposits backed by tokenized treasuries.t-bills yield 5.3%. someone's eating that 470 basis point spread.$117m locked in first month. ...

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift@RyanSAdams & @TrustlessState sit down with @OndoFinance's @nathanlallman and @iandebode to map the path from stablecoins to tokenized treasuries to tokenized stocks.We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity.Ethereum and Ondo are leading a $100T onchain migration you can’t miss.--------------TIMESTAMPS0:00 Intro5:55 Is Business Booming?7:59 Are ...

DeFi & Tokenization - Tokenized treasuries are yielding 965% risk-free through BUIDL staking on Ondo plus Aave collateral loops [1] - On-chain migration of $125 Billion stablecoin reserves enables infrastructure tokens to collect 10 bps on $27 Trillion migration [1] Valuation - Ondo's TVL is 3x, while comparable entities trade at 15-20x [1]

Market Opportunity - Tokenized Treasuries 市场规模达 70 亿美元，仅占所有 Treasuries 的 01% [1] - 预计未来将有数万亿美元的 Treasuries 被 Tokenized [1] Sei Network Position - Sei Network 正在成为机构用例的首选结算层 [1] - Sei Network 的可扩展性对于 Tokenized Treasuries 市场至关重要 [1]

Tokenized Treasuries are a $7B market. Yet that's only 0.1% of all treasuries.Trillions will be tokenized. Scalability will be imperative.It's clear why Sei is emerging as a preferred settlement layer for institutional use cases.Markets Move Faster on Sei. ($/acc) https://t.co/drXzmLouPT ...

Ethereum & RWA (Real World Assets) - Ethereum is positioned as the primary platform for Real World Assets [1] Stablecoins Market - Stablecoins represent a substantial market, with Tether at $81 billion and Circle at $45 billion [1] DeFi Sector - DeFi-native projects demonstrate strength, exemplified by Ethena at $13 billion and Maker at $86 billion [1] Tokenized Treasuries - Tokenized Treasuries are experiencing growth, with notable players like Securitize, Ondo, and WisdomTree [1]

Tokenized Equities & Regulatory Environment - Securitize's President discusses the rise of tokenized equities and the impact of the shifting regulatory environment in the U S [1] - Regulatory interest in security tokens is a key factor influencing the market [1] - The White House Digital Asset Report has implications for the industry [1] Tokenization & Market Potential - Vision for tokenized equities is being explored [1] - Demand for tokenized treasuries is present [1] - The path to one trillion in tokenized securities is a long-term goal [1] Elixir & Integration - Hamilton Lane integration with Elixir is noteworthy [1] Bitcoin ETFs & Systemic Risk - Reflections on Grayscale Bitcoin ETF are shared [1] - Discussion on SEC and in-kind redemption related to Bitcoin ETFs [1] - Systemic risk of Bitcoin treasury companies is considered [1]

ETF Launch - 21Shares 计划推出 ETF，将 Ondo Finance 的代币化国债引入公共市场 [1] Tokenized Treasuries - Ondo Finance 专注于代币化国债 [1] Mainstream Adoption - 行业关注 Ondo Finance 是否会走向主流 [1]

Tokenized Treasury Market Overview - Tokenized treasuries are in early stages, representing $7 Billion in a $28 Trillion market, indicating significant growth potential [2] Ondo Finance and USDY - Ondo Finance's USDY is the leading tokenized U S Treasury product with over $685 Million in value [1] - Ondo Finance, managing over $13 Billion in tokenized assets, is leveraging Sei's infrastructure for Real World Asset (RWA) adoption [1] - USDY is backed by short-term U S Treasuries, available in yield-accumulating ($USDY) and DeFi-friendly rebasing (rUSDY) formats, with daily attestations [1] SEI Network Advantages - SEI offers fast finality for real-time transactions, institutional-grade scalability, and DeFi composability [2] - SEI's features are designed to facilitate the integration of TradFi yield into the crypto space [2]

Tokenized Treasury Market - Tokenized treasuries market size is $7 billion [1] - Traditional U S Treasuries market size is $28 trillion [1] - Tokenized treasuries represent approximately 0025% of the traditional U S Treasuries market Ondo and USDY - Ondo's USDY, the largest tokenized treasury product, is coming to Sei [1] - USDY has over $685 million in value [1] - Ondo manages over $13 billion in tokenized assets [1] Sei Network - Sei's high-performance infrastructure powers USDY [1] - Ondo is betting big on Sei [1]