Junie welcomed Tyler Sherwin as the guest expert on real world assets. Tyler introduced rwa.world as a transparency tool for tokenized assets and announced it now lists over 400 projects. He shared the origin story from the TradFi to DeFi community where an Airtable list grew into a database covering 13 RWA categories.
Tyler explained that projects in the database are tagged as live or not launched yet which helps with airdrop hunting. He discussed RWA risks noting proof of reserve via oracles like Chainlink adds credibility while comparing tokenized T-bills to fractionalized real estate. Tyler and Kool reviewed how to spot legit protocols by checking legal claims, custody, regulation, and lessons from the USDC depeg.
Tyler covered fractional home ownership and mortgages highlighting lessons from the 2008 crisis and transparency gains from tokenization. He noted most RWA projects run on Polygon and Ethereum but new chains like Plume, Keychain, and Provenance are emerging. Tyler listed Bitcoin RWA efforts including Stacks, Lightspark, Alpen Labs, Sovryn on Rootstock, and Hermetica USDH.
Tyler and a speaker compared tokenization with NFTs and discussed Larry Fink's framing of the concept. Dave highlighted the EZ A app as an RWA platform on Stacks. Ray Buckton explained Lofty's Wyoming DAO LLC structure that uses smart contracts for each property to achieve legal clarity without triggering securities rules.
0:44:21Bringing tokenized real estate to Web2 users, Fabrica, home equity, Unlock Finance and NiftyFi
Tyler, Ray Buckton and Dave closed with thanks and newsletter details.
1:08:36Project Guardian, and incumbents like the DTCC
1:18:59Keeping a small RWA position compared with meme coins, Kool on Partial
“And our goal is pretty simple. We wanna bring transparency to real world assets.”
⬡⬡ Tyler0:07:11Share on X
“You know, crypto is all about verify, don't trust.”
⬡⬡ Tyler0:18:05Share on X
“one of the greatest evils in the financial industry is the mispricing of risk so that you can dump it on retail.”
⬡⬡ Tyler0:28:22Share on X
“but decentralization is largely a spectrum.”
RRay Buckton0:36:45Share on X
“Deepin and RWA are very much... They're they're cousins, if not siblings.”
RRay Buckton1:08:36Share on X
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Show discussion, not financial advice.
