マイケル retweeted
A fund can be onchain while its information remains offchain. Tokenized ownership, 24/7 transferability, and smart-contract settlement do not automatically make the underlying risk more observable. If portfolio data still arrives monthly, the investor is holding a digital asset with an analogue information cycle. For onchain credit, the real upgrade is not just tokenizing the fund. It is shortening the distance between what happens in the underlying asset and what the investor can actually see.
36
19
105
6,162
マイケル retweeted
The wait is almost over. ARCS Genesis Mint Sep 30 · 15:00 UTC 21,000 lots. 1,000 ARCS per lot. 1 USDC per lot. Arc Mainnet. The contract is live. Mint stays closed until the official opening. Genesis begins at 15:00 UTC. 🌐 arcscriptions.org Join the ARCScriptions community: t.me/ARCScriptionsCommunity @arc #Arc #ARCS
26
15
24
9,101
マイケル retweeted
Dow Protocol Institutional Vault is now open. A dedicated access point for institutional capital into short-duration e-commerce credit.
40
25
113
16,806
マイケル retweeted
One under-discussed effect of blockchain in private markets is that it can change the minimum economical size of a financial asset. Traditional private credit carries a lot of fixed overhead: documentation, reporting, reconciliation, servicing and administration. Below a certain ticket size, the economics simply stop working. Automation changes that threshold. When more of the lifecycle can be standardized and executed programmatically, smaller and more granular assets become economically viable to finance at scale. That may be one of RWA’s more important effects: not just making existing markets more efficient, but making previously uneconomic markets financeable.
38
18
103
7,927
マイケル retweeted
@volo_sui’s latest deep dive unpacks the full architecture behind our joint USDC vault on Sui. From e-commerce financing and underwriting to monitoring, collections and repayment, it walks through how the underlying credit process is translated into an onchain product. A detailed look at what actually sits behind the vault.
39
22
103
19,275
マイケル retweeted
200 WHITELIST SPOTS OPEN Epoch Zero — a genesis NFT collection on @arc . We’re giving away 200 whitelist spots from this post. How to join • Follow @EpochZeroOnArc • Like + Repost • Reply with your wallet address Whitelist perks • 1 free mint • Public mint opens 15 minutes later • 1 USDC per mint • 1.5 USDC from #5001 • Max 10 NFTs per wallet Apply / learn more: epochzeroonarc.xyz Collabs open. #Arc #EpochZero #NFT
146
118
146
15,047
マイケル retweeted
EPOCH ZERO Proof you were early. 10,000 fully on-chain genesis collectibles built on @arc. Earlier is rarer. #1 — ZERO #2–100 — ORIGIN #101–500 — GENESIS #501–5000 — EARLY #5001–10000 — ARRIVAL Allowlist applications are now open. 500 wallets will be selected before mint. Mint begins as soon as Arc mainnet goes live. ↓ Apply below #Arc #NFT
48
46
51
1,146
マイケル retweeted
Dow Protocol’s E-Commerce Financing Vault on @volo_sui has completed Season 2 deployment. A total of $2,961,382 has been deployed to finance short-duration merchant receivables on the world’s largest e-commerce platform. Dowsure has an exclusive partnership with the world's largest e-commerce platform, under which merchant sales proceeds are repaid directly by the platform, without passing through the merchant. This materially reduces collection and diversion risk, contributing to an industry-low average default rate of 0.05%. Each financing position is also backed by 120% receivables coverage, creating a substantial protection buffer against settlement delays, adjustments, or other uncertainties. Risk management is powered by platform-native merchant data accessed directly from the underlying e-commerce ecosystem, enabling underwriting based on real operating and transaction data rather than self-reported information. The underlying credit-risk infrastructure is also used in financing workflows by multiple top-20 global banks.
63
35
129
26,571
マイケル retweeted
Goldman Sachs, Bank of America, Citi, Deutsche Bank and 17 other financial institutions are now preparing a joint dollar stablecoin. The important shift is not another stablecoin entering the market. It is that programmable money is moving closer to the banking system that originates and finances real-world economic activity. For Dow Protocol, that convergence matters. We are building the credit side of the same infrastructure: bringing commerce receivables, funding, ownership and repayment onto programmable rails.
56
34
79
18,923
マイケル retweeted
One thing we’ve appreciated about @ArcaneGrp is that they really understand DeFi and RWAFi from the user side. We can obsess over building the right underlying asset and the right product, but ultimately adoption comes down to understanding what users actually want and why they would choose to participate. Arcane has that instinct. We’re lucky to have them with us.
The deeper we dive into @DowProtocol, the clearer it is how well e-commerce working capital aligns with onchain finance. We’ve long held that early blockchain adoption will emerge from fast-turning markets held back by clunky traditional finance. Honored to join this journey.
57
40
62
12,950
マイケル retweeted
Traditional lending uses collateral largely because cash flow is difficult to observe. Digital commerce changes that equation. Daily GMV, refund ratios, chargebacks, payout cadence, inventory turns and platform concentration can reveal deterioration long before a quarterly balance sheet does. For the right merchant, the operating account is becoming a better credit signal than the asset register. Dow Protocol's underlying asset servicer underwrites the cash conversion engine itself based on how reliably a dollar of inventory becomes a sale, a settled receivable and ultimately repayment. When those flows can be observed continuously and repayment can be connected to them directly, credit capacity no longer has to be anchored primarily to static collateral. The borrowing base can move with the business.
53
28
62
12,855
マイケル retweeted
The Dow Protocol community is now live on Telegram at t.me/DowProtocol_RWA. Join us for product updates, ecosystem news, and conversations around RWA, stablecoins, and the future of working capital.
54
27
55
12,513
Meandering gently through the floral expanse offers a chance to savor the splendor of the changing seasons. The vibrant blossoms stretching across the landscape stand as nature’s most heartfelt offering, deserving of thoughtful admiration and lasting remembrance.😟A radiant daw
1
Autumn showers carry a distinct poetic allure, where hazy vistas and a tranquil mood, paired with the soft cadence of rain, calm even the most unsettled souls. 🍊 A lamp's glow mirrored on the table adds to the serene ambiance.
A squirrel darts up the tree's bark, halting briefly to scold me before vanishing into the leaves. A smile crosses my face as I ease my pace, taking a second to observe, thankful for these tiny, spontaneous ties to the wild.🚝Pumpkin Soup Puree The puree has a pumpkin taste.
7
On my second day in Athens, I explore the Ancient Agora, an extensive site of old ruins that served as the core of the city in ancient times, where residents came together for political debates, commerce, and social interaction. Meanwhile, the feline dozes off on a plush cushion
3
I step into the shower, slip into my clothes, and run a brush through my hair. Snatching up my bag, I bid farewell to both my roommate and my feline companion before stepping outside. The morning air carries a crisp chill, yet the sun beams brightly, filling me with a sense of p
6
I often say, 'This mirror was once my grandmother's. It witnessed her battles, her triumphs, and her resilience. Today, it observes mine. And someday, it will watch over my daughter's. Mirrors do more than capture our reflections—they reveal our inner spirit, our fortitude, and
As Clara entered, she caught sight of his stare and flashed a smile, easing the window open just a crack to welcome a breeze and the chirping of birds, which brought Milo visible joy. Tidying the wardrobe for summer, she stored away the seasonal items.
3
The last part of the trail climbs sharply, but I've gotten used to it by now, and I keep moving upward with steady strides, concentrating on every single step. My legs ache with a burning sensation, yet I force myself to keep going, mindful that the peak lies just up ahead. Gold
3