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Aug 26 16 tweets 3 min read Read on X
0/ Exploring how tokenization on Ethereum can reach its full potential.

A guest thread by @carlosdomingo of @Securitize.

2025 will likely be remembered as the year of tokenization.

Today, we’re looking at why that is and how we can accelerate that future. Image
1/ Securitize has been working for nearly eight years to bring tokenized products to market, with the last year proving that tokenization is no longer a theory.
2/ Today, it’s a $26.5B market.

And Ethereum leads:
- $7.5B in tokenized RWAs
- $5.3B in tokenized Treasuries
- 72% market share in onchain Treasuries

It's where institutions are deploying capital.
app.rwa.xyz/networks/ether…Image
3/ RWAs represent the potential for a $20T+ market, but only a small fraction of that is onchain.

Ethereum is the leading blockchain for RWAs by marketcap, but we’re early.

Even 1% market share unlocks a $200B+ opportunity.

You do the math.
app.rwa.xyz
4/ For tokenization to truly reach its potential, it needs to make sense for the investor.

-> Utility is what makes sense to Wall Street.

Asset managers are looking for ways to make their funds more efficient, to solve real pain points their TradFi predecessors never could.
5/ When institutions come to us and see that they can be paid out dividends daily, instead of waiting for their brokerage account to deliver those once every quarter, they immediately see the opportunity.
6/ That's the lightbulb moment: tokenization lets them deliver more value to their customers.
7/ Trillions will be tokenized on Ethereum because it's instant, programmable and always on.

The biggest names in finance agree:
- BlackRock BUIDL $2.4B+
- Apollo ACRED $110M+
- VanEck VBILL $75M+
- Hamilton Lane SCOPE $9.6M+
8/ At Securitize, we’ve tokenized $3.36B+ in assets onchain to become the world’s largest tokenization platform.
9/ We mint assets natively onchain and 68% of that, over $2.3B, is on Ethereum.

Why? Many issuers share with us that Ethereum offers some of the most secure, composable, and censorship-resistant foundations for tokenized financial products.
app.rwa.xyz/platforms/secu…
10/ Dig even deeper into the metrics from @RWA_xyz: Securitize has minted over $537M on @zksync, @Mantle_Official, @0xPolygon, @arbitrum & @Optimism.

When accounting for those, roughly 85% of Securitize’s assets are tokenized on Ethereum mainnet or Ethereum L2s.
11/ Securitize also has five RWAs over $100M, the most of any other tokenization provider.

That includes Apollo’s ACRED, a $110M+ tokenized private credit fund.
12/ And major asset managers continue to bring flagship products onchain, including:

- Hamilton Lane SCOPE: tokenized private credit
- VanEck VBILL: tokenized U.S. Treasuries
13/ Institutions are building here.

Why? For what comes next: utility, liquidity, and composability in DeFi.
14/ From treasuries to credit, and now equities.

Tokenized equities are the next step in bringing real-world financial markets onchain.

With ~$100T in global equity value, the long-term opportunity to anchor these assets on Ethereum is hard to overstate.
15/ We’re still in the earliest innings.

2025 is the year RWAs found real utility onchain.

The infrastructure is here and the opportunity is $20T+.

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More from @ethereum

Aug 13
0/ Autonomous agents are about to become Ethereum’s biggest power users.

Guest thread from @kleffew94 and @MurrLincoln on how a long-forgotten HTTP status code, ‘402 Payment Required’ could unlock a new frontier for Ethereum: agentic commerce. 🧵
1/ Ethereum has wallets.
Language models have tool calling.
What happens when tool-calling models get wallets?

You get autonomous agents, digital entities that can reason, transact, and operate on our behalf. And they’re already here.
2/ Many of us use some form of agents on a daily basis, whether through MCP or pre-defined tool calling.

But they’ve always been broke – they have no access to money – and are unable to pay for API calls, storage, inference, or MCP access without human-in-the-loop configuration.

That’s changing thanks to a long dormant web standard: HTTP 402.
Read 11 tweets
Jul 23
0/ 11 years ago, the Ethereum Whitepaper outlined the vision, purpose, and technical design of Ethereum. Image
1/ The paper suggested the use case of “Decentralized Autonomous Organizations (DAOs)”, or leaderless organizations governed by code.

Now, DAOs aren't just an idea, they're used in production every day. Image
2/ Today, DAOs are integral to the ecosystem:

- $21B managed by DAO treasuries
- 11.8M people holding governance tokens worldwide
- 268.8k decisions made by DAOs

Data from @DeepDAO_io.
Read 9 tweets
Jul 8
0/ How the DeFi Mullet will bring the benefits of Ethereum to billions of real users.

A guest thread by @PaulFrambot from @MorphoLabs. Image
1/ Today, fintech companies own their distributions, but not the financial infrastructure their apps are built on.

They rely on legacy infrastructures that are expensive, inefficient, and difficult to integrate into their backends.
2/ With the ‘DeFi Mullet’, Ethereum helps solve these challenges.

🔹User-friendly fintech apps ‘in the front’
🔹Ethereum DeFi infrastructure ‘in the back’ Image
Read 11 tweets
May 6
0/ the biggest ethereum upgrade since the merge is coming.

and this time, you’ll feel it.

it’s called pectra and here’s why it matters

a guest thread by @binji_x ↓ Image
1/ the merge was for the protocol.

pectra is for the people.

for years, upgrades made ethereum work better.

pectra makes ethereum feel better.

it is ethereum’s glow-up.
2/ so what’s new in pectra?

a lot.

this is where ethereum starts feeling like a modern network:

- fewer clicks
- smarter wallets
- cheaper txs
- cleaner staking

let’s break it down ↓
Read 11 tweets
May 2
0/ Ethereum is for financial market infrastructure: a guest thread by @malekanoms
1/ I recently co-authored a paper with ECB Director General Ulrich Bindseil, exploring how a network like Ethereum has features that represent a leap forward in financial infrastructure and enables financial products that can’t exist on TradFi rails
2/ The features in question are streaming payments, omni-asset settlement, programmability, and disintermediation
Read 18 tweets
Apr 11
0/ You’ve probably heard people yapping about Cypherpunk, but what exactly is it and what is Ethereum’s specific brand of Cypherpunk? A guest thread by @post_polar_
1/ When I’m teaching, I condense Ethereum Cypherpunk into four key values: decentralization, permissionlessness, censorship resistance and credible neutrality.
2/ Decentralisation means power should be distributed as widely as possible among all Ethereum’s stakeholders.
Read 27 tweets

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