vaneck just launched tokenized treasuries as collateral on aave horizon. $450m deposits in first week. $130b aum managers now borrowing stablecoins against t-bills at 4.5% to farm 12% on pendle pts. aave captures fees on both sides. link powers every oracle. own the infrastructure not the treasuries. ...

Core Insights - The report "Real World Assets: A Practitioner's Guide" emphasizes the rapid growth of tokenized assets in global markets, highlighting that tokenization transcends mere digitization by enabling programmable and composable assets that can settle instantly on blockchain networks [1] Group 1: Tokenization vs Traditional Infrastructure - Tokenized assets function as bearer instruments, allowing for real-time transfer, swapping, and integration into smart contracts, contrasting with traditional financial systems where assets are siloed [2] Group 2: Evolution of Tokenization - The evolution of tokenization is categorized into three phases: the introduction of Bitcoin, the development of Ethereum's smart contracts, and the recent integration of stablecoins with real-world assets, which has facilitated institutional adoption [3][4] Group 3: Market Growth and Potential - Tokenized funds are experiencing rapid growth, with tokenized Treasuries currently representing only a few billion dollars compared to the $20 trillion Treasury market, yet their growth trajectory resembles that of early exchange-traded funds [5] - Tokenized money and real-world assets are increasingly connecting capital markets to blockchain infrastructure, with significant participation from established financial firms [4] Group 4: Drivers of Adoption - Key factors driving the adoption of tokenization include the return of positive interest rates, the success of stablecoins, institutional experiments by major firms, advancements in blockchain scalability, and clearer regulatory frameworks in the U.S. and Asia [6]

Core Insights - ULTRA, Avalanche's tokenized U.S. Treasury fund, aims to enhance the usability of digital dollars by converting traditional U.S. Treasury securities into digital tokens for easier trading and settlement [1] - The stablecoin market, valued at approximately $280 billion, has set a precedent for tokenized assets, prompting asset managers to seek money market exposure [2] - A favorable regulatory environment, including the GENIUS Act, has accelerated interest in digital asset strategies among enterprises and institutions, leading to a sense of urgency in the market [3] Tokenization and Institutional Adoption - Recent institutional investments in tokenized assets on Avalanche, such as SkyBridge's deployment of around $300 million, highlight the growing trend of moving funds on-chain [4] - Asset managers are increasingly inclined to tokenize assets on public networks, which reduces operational friction and allows for lower investment minimums, thereby broadening the investor base [5] - Grove Finance's deployment of $250 million in real-world assets on Avalanche indicates a strategic preference for Avalanche over Ethereum, attributed to its unique infrastructure that supports interoperability [6]

Core Insights - Emotional decision-making significantly impacts crypto investors, with 92% reportedly making emotional buying decisions [1][2]. Emotional Triggers - The top emotional trigger for investors is rapid price surges, affecting 31% of them [3]. - Trading volume spikes and media coverage are the next most significant triggers, impacting 21.7% and 14.6% of investors, respectively [3]. - Social media hype and new token launches also influence investor emotions, affecting 13% and 11.7% of investors, respectively [3]. Investor Behavior - High volatility and the anticipation of significant price movements contribute to emotional trading among crypto investors [4]. - Unlike stock investors, who have trading restrictions over weekends, crypto investors face continuous market activity, which may exacerbate emotional decision-making [5]. - Many individuals who identify as long-term investors tend to sell their crypto positions within one year, indicating a disconnect between their stated intentions and actual behavior [6].

RT Ondo Finance (@OndoFinance)Tokenized Treasuries are coming to @SeiNetwork!Ondo Finance is bringing our market-leading yieldcoin, USDY, to Sei’s ultra-fast layer 1 blockchain designed for high performance, capital-efficient applications.Unlocking scalable, onchain yield at the speed of Sei. https://t.co/C3Z9bEGJPn ...