James Profile picture
Feb 17, 2023 7 tweets 4 min read Read on X
A small piece on real-world assets on the @DuneAnalytics weekly substack using my RWA tokens dashboard✍️

The dashboard analyses tokens from @centrifuge, @defactor_, @maplefinance, @goldfinch_fi and @OndoFinance.

A quick thread on what Dune wrote about real-world assets🧵👇 Image
1/ One narrative we keep hearing is “real world assets” and how they could be a catalyst for the future growth of crypto and DeFi.

A new dashboard tracks several important small cap RWA tokens:

$ONDO, $MPL, $GFI, $FACTR, $wCFG (wrapped $CFG)
2/ The dashboard shows that while still small, this is a growing category, with holders more than doubling over the past year:

🔹9,623 RWA Token Holders 365 Days Ago
🔹22,285 RWA Token Holders Currently
3/ Over 48k addresses have interacted with these tokens.

The tokens have seen some lively DEX trading activity which peaked in Q1 of last year.

In total they’ve driven over $1B of DEX volume, but have certainly dropped off over the last few months according to the dashboard. Image
4/ So there’s nothing too encouraging happening as far as DEX action, and though token holders have increased over the past year by more than 100% - they’re still relatively small.
5/ There’s a lot of room for growth for these tokens, and if the RWA narrative does play out they could become important assets in the future.

Check out the full dashboard for more.
👉dune.com/j1002/rwa-narr…
Great to see #realworldassets getting attention👏

Read Dune Digest #69 below.

Stories📈
$BLUR drop, #Bitcoin coin days destroyed, NFT mint stats, Blur vs OpenSea, RWA tokens & More

Wizardry🧙‍♂️
@pandajackson42 @hildobby_ @0xKofi @SixdegreeLab

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More from @JxTolan

Mar 3, 2023
Shoutout to @centrifuge for being one of the top leaders in the #realworldasset markets🫡

@BlockTower data has now been added to the dashboard✅

📌dune.com/j1002/centrifu…

Here's some info on the updated @DuneAnalytics dashboard 👇🧵 Image
1/ Over $304M has been originated through the #Centrifuge platform with +1130 assets tokenised⚡️👏

⚠️Dashboard displayed an incorrect +7k assets tokenised yesterday due to an error in the query.
2/ Top 5 Pools in Outstanding Loans📈

1. @BlockTower: +$90M
2. @NewSilverLend: +$15.5m
3. @getREIF: +$8.9M
4. @_Fortunafi: +$7.9M
5. @1754Factory Branch: +$7.4M

Centrifuge is building a better future, they are living in it💪🌏 Image
Read 8 tweets

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