Core Insights - Davis Commodities Limited is reviewing a proposed "commodity treasury" framework linked to its Real Yield Token initiative, aiming to create a multi-billion-dollar liquidity backbone for global agri-finance [1][2] Group 1: Commodity Treasury Framework - The "commodity treasury" is a structured pool of tokenized reserves, including agricultural products like sugar and rice, designed to enhance transparency and capital efficiency for both institutional and retail ecosystems [2][3] - The treasury model aims to integrate sustainability certifications directly into tokenized reserves, enabling access to verified, traceable, commodity-backed yield instruments for impact funds and sustainability-linked investors [3][4] Group 2: Market Context and Opportunities - Tokenized treasuries are gaining global attention as financial institutions and fintech leaders explore on-chain reserve frameworks to improve efficiency, particularly in underserved emerging markets [4][5] - The company is modeling a $2.5 billion digital commodity reserve within a 36-month horizon, targeting over 40 trading corridors in Asia, Africa, and the Middle East [7] Group 3: Executive Insights and Next Steps - The Executive Chairwoman of Davis Commodities emphasized the convergence of real commodities, digital yield architecture, and programmable settlement to create a capital-efficient treasury system [5] - The treasury framework is under review with ESG auditors and blockchain providers, with no implementation commitments made yet, pending regulatory consultation and market readiness [5]