RWA Sector Portfolios of Top VCs
The RWA sector has been dominating the market since the recent launch of BlackRock USD Institutional Digital Liquidity Fund
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- $POLYX +200%
- $ONDO + 131%
- $TRU $GFI +100%
Which projects get adopted by BlackRock ?
1
$MKR
- DAI with RWA on Multiple Collateral
- Easy exposure to RWA, earning 15% APY just by staking $DAI
- $SPK is coming soon, DeFi whales are already farming $SPK.
- MakerDao's Endgame is set to launch in summer 2024.
- Endgame = New Brand, New Token
(1:24,000 Redenomination)
2
$ONDO
- $USDY, $OUSG, $OMMF, 3 products with an average of 5% APY
- Most exposure to BlackRock
- "World's first tokenized U.S. Treasuries" that packages BlackRock Treasury ETFs
3
$TRU
- Launched a new RWA lending platform called Trinity
- Crypto loans using tokenized RWAs as collateral
- Launched USD-based $TRI, tokenized T-bill product $tfBILL, yielding up to 15% APY
4
$GFI
- $USDC-based credit lending
- Solid teams, Founders from Coinbase
- Approx. 8% APY
- Low cap RWA
5
$CFG
- RWA Product like loans and US Treasuries,
4-8% APY
- On-chain asset management: Comming soon
- Centrifuge Prime: Comming soon
6
$MPL
- Institutional Lending Platform, up to 15% APY
- New roadmap and product announcements coming March 27th
- Recently expanded to Base eco
- Low cap RWA
7
$CPOOL
- RWA lending Platform, up to 17% APY + $OP Reward
- Recently expanded to MANTLE eco
- Low cap RWA
I hope you've found this thread helpful.
