We are launching the $75M DWF Labs DeFi Fund, focused on perp DEXs, money markets, and yield protocols across @ethereum, @BNBCHAIN, @solana, and @base.
Capital + liquidity + ecosystem support for teams ready to scale.
Prediction markets are thriving commercially, with @Kalshi recently hitting $9B in weekly notional volume, and @Polymarket hitting $3B.
However, the composition of that volume is different from the 2024 election period, when prediction markets first grew in popularity.
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Markets will be 24/7.
The perpification of RWAs is driving that shift. Over the last few months, we've been scaling our capabilities to provide liquidity for these markets.
Today, we facilitate 1 in 9 trades in the category. And we're just getting started.
Our market share on RWA perps exceeds 12%, on some venues we trade more than 40% of the entire volumes.
Currently @DWFLabs performs 1 of 9 trades of RWA perps on centralized and decentralized exchanges globally
Scaling up 🚀
Three tiers lead in demand in the tokenization market:
1️⃣ Credit risk premium (>7%): Private credit dominates, with yield that scales alongside AUM through vertical integration or DeFi leverage
2️⃣ Risk-free rates (3-4%): Highly commoditized yields, mainly competing on
The TCG wave is alive and well.
Volumes have grown 9.3x from $64.4M to $597.7M over the last 12 months.
@Collector_Crypt dominates with 68% market share. It's volume is up 23x year-on-year, hitting $408M in June.
Equities dethroned commodities as the leading category in RWA perps open interest for the first time in June.
Starting the year at $166M, it grew 7.9x to $1.3B. Accounting for 35% of total RWA OI for the month. Commodities was a close second at $1.2B.
The rapid growth has been
Prediction markets hit a new all-time high in open interest this week.
$1.95B across all platforms.
Sports markets are driving the surge but non-sports categories like politics and economics also reached new highs of $837M across @Kalshi and @Polymarket.
Knowing how to take off but not how to land doesn't make you a pilot.
@ag_dwf explains how this logic applies to investments in crypto projects 👇
@Cointelegraph@rkbaggs
Tokenization has a liquidity problem - the assets that would benefit most from being onchain, such as private credit, are the ones with the least secondary liquidity.
Four approaches are emerging to solve it:
1️⃣ Stablecoin collateral wrappers: issuers such as @maplefinance
.@AlessiaBaumgar, VP of Ecosystems, shares her outlook on where the market is headed with @Ask_ORO:
1️⃣ On underrated areas:
👉 Beyond the usual conversation around prediction markets and tokenization, Alessia points to yield generation as a space with large growth potential
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