ERC-7575 made multi-asset vaults viable as collateral. ERC-8161 opens the door for assets that take weeks to settle. Pending deposits and redemptions become transferable, so the redemption queue turns into a position someone else can buy.

A real-world asset issued on one chain tends to stay there. Composability is what lets it work across chains, in lending markets and inside strategies other teams build. More in our report with @LayerZero_Core.

Tokenization only becomes valuable when it connects to the infrastructure people already use. Custody, exchanges, institutional APIs, fintechs, and applications. Over the past few months: - @coinbase selected Centrifuge as a Preferred Tokenization Infrastructure - @KrakenInsto integrated $JAAA into qualified custody - @okx opened access to $deJTRSY and $deJAAA, arriving on @XLayerOfficial - @ground_onchain integrated API access to $JTRSY and $JAAA - @labs_compass made $deSPXA and $deJAAA callable by applications and AI agents That's the direction we're building toward: tokenized assets that plug directly into the markets they're built to serve.

Real-world assets don't settle in seconds or even minutes. When redemptions are first come, first served, the fastest redeemers get the best price, and everyone else takes the loss. Batching the requests gives everyone the same price. More in our blog:

Vault design has been solving one constraint at a time. Asynchronous flows, multi-asset support, bounded discretion for asset managers. Centrifuge is working on bringing it all together into a complete vault offering, so any financial product can run onchain. More soon.

As high-quality funds and real assets move onchain, AI-driven wealth agents are emerging as interfaces for capital allocation. Compass turns an agent's intent into a sign-ready transaction. $deSPXA and $deJAAA, now reachable by a broader set of allocators, human or not.

The US ETF market keeps compounding, and @JPMorgan Asset Management's base case runs to 2030. Only 0.005% of that market sits onchain today. Onchain, that exposure trades at any hour and posts as collateral against a loan. What an asset does after settlement shapes why holders pick it.

Retail demand for tokenized assets is showing up in the weekly data. Holders are growing several times faster than the value they hold, which means small positions arriving in numbers.

CLOs were an institutional allocation for three decades. ETFs brought the asset class to a wider set of buyers. Onchain is where that model goes next. @NickCherney of @JHIAdvisors walks through how that comes together.

Janus Henderson oversees over $500B in assets, and its $JAAA is the largest AAA-rated CLO ETF in the world with $29.67B in AUM. The same strategy was brought onchain by @centrifuge in June 2025. Today, JAAA has $692M in assets across @ethereum, @solana, @avax, @base, and other networks. The two largest holders are @grovedotfinance and @ethena, which hold it as a capital-preserving reserve asset that earns a floating short-term yield of 4.6% APY. JAAA makes up 13.9% of Grove’s assets ($391M) and 6.5% of Ethena’s assets ($251M). Anyone can independently verify the fund's asset-level holdings data using Proof of Asset by @ChronicleLabs. JAAA's usage across DeFi is still growing, but it has several integrations across @aave, @Morpho, and @eulerfinance, while @3f_xyz enables one-click leveraged looping that can achieve a maximum APY of 11.6% when taking the maximum leverage of 10x.

Collateral that sells quickly earns better terms in programmable markets. $JTRSY is covered by @grovedotfinance Basin, a facility committing up to $1B in daily liquidity. A venue holding it as collateral can turn the position into cash on demand. That is what onchain repo markets get built on.

Institutions that never borrowed in DeFi are now accessing credit lines onchain. The next unlock is underwriting that credit with real-world assets. @Benjamin918_, CEO and founder of @CapApp, and @the_weso, CTO, joined DeFi Drip at @rwasummit. - How credit delegation works onchain, with underwriters posting collateral and carrying default risk - The borrower mix arriving onchain: trading firms, payment financing, web2 fintechs - Tokenized RWAs as the next underwriting collateral, from equities to other instruments Watch the full episode ↓

Janus Henderson runs the largest AAA CLO ETF in traditional markets. The same strategy came onchain with Centrifuge in June 2025 as $JAAA, now the largest tokenized AAA CLO fund. $686.8M in AUM across eight networks.

@Benjamin918_ @CapApp @the_weso @rwasummit Watch or listen to the episode + subscribe for more ↓ YouTube: Apple Podcasts: Spotify:

Institutions that never borrowed in DeFi are now accessing credit lines onchain. The next unlock is underwriting that credit with real-world assets. @Benjamin918_, CEO and founder of @CapApp, and @the_weso, CTO, joined DeFi Drip at @rwasummit. - How credit delegation works onchain, with underwriters posting collateral and carrying default risk - The borrower mix arriving onchain: trading firms, payment financing, web2 fintechs - Tokenized RWAs as the next underwriting collateral, from equities to other instruments Watch the full episode ↓

We're partnering with @labs_compass to bring $deSPXA and $deJAAA to the apps, fintechs and agents on their stack, through a single non-custodial API. Offering onchain exposure to real-world assets used to mean a bespoke integration per asset and per venue. Now tokenized S&P 500 and AAA CLO exposure plugs into any venue that wants to offer it to end users. Callable in plain language, returned as a sign-ready transaction.

Traditional companies are starting to tap into onchain credit markets to finance physical inventory. Onchain credit is reaching borrowers with no connection to crypto. @Benjamin918 and @the_weso, CEO and CTO of @CapApp, on DeFi Drip. Full episode tomorrow.

Tokenized assets added more than 200,000 holders in a single week, a jump of roughly 20%, as @RobinhoodApp launched their tokenized stocks. It reflects tokenized assets reaching a mainstream, retail-scale audience through a major consumer platform.

Sweeping idle cash into a money market fund is one of finance's most useful habits. Onchain it gets more powerful: a tokenized Treasury fund can plug straight into stablecoin wallets and issuers, keep balances earning where they sit, and stay usable as collateral across venues. @JusNode, CLO of Centrifuge Labs, on @TokenizedPod:

On @aave Horizon, JAAA works as borrowable collateral. @ResolvLabs built leveraged strategies on it at up to $100M scale earlier this year, and their new primeUSD vault sources leverage through the same market.