RWA Hidden Gem - Bullish Alpha Part 1.
Blackrock has entered the RWA game, a sector with huge potential & market share but still undervalued. Here are 8 Hidden Gems that will make you regret if you miss them
1. As an Investor, Trong only focuses on 4 main pieces of the puzzle including: Private Credit, Treasuries, Infrastructure & Marketplace.
2. $CFG - @centrifuge L1 EVM acts as a Platfrom Onchain Credit with the best cash flow performance in the Private Credit segment with a loan amount of 294M$.
With Backed voltage stabilizers such as: @fabric_vc, Coinbase Ventures, Galaxy Ventures, IOSG Ventures, BlockTower Capital,...13495
In the context of#RWAprojects that have had a sudden growth, there is only $CFG with the best Active Loans growth rate but no major fluctuations in price => opportunity for you to get on board. .
✅Fundraising: 38.83M
✅MC: 350M
✅FDV: 388M
3/ $GFI - @goldfinch_fi is a Private Lending project, providing loans without collateral (only serving institutional customers).
Standing out with a huge Backed lineup including: @a16z, @IDEOVC, @cbventures,....
$ONDO has BlackRock, $GFI has a16Z :D
$GFI is currently ranked 3rd in the Private Credit segment with a total loan of 107M$ after $CFG & $MPL.
Those who joined after $GFI are also on X4.
✅Fundraising: 37.7M
✅MC: 278M
✅FDV: 444M
5/ $MPL - @maplefinance Rare project operating in both Private Credit & Treasuries segments.
Maple had a great time in the previous cycle with total loans reaching 2B$, but due to the influence of Celsius, they were also affected by bad debt of 53M$.
With Backed voltage stabilizer: @hiFramework, @polychain, CSR, Spartan,...
Their highlight lies in the usecase when allowing holders to participate in staking to share revenue.
Currently $MPL ranks top 2 in the Private Credit segment with loans of 167M & 16M in the Treasuries segment
✅Fundraising: 8.9M
✅MC: 68M
✅FDV: 154M
In the Private Credit segment, Trong will still prioritize $CFG. After $CFG, $MPL will be the next option (if there is a good position) 😁
Due to the character limit, today's post will only be here, everyone. Trong will publish part 2 tomorrow.