with @travisfont 🤓 - DeFi Advocate - Blockchain Researcher - Tokenomics Analyst Finding metrics and data 🌍⛓️
Luxembourg
Joined January 2018
- Tweets2.8K
- Following1.1K
- Followers141
- Likes872
Inside the Blocks ⚛️ retweeted
$15B+ in tokenized US Treasuries, sorted by chain.
Ethereum still leads, but Stellar 🐘, Solana 🐘 and Avalanche 🐘 are all carving out serious share.
The treasury market is going onchain and our members are right in the thick of it.
Inside the Blocks ⚛️ retweeted
For the FIRST time in history, $ETH is now on track for 3 red quarters in a row.
RIP altcoin holders.
Inside the Blocks ⚛️ retweeted
gm RWAers.
The hot topic so far is tokenized stocks.
Tokenized stocks come in various models (CEX version).
> the token is the stock
> the token is a wrapper backed by an underlying stock - this is the model on many centralized exchanges like @krakenfx, @Bybit_Official, and @Gate (all tokenized stocks on these platforms are
issued by @xStocksFi)
> tokenized stocks by @binance is in-house, meaning that you tokenize the underlying yourself on the @BNBCHAIN.
The infographic below explains it better.
Inside the Blocks ⚛️ retweeted
The market cap of tokenized ETFs is at an all-time high of $437.6 million, led by @ethereum with 73.9% market share.
Inside the Blocks ⚛️ retweeted
BlackRock, Janus Henderson, Active hedge fund strategies, Asset-backed and aviation credit.
This is what's live on @avax right now.
Inside the Blocks ⚛️ retweeted
Most people still think the future of digital money = stablecoins.
That’s incomplete.
The bigger transformation is happening quietly inside the banking system.
While stablecoins dominate headlines, tokenized bank deposits are already moving trillions of dollars annually through financial institutions.
Why does this matter?
Because we are likely moving toward a 3-layer on-chain monetary system, not a winner-takes-all model.
1. Stablecoins → “Money in Motion”
Optimized for speed, programmability, and global accessibility.
They work well for:
• cross-border transfers
• remittances
• payments in underbanked regions
• crypto-native settlement
But stablecoins have limits:
• concentrated issuance (mostly USD)
• regulatory pressure
• limited institutional adoption
• banks lose deposits when customers move capital into third-party issuers
That last point is important.
When someone converts bank deposits into a stablecoin, banks lose part of their funding base and, more importantly, the customer relationship.
2. Tokenized Bank Deposits → “Money at Rest”
This is the underappreciated story.
Instead of replacing bank money, banks are tokenizing their existing deposits on blockchain rails.
Same regulated deposit. Same balance sheet.
Different infrastructure.
This gives banks:
• faster settlement
• programmable money
• atomic transactions
• lower reconciliation costs
• 24/7 transfer capabilities
Without giving up deposits to external stablecoin issuers.
This is why major institutions are investing heavily here.
JPMorgan, Citi, BNY and others are already running pilots or live systems.
Some estimates suggest tokenized deposits already facilitate $4T+ annually, massively larger than stablecoin payment activity.
3. CBDCs / Tokenized Central Bank Money → “Settlement Money”
Still early.
But this layer matters because it solves something stablecoins and commercial bank deposits cannot:
final settlement without counterparty risk.
Banks can move value between themselves, but true global interoperability ultimately requires a neutral settlement asset backed by central banks.
That’s where wholesale CBDCs could fit.
The key insight:
The future is probably coexistence, not replacement.
Stablecoins for movement.
Tokenized deposits for institutional liquidity.
CBDCs for final settlement.
This mirrors how the financial system already works today — just rebuilt on blockchain infrastructure.
The real disruption isn’t “banks vs crypto.”
It’s the gradual migration of the monetary system itself on-chain.
Read McKinsey’s thoughts on the emerging architecture of on-chain money: mckinsey.com/industries/fina…
Inside the Blocks ⚛️ retweeted
Some recent crazy RWA statistics.
@avax RWA transfer volume up 11,700%
@plumenetwork RWA transfer volume up 1,100%
@StellarOrg RWA transfer volume up 317%
@Securitize RWA transfer volume up 250%
All of they guys here are proud members of the @RWAFoundation_ 🐘
Inside the Blocks ⚛️ retweeted
The mistake is treating @cosmos SDK adoption and $ATOM value capture as the same thing.
