Demether
@DemetherDeFi
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Frictionless access to real world yield - demAI coming soon. Built by a distributed team at RT Labs. Incubated by @hadronfc and part of @chainlink Build
Cross-chain
Joined April 2024
New from the Demether Research Team: “Why Digital Asset Treasuries Matter” - exploring how publicly listed companies accumulating digital assets are shaping the next era of onboarding investors into crypto. Read it here 👇 🔗 https://t.co/na7p0prGFo
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Good morning and happy Monday, everyone. New week, new opportunities to build, learn and further grow. Let’s start the week strong with purpose and positivity!
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Tokenized equities are heating up. @xStocksFi now has 77,000 unique holders, far ahead of @OndoFinance’s 2.2K, even though Ondo still controls ~67% of total RWA TVL. That’s real grassroots adoption and a sign that user demand is catching up fast to institutional dominance.
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This is the final tweet in the thread. Sign up for our waitlist at https://t.co/rEFY0xxEl8 and follow @DemetherDeFi for updates. Explore the full research piece - “Why Digital Asset Treasuries Matter” - https://t.co/na7p0pr8PQ Disclaimer: Educational only. Not financial
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Liquidity & Partnerships: Large on-chain reserves unlock DeFi integrations & market-making opportunities which can further enhance value for shareholders by growing tokens per share.
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Does faith belong in the public square? At Truth & Liberty, we say yes. Follow us for bold conversations about faith, freedom, and family values.
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Capital Markets Arbitrage: When mNAV (market cap/NAV) > 1, issuing shares to buy crypto increases tokens-per-share which, all things equal, grows the investors’ exposure to crypto and creates value.
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Yield & Optionality: Staking-enabled tokens generate incremental returns beyond price appreciation. This is a distinguishing feature over ETFs that either cannot stake or cannot stake 100% of their balances to facilitate redemptions.
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Narrative & Valuation: Crypto adoption attracts attention, speculative flows, and can boost valuation multiples - particularly given Retail investors dominate crypto-related equities.
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Why Companies Adopt DATs Why move a company’s treasury into crypto? Hedge vs Inflation: Cash loses value; it’s expected that digital assets will offer a better long-term store of value. This has been a particularly strong argument for adding $BTC to balance sheets.
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EBF’s SUNDAY New Open Forum - November 9, 2025
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Some hopium! Go $BTC!
last two times us government reopened after a shutdown btc doubled. 2018 +96% 2019 +157% shutdowns freeze spending → reopening releases liquidity → liquidity finds bitcoin. now in 2025, longest shutdown in years is about to end. watch what happens next. you all know what
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Here's the historical stablecoin TVL on TRON blockchain. You know what's remarkable about this? For every major chain there is a huge dip in activity through the crypto bear market. TVL begins to crash from 2022 then dips significantly into 2023 with some level of recovery
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It's been a tough week everyone. Hope you've been touching grass. Next week will be pivotal.
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This chart explains basically everything. The overnight rise of $HYPE $ETH languishing since last cycle The sudden surge of $BNB The evergreen interest in $TRON as an 'everyone favourite' and the incredibly bearish sentiment toward alts. New tokens have their work cut
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Here is how I will help Congress fix itself: - The Budget Bill: Incentivize Congress to actually budget, not just spend and tax, & spend again - No budget by Sept 30th, NO fundraising, NO gov funded travel, NO salary for member & staff, and NO tweeting (one can dream) (2 of 4)
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Wonderful Weekend Flash. 🚨Quick poll for builders out there: Which Weekend feels best? a) knowledge gained 🧠, b) code shipped 👨💻 or c) strategy launched 💡? Tell us below!
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Sometimes its easy to forget that below the $100+ trillion global equity market there is infrastructure facilitating the transactions and reconciliation of massive investment flows. Public market stock exchanges are big business. How big? Trillions. And this is slowly
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🌞 Smarter finance, brighter mornings. DeFAI blends AI and RWAs seamlessly. GM!
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💳 Crypto Card Volume is Exploding Spending with crypto cards is going mainstream - total volume just crossed $376M this month. Leaders like RedotPay, Gnosis Pay ($GNO), RainCards, https://t.co/lZ9RtCcGlG Cash ($ETHFI) and Cypher are driving the charge. Welcome to
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The head image for Michael Burry's profile (aka Cassandra Unchained aka @michaeljburry) reminds me of the White Lotus opening credit scenes right before the music gets chaotic and everything goes nuts $NVDA $PLTR $ORCL $META
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The "stablecoin" boom gave rise to some incredible innovations but - needless to say - a massive compounding of risk factors culminating in $1bn of wipe outs. Yes, PTSD from Terra Luna. Yes, the market will go on. Feels like this is the "other shoe" dropping post $20bn in
Over the past week, Yield Bearing Stablecoins saw their largest outflow since the UST collapse - totaling $1B. Of that, $411 million came from xUSD alone.
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Hello everyone! We’re excited to officially announce that Demether Research is now live on Stocktwits 👉 https://t.co/klpiTby231 Our team shares daily insights on digital asset treasuries, RWAs, tokenized stocks, and institutional crypto adoption. Follow & like to help more
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Why focus on US equities for tokenization? It's simple. The largest, most recognised and innovative companies are captured in the world's largest and most liquid stock market. It's hard to escape their gravity - money flows across the world in themes and markets that
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Updated jmp (w @Henkel_JLuca) 1) Longer-horizon match quality data 2) Extended AI mechanism analysis 👇
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