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ash · rwa growth
@incyd__
bootstrapping liquidity for rwa · growth @TheoriqAI · onchain allocators · prev @BitfuryGroup @Citibank
567 Following    1.6K Followers
sheeesh it's not only mint/redeem that's frozen the liq is gone from Curve too interestingly someone pulled $1M hours before the freeze
Neutrl has temporarily paused minting, redemptions, and other protocol functions following circumstances affecting protocol reserves. These measures have been taken in the interest of our users, after advice from legal counsel, to preserve an orderly process while the impact is assessed. Users will be provided with a clear and orderly process in due course. Further information on timing, and next steps will be shared as soon as available.
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upd on the telegram hack my old hacked account is now messaging my network with malicious links do not click anything from it. below is what it looks like my real account has my old handle and the same avatar you see here stay safe
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upd my telegram account is still controlled by hackers @TheoriqAI Korea Community channel is also under control of malicious actors along with a bunch of chats owned by my lost account please do not interact to any messages from @incyd handle and groups where they’re an owner
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upd my telegram account is still controlled by hackers @TheoriqAI Korea Community channel is also under control of malicious actors along with a bunch of chats owned by my lost account please do not interact to any messages from @incyd handle and groups where they’re an owner
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somehow institutions skipped deploying into your token and went straight for vacuuming the liq out of it
innovation and the rulebook only look opposed when the thing is built wrong disclosure and transparency aren't a compliance cost you bolt on. done right, they're the architecture are vault curators fund managers? the label was never the point. how the vault is built is who can move assets. who approves what. whether a depositor can verify any of it without trusting our word for it our execution validation framework answers all three by design: → every transaction clears a two-thirds quorum of TEE nodes → checked against a frozen policy set, anything outside it rejected → simulated against the live portfolio before it deploys, not after → NAV, leverage and collateral verified on every action same standard behind our @FordefiHQ partnership, the execution layer our vaults run on build it right and you don't have to choose
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not a headstand a genuine step to make vaults more transparent and reliable @TheoriqAI ships every transaction in alphavault eth and the gold vault through a 4-layer validation framework, with @FordefiHQ policy-enforced mpc signing as the final boundary private key never exists in full. no policy permits curators to withdraw depositor funds we're implementing new primitives faster than the rulebook grows. not to backflip around it, as SEC Commissioner warned last week but to transparently disclose the architecture, show the numbers, and help define the rules
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Proud to have @TheoriqAI as a customer 🤝 They curate tokenized assets into risk-managed on-chain yield, from ETH-native strategies to tokenized gold, with new RWA vaults on the way. Their Q2: 📈 4.85% net APY on AlphaVault ETH and 3.92% in gold terms on Theoriq Gold Vault, every month positive 🛡️ Every transaction cleared TEE consensus, fork simulation, and portfolio checks before Fordefi's policy engine released it 🔐 The key never exists in full, nothing signs blind, and depositor funds cannot move outside policy Execution is the moat in the RWA race 🏁 Full story 👇
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is $spcx a meme or rwa? during our panel last week @perry8888_ raised whether meme and rwa can live together they do. most of the time you can't even tell where one ends and the other begins @SpaceX chart looks nothing like a dcf and everything like a meme the two values behave differently: rwa value comes from fundamentals and sets a floor the asset can't trade below meme value is built on the perception of individual players, which makes it pure momentum meme value has a bad reputation, mostly earned. it's also the best marketing engine an asset will ever have that's what most tokenization is still missing 95% of issued rwa has no volume and no tvl - perfectly wrapped, perfectly compliant, and nothing for a crypto community to bite on a floor with no momentum just sits there you need both
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Yes moving tradfi onchain is the next catalyst for a crypto bull market but the winners will be different companies than the previous cycle based on speculation
is Canada about to take back the lead in asset tokenization? going purely by the count of panels and presentations on the topic this week, the initiative in the room was hard to miss. teams from across the tokenization stack, all showing up in one place the sharpest moment from our panel was a two-word answer to the problem of idle tokenized assets: "do something" that line is the whole next chasm in miniature. getting an asset onchain is step one. making it productive is the actual work great to share the stage with @BiggieonZK ( @zksync ), @dr_zircuit ( @Zircuit ), and @hummusonrails ( @arbitrum ), moderated by @perry8888_ ( @TheBlockCo ) also good to catch up with @halford_martin, @Genia_XBT, @DomCarosa, @MikeBacina, @EricSpivak , @stevenkraft
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we’re kicking off in 30 min
Day 2: Tokenization & Capital Markets - Why It's Working This Time @HouseofZK Our own @dr_zircuit joins @BiggieonZK, @hummusonrails, and @incyd__, moderated by @perry8888_.
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