Corporate chains are not going to YOLO onto the Hub. They want their own chain, their own rules, their own permissions, their own legal comfort.
That is where Cosmos SDK shines.
Ethereum is now wrestling with what Cosmos already lived through:
valuable activity can happen around the base asset without paying the base asset enough.
Stack adoption can be real AND Hub / $ATOM value capture can still be missing.
The Hub does not get to tax sovereign chains.
It has to earn the flow.
🫡
Reading replies to the comparison one thing really distinguishes $ETH from $ATOM:
Ethereum has very strong community and believers and this matters the most in this memetic industry.
The worst is apathy: when one criticizes an asset and no one cares.
Ethereum is not here.
The main counter-arguments mentioned in the comments:
- ETH dominates DeFi TVL, RWAs, L2 capital. ATOM never had that scale.
- ETH is gas, collateral, staking, treasury, ETF asset. ATOM was just staking + governance.
- BlackRock, Robinhood, Wall Street back ETH. Cosmos never escaped crypto native ppl.
- L2s exist because of demand overflow, and L1 still gets value back through blobs and security.
- ETH has Lindy and the largest dev mindshare.
All fair points about Ethereum as a platform. Taxing L2s, increasing txs to the L1 would flip $ETH narrative quickly.
Tbh I still hold some ETH and want it to succeed.
The future dominated by corpo slop chains isn't what excites me.
Inside the Blocks ⚛️ retweeted
The chains building toward real-world asset use cases are already on Cosmos.
- Injective has become one of the largest venues for on-chain stocks and is bringing the $200b music IP industry on-chain with Musicow.
- Figure went public in September 2025 and now holds more than $15.3B in tokenized assets on Provenance, becoming the prime RWA ledger.
- Polygon Payments, Cronos, Lombard, and Stable are adding tokenized rails and innovating on payments with tokenized assets and stablecoins.
Big news for the Cosmos Hub community and the ecosystem ⚛️
Cosmos Labs is acquiring @mintscanio.
Select team members are joining the Ecosystem team to accelerate the Cosmos Hub roadmap and steward the infrastructure the ecosystem runs on, including Skip:Go, IBC Eureka, and Mintscan.
Inside the Blocks ⚛️ retweeted
Corporate Bitcoin Adoption Q1 ‘26:
- 187 Companies
- 1.15 Million Bitcoin
- $77 Billion in Total Holdings
Inside the Blocks ⚛️ retweeted
RWA growth continues to exceed my expectations
we can break it down in 3 charts to see the growth, which categories and which products/issuers are winning most. The things that standout most to me:
the headline: tokenized RWAs added $15B+ YoY. Up 161%. Nothing to scoff at.
The biggest surprise (to me) is how big onchain gold has become. Second largest growth category on an absolute basis (+$4.1B YoY) and the fastest growing on a percentage basis (+293%).
Both Tether and Paxos each added nearly $2B to their tokenized gold products over the past year.
Also impressed to see how quickly Circle scaled their onchain Treasuries product
Inside the Blocks ⚛️ retweeted
Cosmos / IBC may have a real shot at institutional interoperability as a service.
That’s the opening @BPIV400 is pointing at.
There are two bets here:
1. Can Cosmos / IBC become useful plumbing?
2. Does that usefulness actually route value to $ATOM?
The first is starting to look legit.
The second is still vibes.
🫡
Inside the Blocks ⚛️ retweeted
According to @coingecko's latest RWA report:
Tokenized RWAs have more than tripled since 2025, hitting $19.3B by Q1 2026.
Treasuries lead the surge, driving over half the growth.
RWAs now equal 6.4% of the stablecoin market.
Still bearish huh?
Inside the Blocks ⚛️ retweeted
The performance problem in institutional blockchain deployments usually shows up after the engineering team has spent hefty man-hours on a project.
48% of institutional decision-makers have experienced issues with performance in DLT solutions. That's why technical performance ranks #2 as a requirement, just behind security.
Inside the Blocks ⚛️ retweeted
IBC is entering the $190 T cross-border payment market. 🏦
Project Pax (backed by MUFG, SMBC, and Mizuho) is building a settlement platform using Cosmos IBC.
They're integrating it directly with Swift infrastructure.
