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Datacasters
@datacasters
👋🏻 🎩 𝐓𝐡𝐞 𝐎𝐧𝐜𝐡𝐚𝐢𝐧 𝐎𝐛𝐬𝐞𝐫𝐯𝐞𝐫 is an Onchain Report for enterprise web3 teams created by a collective of web3 technologists and creators who value original + data-informed thinking. Issue 1 is out: https://x.com/onchain_brewer/status/1752759605132702128?s=20
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Datacasters
@datacasters
- Not-so-obvious insights on the RWA sector - web3 x financial institutions: who are building in the space, what they’re building and the value it’ll bring - independent review of a useful data tool - tracking token performance by crypto narrative category @CryptoKoryo
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Datacasters
@datacasters
Read in full: https://onchainobserver.beehiiv.com/p/onchain-observer
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Datacasters
@datacasters
a. Not-so-obvious insights on RWAs 🤔 - RWA as a sector saw one of the highest TVL growth rates in 2H23, going from an aggregated TVL of $1 bn and less in 1H23 to between $5 bn to $6 bn in 4Q23.
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Datacasters
@datacasters
- Upon a closer look at growth drivers, we see that a meaningful portion of the RWA segment’s TVL growth was driven by MakerDao’s adoption of RWA for its DAI collateral
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Datacasters
@datacasters
A key insight from @glxyresearch ’s latest detailed RWA report is that a few of the largest DeFi & stablecoin protocols have rapidly moved from having only ~10-20% of their stablecoin collateral share coming from RWAs to as high as 60% in late '23!
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