Tokenized products shaped by global hedge fund portfolios, public-figure market signals, and systematic strategies.
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A new chapter begins.
Proud to share that we received investment from @easyresidency S4 by @YZiLabs
We're building the next generation of onchain investment products.
More soon.
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Good framing from @tomhschmidt.
RWAs already have two of the three. Liquidity is there, $39B onchain now, and the catalyst is happening with wallets like @BinanceWallet starting to surface tokenized assets.
Ease of access is the one lagging. You can buy a tokenized treasury in two clicks, but holding a proper mix of them is still a manual job.
“At a certain point you get enough liquidity, there’s an event, there’s enough ease of access, and then everything comes together.” — @tomhschmidt, General Partner @DragonflyVC
DeFi breakthroughs rarely happen linearly. Ideas can simmer for years before the right combination of liquidity, access, and a catalyst pushes them past a tipping point.
Prediction markets and perps followed that pattern. RWAs may be going through it now.
Tom sees capital formation, credit, and bonds as possible next frontiers — massive markets where years of incremental experimentation could suddenly translate into widespread onchain adoption.
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.@BinanceResearch says RWAs are entering the Capital Activation Era.
The data explains why:
• $34.18B in tokenized RWAs
• +85.2% growth YTD
• Yet only ~0.01% of the underlying market is onchain
We think that's exactly the shift worth watching.
Tokenization proves assets can exist onchain, but Investment products are what activate that capital through access, liquidity, and distribution.
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.@BinanceWallet just opened pre-IPO access. Everyone's looking at which names show up first.
The bigger chance is the container.
A year ago, a wallet held tokens. Now the same wallet holds pre-IPO exposure, tokenized treasuries, tokenized stocks — things you used to open a Fidelity or Robinhood account for.
If a wallet can hold the assets, it can hold the products built on top of them.
Prosperity Unwalled.
Introducing Pre-Access campaigns, hosted by @PancakeSwap. 🧵
Get indirect exposure to popular companies before they potentially go public.
Available through Binance Wallet.
First project revealed soon.
FAQ: binance.com/en/support/faq/d…
Keep reading 👇
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Absolutely agree with @arthur0x's take.
People don't dump a strategy just because the market is down. ETFs still pulled in $2.37T of net inflows last year (ETFGI), and that year included the April mess.
Crypto is missing this layer. There's $38B of assets onchain now (@RWAFoundation_), nearly all of it single-asset, so the only thing you can do with it is trade it. Not much you'd hold through a cycle.
That's roughly what we're trying to fix with ETFT.
“The old flywheel-driven growth approach is probably a lot harder to replicate going forward... We want to see applications where, despite market conditions, users still want to pay to use them.” — @arthur0x, CEO & CIO of @DeFianceCapital
When crypto application revenue is overly dependent on market activity, it becomes difficult to separate durable demand from market beta.
Arthur’s thesis is that the next generation of applications needs a demand floor — users who keep paying even when the cycle turns.
The shift from cycle-driven activity to more persistent demand makes crypto applications easier to forecast and underwrite — ultimately broadening the investable market for them.
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Binance bringing TradFi ETFs into a crypto-native experience hints at where markets are heading.
As we've always said, the next step isn't just access to traditional assets, but making investment strategies themselves investable.
That's the future we're building at Alloco.
More markets. One place.
ETF Wealth Management is now live on Binance Earn.
Access selected TradFi assets, including short-term U.S. Treasury ETFs and investment-grade bond ETFs, with orders executed via Binance Stock Trading.
Explore → binance.com/en/earn/tradfi-w…
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Did you know?
@BNBCHAIN's Real-World Asset (RWA) market has grown from just $1.06 million to $5.5 billion.
That's a staggering 518,000% increase since 2023.
According to Token Terminal:
- $5.50B in non-stablecoin RWA value
- $4.46B is tokenized funds (≈81%)
- $945M is tokenized stocks
- $88M is tokenized commodities
One key thing to note:
The RWA narrative goes beyond stablecoins alone; tokenized funds are becoming the dominant asset class on BNB Chain.
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Why would a $600B asset manager buy a crypto exchange?
Everyone saw the $109B headline, but beneath that, we saw something else.
This move from Mirae Asset goes beyond positioning digital assets around trading alone, but they're building around RWAs, stablecoins, security tokens, and digital investing.
This is the most important shift you should pay attention to. Why?
Tokenization proved that real-world assets can live onchain.
But assets don't reach millions of users by existing. They need products that package them into something people can actually discover, understand, and invest in.
Simply put: Investment products.
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Did you know?
Tokenized real-world assets are now worth $39.18B across 3.38 million asset holders.
The infrastructure is no longer the question. The market is already here.
The next challenge is distribution.
A tokenized treasury, bond, or stock still needs a product that people can easily discover, understand, and invest in.
That's the thesis behind Alloco.
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Super excited to see our co-founder @Captainteemo3 cooking on stage.
Huge thanks to @yzilabs @easyresidency for making all this possible.
Best four weeks of building we've had.
Many high-growth companies stay private for longer. Access to them still tends to depend on the right fund, channel or relationship.
@alloco_fi structures investment exposure as on-chain products:
> ETF Tokens are live today; selected pre-IPO exposure is planned next
> Issuance, rebalancing and distribution handled on-chain
The team reports 12 live products and more than $40M in AUM.
Catch @Captainteemo3 at EASY Residency S4 Demo Day.
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Alloco is heading to Korea Blockchain Week @kbwofficial
If you're attending or would like to collaborate or catch up, let's talk. @gulugggulu @Kristian_cy @wookstudy
DMs open. See you soon.
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