On-chain research & DeFi analyst | ex-@Deloitte Consultant | @Crediblefin Advisor

On-chain
Joined August 2020
My take on the partnership between @redstone_defi and @Brickken: 1. T+0 settlements via Settle could bring the most value to Brickken's ecosystem. Price feeds and credit ratings are offered by multiple providers, but turning T+N settlement into T+0 liquidity addresses one of RWA's biggest pain points. Brickken has supported over $660M in tokenized assets, spanning equity, real estate, and energy. Many of these asset classes are traditionally illiquid, with lengthy redemption cycles. RedStone Settle uses solvers to provide immediate liquidity, while solvers take over the positions and handle redemption. If executed well, this could unlock more Brickken assets as collateral in defi lending markets. 2. Expanding agent-ready RWAs on Brickken Brickken already offers APIs, an MCP server, and SDKs that allow AI agents to interact with tokenized assets. RedStone adds three key infrastructure components: - Pricing to determine asset valuations. - @CredoraNetwork to assess credit risk. - Settle to support exits and liquidations. Together, these components could help AI agents move beyond executing transactions toward managing RWA positions autonomously. 3. An institutional moat is taking shape RedStone is expanding vertically across pricing, risk, and settlement rather than competing solely as an oracle provider. Through Brickken, RedStone gains an opportunity to integrate all three layers with asset issuers from the tokenization stage. As issuers and lending markets adopt the full stack, switching costs could rise, making the infrastructure harder to replace. imo, that's where RedStone's long-term institutional moat could emerge, with Settle as its strongest differentiator.
NEW: @Brickken, a tokenization platform with 150+ clients and $660M in tokenized assets, has selected RedStone as its data infrastructure partner. Brickken-issued assets can now access the full RedStone stack: feeds, T+0 settlement via Settle, and @CredoraNetwork risk ratings, the data layer to enable work in DeFi for RWA's.
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Tokenized stocks on @base are finding more use cases in DeFi. 3% USDC incentives to boost tokenized stock deposits on @aave V4 $1.2M in collateral from @superformxyz, bringing automated carry trade strategies to retail users. 🧵,
Aave DAO has approved incentives for the Coinbase Tokenized Stocks market on @base. Tokenized stocks are only available in eligible jurisdictions outside of the U.S.
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Aave DAO approved 3% APY in USDC rewards for eligible tokenized stock deposits, distributed via @merkl_xyz. Since early October, nearly all deposit growth has come from stock collateral, right as the incentives rolled out. An early sign the program is helping attract more stock collateral to V4.
Coinbase Tokenized Stocks on @aave V4 on @base now earn 3% incentives. Borrow $USDC against them at a rate capped at 3%, and get paid to hold leverage. Explore here: pro.aave.com/
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For retail stockholders, @superformxyz offers a more hands-off way to access these opportunities through tokenized stock carry trades. Here's how it works: 1. Superform wraps Coinbase tokenized stocks into SuperStocks. 2. When users deposit their stocks, Superform automatically supplies them as collateral to aave coinbase stocks V4's Hub, borrows USDC, and deploys it into defi yield strategies to capture the spread. 3. Superform handles LTV management, debt monitoring, repayments, and unwinding positions when needed. 4. Users maintain their stock exposure while earning the remaining yield spread after a 20% fee. Superform has 8 SuperStocks integrated with the Coinbase Stocks V4 Hub, contributing over 10% of total stock collateral, or around $1.18M.