It’s currently in the POC phase, but the goal is to use regulated stablecoins and IBC to bypass slow correspondent banking.
Cosmos technology is wanted and loved by the biggest banks, but in all of this, there is still no clear place for $ATOM.
Inside the Blocks ⚛️ retweeted
Crypto cards now are where prediction markets were in June 2024.
There are roughly 500M-600M crypto owners worldwide. Eventually, most of them will need their magic internet money for paying rent.
P2P is broken. Offramping to banks is a legal nightmare.
Crypto cards & neobanks are the most seamless and secure way to offramp and instantly spend your crypto.
This is a trillion-dollar gap that has to be closed.
I can see this number easily 10x in the next 12 months.
Inside the Blocks ⚛️ retweeted
⚛️ Cosmos chronicles 📰
🔎 Discover the latest developments and opportunities in the Cosmos network! 🌎
📣Spread the news! 🗞️
🔔Stay informed and updated!
🎁Donation: cosmos1edwj9fhuugzggcv5magm9j4vnur4hzsfh7upu8
1⃣ @BZEdgeCoin announces the successful launch of BeeZee Network v8.1.0 on mainnet, with thanks to validators for their timely support.
The network is now running an audited version, which is a key milestone for improving the security and stability of the project.
2⃣ @THORChain announces expansion of bRUNE staking limit from 50,000 to 2 million, greatly facilitating access to yield from the network. bRUNE, powered by RujiraNetwork, offers liquid staking of RUNE for node bonding, allowing for easy earning without direct node management.
3⃣ @SphinxProtocol invites followers “Sphinxors” to read an article about the project and its innovations in on-chain commerce: xitter.cf/SphinxProtocol/status/…
4⃣ @oraichain announces the ability to track Vault Share tokens in real time (price, position and exposure) directly in OWallet.
Specific vaults supported: Golden Rhythm (G-USDC), XAU Alpha (xauUSDC) and Polymarket Vault (polymarketUSDC) on the Arbitrum network.
5⃣ @cryptodungeonma promotes a free browser RPG game Dungeon Games with real rewards in $DGN token, no paywalls and mechanics such as building, recruiting, raiding and conquering.
The game is part of Dungeon Chain – a blockchain ecosystem of Cosmos, focused on Web3 gaming with fast transactions and Cosmwasm smart contracts.
6⃣ @NUVAFinance announces the unlocking of real-world assets (RWAs) from the @provenancefdn
for DeFi on Ethereum and Base.
Users deposit USDC into vaults, receiving liquid nvAsset tokens with real-time income accrual from assets like HELOCs, insurance, and stablecoins.
NUVA, developed by Animoca Brands and Nuva Labs, uses Provenance for provable reserves and aims to make $17 billion in tokenized assets available globally.
7⃣ @Allinbits_inc describes the specific fatigue of maintaining the Cosmos indexer, where the problems come not from the code but from the many small operational bottlenecks such as unstable RPC connections and data.
The linked blog details solutions for the Eclesia Indexer, including using CircularBuffer for block management, streaming large genesis files, and disabling synchronous_commit in Postgres for better performance.
All in Bits recommends a modular design with separate modules for Cosmos components, atomic transactions per block, and automatic MsgExec unpacking for accurate event handling.
8⃣ @RujiraNetwork has reached nearly $5 million in TVL.
9⃣ @Sagaxyz__ presents an update on the final preparations for the reopening of SagaEVM after the exploit, with the network in the final stages of validation. Key components such as ColtProtocol are ready, MustangFinance is undergoing final testing, and bridge support is being added via Squid Router.
Link: xitter.cf/Sagaxyz__/status/20492…
🔟 @lavanetxyz reports that it has surpassed 205 billion relays since inception, reflecting massive real-world usage of its decentralized blockchain data infrastructure.
Over the past 30 days, 589.58M relays have been processed on Ethereum (29 providers), 378.86M on Starknet (13), 204.82M on Solana (6), and 73.99M on Cosmos Hub (18).
1⃣1⃣ @TerraClassic_ highlights whale accumulation in $LUNC, citing rising wallets, ongoing burns reducing supply, and strategic positioning by "smart money" with a call to monitor developments: xitter.cf/TerraClassic_/status/2…
1⃣2⃣ @axelar highlights its clean security record since 2022 mainnet launch, attributing it to a robust architecture designed for cross-chain interoperability across 80+ blockchains: xitter.cf/axelar/status/20494616…
1⃣3⃣ @ShentuChain announces governance Proposal #54 for the mandatory v2.18.0 mainnet upgrade at block height 29,367,500, expected around May 19, 2026 at 13:00 UTC.
