Ecosystem Expansion - Robinhood listing $SEI provides millions of users with direct access [1] - Binance's validator role demonstrates confidence in Sei's infrastructure [1] - Tokenized funds from BlackRock, Brevan Howard, Hamilton Lane, and Apollo are now live within the Sei ecosystem [1] Partnerships & Backing - Sei ecosystem is supported by partners like Circle, MetaMask, Securitize, KAIO, Etherscan, and Ondo [1] Infrastructure & Technology - Sei's infrastructure is built for speed, reliability, and global scale [1]

Tokenized Assets Focus - The company aims to establish a central, reliable data source for stablecoins, tokenized funds, and tokenized stocks [1] - The company plans to introduce more RWA (Real World Assets) metrics, accessible via API, in Q4 [1]

RWA & DeFi - MidasRWA's mF-ONE TVL on Ethereum has increased by approximately 940% since July [1] - mF-ONE tracks a yield strategy managed by Fasanara Capital, a prominent institutional asset manager and fintech investor [1] - Tokenized funds are gaining access to new, crypto-native LPs [1]

🚨🆙 The TVL for @MidasRWA's mF-ONE on @ethereum is up ~940% since July.mF-ONE tracks a yield strategy operated by @FasanaraCapital, a leading institutional asset manager and fintech investor.Tokenized funds 🤝 access to new, crypto-native LPs https://t.co/ydWDZwszaC ...

DeFi & Tokenization - MidasRWA's mF-ONE on Ethereum's TVL increased by approximately 940% since July [1] - mF-ONE tracks a yield strategy managed by FasanaraDigital, an institutional asset manager and fintech investor [1] - Tokenized funds gain access to new, crypto-native LPs (Liquidity Providers) [1]

Core Insights - The Federal Reserve is discussing a new "payment account" for payment firms, which would provide basic access to Fed payment services while limiting certain features of full master accounts [1][3] Group 1: Proposal Details - The proposed account would allow access to Fed payment rails but would have balance caps, pay no interest, not allow overdrafts, and not provide access to emergency lending [3] - This initiative is framed within the payments mandate, focusing on settlement efficiency and risk controls rather than credit creation or deposit taking [4] Group 2: Implications for Crypto and Fintech Firms - The new account could reduce delays and costs for crypto-facing firms that currently route dollar flows through sponsor banks, thereby standardizing access for eligible firms [5][6] - A more direct link to Fed payment services could streamline operations for stablecoin issuers, allowing for quicker redemptions and subscriptions [6] Group 3: Future Considerations - Banks with payment subsidiaries may be the first to adopt this new account, followed by fintech and crypto firms with strong compliance programs [8] - The effectiveness of the account for stablecoin issuers and tokenized fund operators will depend on balance caps, liquidity requirements, and transaction monitoring expectations [8]

Industry Focus - Avalanche is powering Asia's blockchain initiatives [1] - The ecosystem includes tokenized funds from Mirae Asset [1] - KRW-backed stablecoins are being developed within the Avalanche ecosystem [1] - K-pop fan platforms are leveraging Avalanche [1] - ULTRA KOREA festivals are associated with Avalanche [1]

RWA & Institutional Investment - Circle strengthens institutional RWA settlement foundation with native USDC and CCTP V2 on Plume Network [1] - Institutional capital can now flow directly into tokenized funds on Plume [1] Tokenized Fund Launch - Anemoy Tokenized Apollo Diversified Credit Fund (ACRDX) is set to launch on Centrifuge infrastructure [1] - ACRDX will launch with a $50 million allocation from Grove Finance [1]

Tokenized AUM is approaching $300B across chains, led by @ethereum & @trondao.While stablecoins dominate, tokenized funds are steadily gaining share.The trend is clear: capital markets are moving from fragmented 9-to-5 systems toward round-the-clock global systems. https://t.co/eIbra2vVcT ...

Tokenized Funds Issuers - BlackRock 是最大的代币化基金发行人，其 BUIDL 货币市场基金规模约为 24 亿美元[1] - 其他领先的发行人包括 Ondo Finance, WisdomTreePrime, Tradable, Superstate 和 Spiko Finance[1]