Superstate✓

@SuperstateInc

Superstate is a financial technology firm reshaping capital markets. Disclosures: https://t.co/hLBnvGJxoc

646 Following21.9K Followers2K Posts
  1. Superstate✓@SuperstateInc
    1/ Onchain rails make assets faster, more portable, and programmable. But they can’t make a bad investment good. With $300B+ in stablecoins looking for a home, the real question is which assets deserve that capital. Our take:
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  2. Superstate✓@SuperstateInc
    Posts @SuperstateInc
    3/ Why Superstate-tokenized funds? ➕ Credibility: @InvescoUS, @Bitwise, @CoinbaseAM, @ValinorDigital, and more ➕ Utility: USDC rails, onchain collateral ➕ Durability: yield not tied to DeFi borrowing demand ➕ Simplicity: one integration, many venues
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  3. Superstate✓@SuperstateInc
    Posts @SuperstateInc
    4/ Better rails can’t make a bad asset good. But they can make a good asset much better. Superstate tokenizes ~$1B in regulated funds with real onchain utility, with $70M+ already at work in onchain lending markets. Full post:
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  4. Superstate✓@SuperstateInc
    Superstate
    RT @HiltnerJim: what's your best guess on who the next major @SuperstateInc FundOS issuer is? Hint: one of the largest asset managers on the planet launching a daily liquid, investment grade, structured credit fund.
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  5. Superstate✓@SuperstateInc
    What does 1985 have to do with tokenized funds? More than you’d think. The products exist. The distribution layer comes next. @HiltnerJim explains more below. For the full story, read our post:
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  6. Superstate✓@SuperstateInc
    TradFi giants don't need replacing. They need an onchain upgrade. That's FundOS. More:
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  7. Superstate✓@SuperstateInc
    Superstate
    RT @bloccelerate: Robert Leshner (@rleshner), co-founder & CEO of @superstateinc and founder of Compound, joins the BCVC Founder Summit for our panel on who captures the economics of onchain finance. Nov 6 · NYC Request an invite:
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  8. Superstate✓@SuperstateInc
    From near zero to 1.5M addresses in just over a year. Equity markets are being rebuilt, and a lot of it is happening on @solana. We’re helping build that market, with companies bringing their own shares directly onchain.
    Cointelegraph @Cointelegraph
    🔥 LATEST: Tokenized equities on Solana now have a record 1.5M holders.
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  9. Cointelegraph✓@Cointelegraph
    🔥 LATEST: Tokenized equities on Solana now have a record 1.5M holders.
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  10. Superstate✓@SuperstateInc
    The full benefits of tokenization only emerge when the issuer is involved. ➕ Real-time shareholder transparency ➕ Programmable compliance ➕ Direct ownership ➕ Onchain corporate actions ➕ 24/7 markets. That’s how you truly upgrade an equity. Superstate does this.
    Mike MacCana @mikemaccana
    Full page ad in WSJ against tokenized equities:
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  11. Mike MacCana✓@mikemaccana
    Full page ad in WSJ against tokenized equities:
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  12. Superstate✓@SuperstateInc
    The first era of Earn was about APY alone. The next will focus on what makes that rate possible and whether it lasts. Where does the yield come from? What are the risks and liquidity? What happens when incentives vanish? Where Earn goes next:
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  13. Superstate✓@SuperstateInc
    1/ High APY is easy to market. A durable Earn program is harder to build. Today’s Earn program customers care about more than the headline rate. They care about risk, liquidity, and what happens when incentives run out. Earn programs need to evolve.
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  14. Superstate✓@SuperstateInc
    Posts @SuperstateInc
    3/ Not every Earn customer wants the same thing. Some want capital preservation, steady yield, and quick access to their money. Others will accept more risk or less liquidity for higher potential returns. Strong Earn programs need many flavors for many customer tastes.
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  15. Superstate✓@SuperstateInc
    Posts @SuperstateInc
    4/ More investment choice shouldn’t mean more operational complexity. FundOS gives Earn platforms access to regulated tokenized funds through one investment layer, while they control the customer experience. Learn more:
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  16. Superstate✓@SuperstateInc
    Putting an asset onchain is only the first-order benefit of tokenization. Then the fun begins: the asset can move through DeFi as collateral, access liquidity, and plug into new onchain markets. Superstate-tokenized assets are built to do this.
    Blockworks Data @BlockworksData
    Close to $300m in tokenized equities have been deposited into DeFi. @Uniswap leads the pack with around $70m in tokenized equities.
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  17. Blockworks Data✓@BlockworksData
    Close to $300m in tokenized equities have been deposited into DeFi. @Uniswap leads the pack with around $70m in tokenized equities.
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  18. Superstate✓@SuperstateInc
    A fund share doesn't have to do nothing. Holders are deploying USCC on @aave Horizon as collateral to tap stablecoin liquidity while maintaining their fund exposure. Keep the fund. Unlock the capital.
    Jim Hiltner @HiltnerJim
    @aave Horizon (RWA market) has ~$55m @Bitwise USCC currently being used as collateral to borrow stablecoins. Last 30d yield in USCC is ~6% vs ~3.5% borrow rate. plenty room up to the cap for any savvy borrowers/loopers to take advantage of.
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  19. Jim Hiltner✓@HiltnerJim
    Posts @aave
    @aave Horizon (RWA market) has ~$55m @Bitwise USCC currently being used as collateral to borrow stablecoins. Last 30d yield in USCC is ~6% vs ~3.5% borrow rate. plenty room up to the cap for any savvy borrowers/loopers to take advantage of.
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  20. Superstate✓@SuperstateInc
    Superstate
    RT @RayBuckton: .@SuperstateInc USTB and USCC holders can now borrow stablecoins against their fund shares on @aave Horizon. Citi said collateral mobility is one of tokenization's biggest use cases. THE WORLD WILL BE TOKENIZED. 🐘
    Superstate @SuperstateInc
    Tokenization expands where fund shares can be put to work. On @aave Horizon, USTB and USCC holders can use their shares as collateral to access stablecoin liquidity. Regulated funds, connected to onchain credit.
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  21. Superstate✓@SuperstateInc
    Tokenization expands where fund shares can be put to work. On @aave Horizon, USTB and USCC holders can use their shares as collateral to access stablecoin liquidity. Regulated funds, connected to onchain credit.
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  22. Superstate✓@SuperstateInc
    We’ve spent years building the rails for tokenized finance. Now imagine those rails connected to the distribution power of markets. More investors. More access. A much bigger market. @hiltnerjim on why distribution is the unlock:
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