Datacasters

@datacasters

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70 Followers

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forgot What’s your rec for a reliable (mid-plus price range) sushi spot? Doesn’t have to be omakase style. Looking for fresh fish, comfortable seating your fav coffee shop that you’d rec to a friend who’s into coffee thx!

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Hi all! Anyone has a rec for a memorable boutique or non-chain hotel in Tokyo that is not far from a subway station / can get to central places reasonably quickly Appreciate recs

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👋🏻 Seeking recs for a short trip to Tokyo and Taipei In particular want to hear your recs for boutique or unique hotels in Tokyo that’s not too far from a subway station Memorable local eats / restaurants in Taipei

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This was a thoughtfully moderated panel last week at Consensus with investors who have their ears close to the web3 x AI industry. Rather than categorizing most of web3 x AI to be hot air, let's pay attention to what trends & opportunities are unfolding for this sub-sector See post☝️for insights

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Sharing a post on highlights from a 𝐂𝐨𝐧𝐬𝐞𝐧𝐬𝐮𝐬 '𝟐𝟒 𝐩𝐚𝐧𝐞𝐥 𝐨𝐧 𝐇𝐨𝐰 𝐕𝐂𝐬 𝐀𝐫𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧 𝐂𝐫𝐲𝐩𝐭𝐨 𝐚𝐧𝐝 𝐀𝐈 https://x.com/onchain_brewer/status/1799120050072281371

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Hello any data peeps travelling to Austin TX next week for Consensus - would love to connect! Pls DM if you'll be there Tues - Thurs

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Thanks for the encouragement : ) If there are specific topics you think would be valuable / interesting to cover or is mis-understood and needs better insights, let us know!

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Stay data-curious & subscribe for free 🐇 https://twitter.com/onchain_brewer/status/1752759605132702128

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If our estimate of a “pure-play” sector market cap for onchain RWA protocols is closer to reality - being between ~$4 to $5 billion or less as of early 2024 this implies the room for value appreciation for RWA protocols is massive in the coming few to 5 years 📈

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Another observation - the market cap total for a "pure-play" RWA is not tracked properly Considering the above tracking constraints, we put together a focused list of “core” RWA protocols (whose business is primarily in bringing RWAs on-chain). Their combined mc sums up to less than $4 bn as of Jan ’24.

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Per data from @rwa_xyz the combined market value of issued tokenized treasuries amounted to over $860 million as of early 2024, up by ~$750 million since early 2023.

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..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! - Separately, a 2nd meaningful driver of RWA TVL growth in ’23 came from a rise in tokenized treasuries & bond products starting in 2Q23

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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 A key insight from @glxyresearch’s latest detailed RWA report is that…

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Some highlights 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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… - 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 by CryptoKoryo Read in full: https://onchainobserver.beehiiv.com/p/onchain-observer

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👋🏻 RWA frens 🎩 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: - Not-so-obvious insights on the RWA sector

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Thanks Alex! Forgot to post on this channel let me cast here

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Join other web3 enterprise readers here for free: https://onchainobserver.beehiiv.com/subscribe

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