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Datacasters

@datacasters

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Datacasters
@datacasters
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forgot Whatโ€™s your rec for a reliable (mid-plus price range) sushi spot? Doesnโ€™t have to be omakase style. Looking for fresh fish, comfortable seating your fav coffee shop that youโ€™d rec to a friend whoโ€™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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๐Ÿ‘‹๐Ÿป Seeking recs for a short trip to Tokyo and Taipei In particular want to hear your recs for boutique or unique hotels in Tokyo thatโ€™s not too far from a subway station Memorable local eats / restaurants in Taipei
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Datacasters
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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 postโ˜๏ธfor insights
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Sharing a post on highlights from a ๐‚๐จ๐ง๐ฌ๐ž๐ง๐ฌ๐ฎ๐ฌ '๐Ÿ๐Ÿ’ ๐ฉ๐š๐ง๐ž๐ฅ ๐จ๐ง ๐‡๐จ๐ฐ ๐•๐‚๐ฌ ๐€๐ซ๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐  ๐ข๐ง ๐‚๐ซ๐ฒ๐ฉ๐ญ๐จ ๐š๐ง๐ ๐€๐ˆ 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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๐Ÿ‘‹๐Ÿป
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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 ๐Ÿ‡ https://twitter.com/onchain_brewer/status/1752759605132702128
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If our estimate of a โ€œpure-playโ€ 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 ๐Ÿ“ˆ
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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 โ€œcoreโ€ RWA protocols (whose business is primarily in bringing RWAs on-chain). Their combined mc sums up to less than $4 bn as of Jan โ€™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 โ€™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 segmentโ€™s TVL growth was driven by MakerDaoโ€™s adoption of RWA for its DAI collateral A key insight from @glxyresearchโ€™s latest detailed RWA report is thatโ€ฆ
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Some highlights Not-so-obvious insights on RWAs ๐Ÿค” - 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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โ€ฆ - web3 x financial institutions: who are building in the space, what theyโ€™re building and the value itโ€™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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๐Ÿ‘‹๐Ÿป RWA frens ๐ŸŽฉ ๐“๐ก๐ž ๐Ž๐ง๐œ๐ก๐š๐ข๐ง ๐Ž๐›๐ฌ๐ž๐ซ๐ฏ๐ž๐ซ 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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