LFJ.gg
@LFJ_gg
The most CRACKED fee machine in crypto. Public PropAMM (POE) + Ultrasound DLMM with hyper-efficient trade flow & fee capture on Monad + Avalanche.
5 Following 357K Followers
In February 2027, South Korea's updated Electronic Registration Act takes effect, and tokenized securities become a legally recognized form of securities.
The Korea Securities Depository is building their new system on Avalanche as one of the ledgers it will connect to.
A public blockchain being used for real market infrastructure.
Show more
1 of every 8 dollars in tokenized assets are now being put to work onchain.
Of the $33.8B in tokenized RWA, $4.2B now sits in DeFi applications according to DefiLlama.
That grew by about $370M over the last month with growth primarily driven by tokenized private credit deposits into onchain lending markets.
Each dollar that moves from sitting in a wallet to working in an application makes the case for tokenization a little stronger.
Show more
Every secured loan carries a huge cost: the collateral behind it stops earning while it is locked.
On #Avalanche#, that trade-off is starting to go away for some institutions.
Lynq, a settlement network operated by SEC-registered broker-dealer tZERO Securities, now lets clients lock tokenized Treasuries as collateral for loans and trading margin while the interest keeps accruing.
Finally one dollar can do two jobs at once. This is what tokenization is all about.
Show more
Most people hear "tokenized assets" and think only of stocks. But their is a much bigger story quietly growing in the background.
Of the roughly $34B in tokenized assets onchain, about half is government bond and money market funds. $12B of gold and private credit come next, and stocks are the smallest piece at around $5B.
Show more
A few years ago, tokenized assets were mostly crypto startups experimenting onchain.
Today the issuers include BlackRock, Franklin Templeton, Apollo and Janus Henderson, some of the most careful money managers in the world.
This isn't being done in the pursuit of novelty. A token settles in seconds, moves at any hour and plugs into other software.
That is a more versatile way to manage assets, and that is the story worth following.
Show more
The LFJ team is staying on top of security. As attacks pop up more often across the space, LFJ is taking this moment to run additional checks across operational security, dependencies and services.
LFJ has a strong track record of security and has NOT been affected by any recent incidents.
Nothing has changed on your end. The team continues our focus on what is most important: keeping users as safe as possible onchain.
Show more
Tokenized stocks are past the issuance stage.
Over 5,000 tokenized stocks and ETFs exist today across BNB Chain, Ethereum, Solana and Robinhood Chain.
But only a small share trade with real depth. Liquidity is the part still being built, and it will decide how far this market grows.
Show more
Traditional accounts were built to hold assets, not to use them. A stock that used to sit idle in your brokerage account is now a fully programmable, versatile asset:
→ Borrow against it without selling.
→ Move it anytime to another wallet or app in seconds
→ Hold stocks, stablecoins, gold and treasuries all in one place.
→ Plug it into any protocol that accepts it, with no account to open and no approval to wait for.
Ex) Lend stocks on Morpho and borrrow stablecoins. Use those stablecoins in DeFi or to build further positions.
That's the real shift tokenization brings, more than price exposure.
The asset hasn't change. What you can do with it has.
Show more
Stock market closes on Friday. Tokenized stocks don't.
Weekend news now gets priced in before Monday's open, and onchain holders capture the full flexibility.
See the price move first. Sell your position first. Buy in first. Only onchain.
Show more
US treasuries used to stay inside banks and brokerages.
Now over $6.9B in tokenized treasury funds sit onchain, earning yield in a wallet instead of an account.
More safe yield onchain means more DeFi possibilities.
Show more
Tokenized stock holders up 14% in 30 days while trading volume is down 75%.
People aren't flipping their onchain stocks. They're holding them.
RWA is a flight to stability onchain. Where onchain investors can once again hold and believe in something.
Show more
What are you buying when you by an RWA onchain?
The vast majority of tokenized stocks are wrappers. In essence, an issuer buys the real share, holds it with a custodian, and sells a token that tracks its price.
But there is one exception: @Securitize, the firm that tokenizes funds like BlackRock's BUIDL issued their NYSE-listed shares (ticker $SECZ) directly onchain.
Native issuance on Avalanche and Solana for this ticker means owning the token is owning the share itself.
This will kickstart a new path for RWA's onchain.
Show more
Stocks, gold, treasuries and credit, all in one wallet.
Bringing traditional finance onchain offers entirely new ways to interact with these assets for more people than ever before.
Start thinking long term: this is a new trend that will continue to grow for decades to come.
Show more
Avalanche now holds $1.6B in tokenized real-world assets, the fifth-largest chain for RWAs.
Funds, stocks, credit, and more issued by multiple TradFi firms.
TVL in this category is 294% larger than October of last year.
Show more
Gold used to mean a vault, a dealer, and a minimum order.
Now $4.77B of it sits onchain, divisible to the gram and movable in seconds.
Gold moves faster than ever onchain.
The same stock can have multiple tokens onchain.
Different issuers, different chains, different prices. Picking which to hold is a decision in itself.
Fragmented liquidity and fragmented experience for users. The next major push in RWA will need to close this gap.
Show more
Traditional markets and blockchains are merging.
Stocks, treasuries, gold, and more. All moving onchain.
$3.45B in tokenized stocks alone held by 4.4M addresses (Source: @RWA_xyz).
RWA still in the early innings.
Higher.
Show more
A fresh week of POE incentives is LIVE.
Deposit now to automatically begin earning incentives via Merkl + fees generated by the PropAMM vault on LFJ.
POE Vault rewards are now delivered via @merkl_xyz.
With the MON/USDC vault hitting an all-time high 14.85x volume-to-TVL ratio this week, POE yield is being boosted even further with a fresh round of 10K $MON in daily rewards.
Deposit now to automatically begin earning incentives via Merkl + fees generated by the PropAMM vault on LFJ.
Show more