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Defi Jonaso ❖ retweeted
🤝 Paid partnership
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Defi Jonaso ❖ retweeted
By March 2026, tokenized RWAs had grown more than 5x in a year, with private credit alone at ~$4.6B. Yet only ~$2.8B of the ~$28.6B market was deployed in DeFi. New research from @LaserDigital_ points to four structural risks behind that gap. 🧵⬇️
Only around $2.8bn of a roughly $28.6bn tokenised RWA market is deployed in DeFi. Our new research on what institutional fixed income needs on-chain: laserdigital.com/latest-insi… Professional and institutional investors only. Capital at risk. laserdigital.com/marketing-d…
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Defi Jonaso ❖ retweeted
Six @plumenetwork Nest vault feeds are live on Ethereum. RedStone now pushes NAV onchain for nOPAL, nALPHA, nBASIS, nFALCON, nONRE and FACTOR Live on @pendle_fi and @MorphoLabs.
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Defi Jonaso ❖ retweeted
OTC Desk on Pareto | Potential use case #4 @3f_xyz turns leverage on tokenized RWAs into a one-click trade - including the @FalconXGlobal Credit Vault on Pareto. Getting in is fast. Getting out waits for the RWA to redeem. For FalconX positions, OTC Desk can shorten that wait. 🧵⬇️
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Defi Jonaso ❖ retweeted
.@aave’s net income went up every month of Q3, from $1.1M in July to $1.6M in September. Net margin moved the same way: 18.2%, then 21.8%, then 23.8%. Most of that came from lower costs. Expenses were down $7.0M (-32%) on Q2, mainly because Q2 included a one-off $5M upfront payment to Aave Labs. $4.0M in net income for the quarter, +49.7% vs Q2 (excl. DeFi United). Full Q3 report ↓
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Defi Jonaso ❖ retweeted
🤝 Paid partnership
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You want yields? Points? Giga-brain farming strats? A place where both yield and points farmooors can enjoy the treat! It's time for Yield Collective No. 59 Bring your wallet, let’s eat 👇
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ngl, keeping up with hundreds of sanctions lists is a headache for defi teams. so @redstone_defi built a Sanctions Oracle that lets protocols screen wallet addresses against 463 sources covering OFAC, UN, EU, and other sanctions lists through a single onchain check. protocols can query the oracle during a transaction and revert if an address is flagged, embedding sanctions screening directly into the execution flow. updates are pushed onchain weekly with a timestamp, so protocols can set limits on how old the screening data can be. the contract also uses the same interface as Chainalysis’ sanctions oracle, simplifying integration for protocols already using that interface. potential use cases include: - stablecoin issuers - tokenized funds - lending protocols - permissioned pools imo, the key shift is making sanctions screening part of how a protocol operates. for institutional, that means access rules can be enforced directly by smart contracts at execution time.
Regulators and institutions want digital assets with built-in sanctions screening. We’ve launched RedStone Sanctions Oracle, which checks wallets against 463 sources covering OFAC, UN, EU, and other lists, with weekly timestamped updates. Integrate with a single line of code.
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Defi Jonaso ❖ retweeted
Pretty comprehensive report dropped by @redstone_defi x @FourPillarsFP x @AleaResearch at @TokenizeThisNYC SG around the current state of tokenised stocks. Beyond the headline figures, the report dives into the evolving market structures, issuer dynamics + the growing role of DeFi in shaping onchain equity markets. Here are some key takeaways I found particularly interesting 🧵
Tokenized stocks total $3.17B+ in onchain value. Only 2.6% of that is used in DeFi. Read our latest report with @FourPillarsFP and @AleaResearch, revealed at @TokenizeThisNYC Singapore edition, to learn why. Features insights from: @Securitize, @DinariGlobal, @SuperstateInc, @extendedapp, @lista_dao, @JupiterExchange, @CredoraNetwork.
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Defi Jonaso ❖ retweeted
Regulators and institutions want digital assets with built-in sanctions screening. We’ve launched RedStone Sanctions Oracle, which checks wallets against 463 sources covering OFAC, UN, EU, and other lists, with weekly timestamped updates. Integrate with a single line of code.
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Defi Jonaso ❖ retweeted
Aave V4 is starting to look like a market factory. $1.38B in deposits and nearly $420M in active loans are impressive, but the more important story is V4's expansion into different types of credit markets. 🧵,
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