centrifuge just got selected as coinbase's preferred RWA infrastructure on base. not a launch partner, preferred provider with equity investment and network-level integration. $CFG sits at $174m FDV powering $1.37b in assets across janus henderson, franklin templeton, and wisdomtree products. ondo at $8.3b FDV is an application layer. centrifuge is the plumbing ondo-type products get built on. SEC transfer agent registration, S&P index license, EU passporting across 30 countries. 93% of centrifuge AUM flows through grove finance which just hit $2.58b managed. aave horizon, morpho vaults, and euler are integrating centrifuge assets as collateral, turning RWAs into DeFi primitives. coinbase doesn't need another RWA product. they need infrastructure so every builder on base can launch one. that's the bet they just made at 48x less than ondo's valuation.

We put @centrifuge's $deJAAA on a loop. deJAAA is a token that gives exposure to AAA-rated credit that already earns yield. A yield-bearing RWA can work harder, so we looped it on @eulerfinance: deposit, borrow, swap, repeat. 92 transfers bundled into 1, for about 5 cents of gas. 🔂 The user signs once. We never touch the assets.

Grvt x @centrifuge 🤝 The yield was always there. You just weren't allowed to have it. Until now. Grvt Earn now offers access to yield backed by @centrifuge's JTRSY (Janus Henderson Anemoy Treasury Fund).

Instant liquidity is expanding across Centrifuge funds, with @FissionXYZ now providing USDC liquidity for $HYB, $ACRDX, $JAAA and $JTRSY. For credit, the liquidity gap is significant: $HYB normally settles redemptions in T+3 to T+5, while $ACRDX offers liquidity through a quarterly redemption process. Instant liquidity means holders can access USDC immediately, before the underlying fund redemption settles. That makes longer-settlement positions more practical to finance, use as collateral and redeploy across DeFi, without requiring asset managers to change the underlying fund structure.

Kraken Custody’s 1st RWA (by @centrifuge) is a AAA CLO CLOs like JAAA may generate yield less sensitive to Fed rate moves than a money market fund → Different strategy, different exposure Kraken Custody offers multiple ways to put your assets to work

New RWAs are coming to Monad via @Centrifuge The first are tokenized Treasury bills (JTRSY) and AAA CLOs (JAAA) from Janus Henderson, alongside Apollo’s diversified credit strategy (ACRDX) Investors hold tokenized fund shares with direct claims on the underlying assets and in-kind redemption rights Centrifuge is also launching deRWA wrappers — deJTRSY, deJAAA, and deCRDX — freely transferable tokens designed for seamless integration across the Monad DeFi ecosystem, with 24/7 access and onchain liquidity

THE BLOCK: Grove is deepening its partnership with Centrifuge by taking an initial 37.8 million CFG token position, further aligning Grove's institutional capital-allocation infrastructure with Centrifuge's tokenization platform. The deal builds on an existing relationship that has helped channel capital into tokenized products from firms including Apollo and Janus Henderson, as the tokenized RWA market has grown from $12B to more than $38B since June 2025.

Grove is deepening its long-term partnership with Centrifuge by becoming a strategic stakeholder in the ecosystem. Already an active allocator across $JAAA, $JTRSY and $ACRDX, @grovedotfinance brings institutional-scale capital and deep expertise in onchain and credit markets to the tokenized assets Centrifuge helps bring onchain.