Key changes include reworked certifier governance with typed messages, new secondary indexes for efficient certificate queries reducing gas costs, storage migration to cosmossdk collections, and addition of OpenMath certificate type.
1⃣4⃣ @regen_network shares Gregory Landua's forum observation on three independent open-source projects—RegenCoordinate Org-OS, Egregore from Curve Labs/Egregore Labs, and RegenOS + KOI—converging on the same "agent-native organizational workspace" architecture: xitter.cf/regen_network/status/2…
1⃣5⃣ @injective announces the publication of a detailed blog post about Injective Agents, a platform for autonomous AI trading agents that can independently execute trades on Injective.
The ERC-8004 standard creates a persistent on-chain identity via an NFT that stores the agent’s type, metadata, and reputation based on real trading actions.
It offers a 5-minute process for registering and launching an open-source agent, including tools like MCP Server and Grid Trader for real-time orders and automatic fee allocation.
1⃣6⃣ @MANTRA_Chain announced the launch of $stMANTRA, the first liquid staked token for $MANTRA, developed in partnership with Fluxtra.
Holders can now stake $MANTRA to receive $stMANTRA and immediately use it in LP Vaults and RWA Vaults across the ecosystem for added DeFi utility.
1⃣7⃣ @dYdX announces the opening of registration for the first joint RWA trading competition with Voltrade.xyz.
Participants trade $PAXG, $XAG and $WTI perpetuals on dYdX for a share of $5,000 in prizes plus a $50 daily raffle.
The competition runs from April 30 to May 14, 2026, encouraging active trading of real assets on the decentralized platform.
⚛️NFT Spotlights 🌌
1⃣ @StargazeZone warns of the final Starburst raffle on May 1st, with mints of the “Flies” collection by @flarnrules1 not granting entry tickets after that date.
The Cosmos Hub Arrival Event features a 4-week raffle with 400 NFT prizes, where tickets are won by minting selected collections.
“Flies” is an NFT collection featuring cartoon flies, and Stargaze is a cross-chain NFT marketplace that has migrated to Cosmos Hub.
2⃣ @Underworld_NFTs highlights burning another 100 NFTs, reducing remaining mint supply to ~1,800 with only 4 uniques left, including 3 shown as 1/1 prizes in the wallet.
3⃣ @madscientists_x celebrated the second birthday of the NFT project Mad Scientists with 2 years of experiments, madness and science in the crypto space.
The project is active in the Cosmos ecosystem (Stargaze, Osmosis) and includes $LAB tokens.
⚛️Cosmos top 24h gainers
Source $SOURCE 63.5%
Realio Network $RIO 29.7%
Terra $LUNA 11.6%
#Cosmos #News #UPDATE #DeFi #Crypto #CryptoNews #NFT #Airdrop #IBC #CosmosEcosystem #ATOM
Regen Network's @gregory_landua on the Forum:
"Three independent open-source stacks — @RegenCoordinate Org-OS template, Egregore (@curvelabs / Egregore Labs), and Regen Network’s RegenOS + KOI substrate — have arrived at the same architectural shape: an agent-native organizational workspace...."
forum.regen.network/t/agenti…
Inside the Blocks ⚛️ retweeted
RWA is one of the hottest topics of the year
Here is some of the top RWA projects you can check 👇
S-TIER
@MidasRWA ($50M - yield rwa)
@plumenetwork ($30M+ - rwa l1)
@OndoFinance ($ONDO - yield rwa)
@centrifuge ($CFG - credit rwa)
@maplefinance ($MPL - institutional credit)
A-TIER
@goldfinch_fi ($GFI - private credit)
@realio_network Network ($RIO - tokenization)
@tokenfi ($TOKEN - asset issuance)
@PolymeshNetwork ($POLYX - compliant rwa)
@multiplifi ($21.5M - rwa yield)
@SimpleChain_RWA ($15M - asset infra)
B-TIER
@Etherealize_io (undisclosed - custody)
@fhenix ($4M - tokenization beta)
@Reental_co (tokenized real estate)
@blocksquare_io (property infra)
