CFG (CFG)

I just read this and wanted to share a few thoughts, because $CFG is still one of the RWA projects on my watchlist. if you have been following $CFG, Apollo and Janus Henderson were already part of the story, and now NYLIM has joined the list. i would not frame this as one isolated announcement anymore. The more interesting signal is that several large asset managers are now testing tokenization through the same infrastructure layer: @centrifuge from my perspective, tokenization adoption usually goes through 3 stages: – first, institutions test the tokenized wrapper. – then, they test real distribution and operational execution. – finally, they start standardizing around rails with compliance, redemption, liquidity and strong integration capability. Centrifuge is sitting right at one of the most important parts of this process: turning traditional financial products into assets that can actually operate on onchain infrastructure. asset managers need more than a product placed on blockchain. they need infrastructure that can handle fund structure, investor access, redemption, onchain utility and future DeFi connectivity. with NYLIM, RWA is also entering a new phase. the market is moving beyond the early stage of tokenized Treasuries into higher-yield credit products with more diverse risk profiles. – treasuries solve the need for safe yield for onchain capital – private credit opens the door for institutional credit exposure – high-yield corporate bonds bring a new income/risk layer onchain In my view, this shift is quite important. long term, RWA infrastructure will be valued less by the number of products tokenized, and more by whether serious issuers keep choosing the same rails as asset classes become more complex. one NYLIM fund may not change the whole market today, but repeated choices from Apollo, Janus Henderson and NYLIM are making the $CFG thesis much clearer to me. If RWA truly enters the institutional adoption phase, I believe $CFG will be one of the infrastructure tokens the market needs to reprice.

Tokenized RWAs have now surpassed $30B on-chain. Centrifuge already has tokenized Treasuries and AAA-rated CLO products trading inside DeFi through integrations like SushiSwap and Stellar. $CFG still sits near a ~$123M market cap. Why is the market barely valuing one of the earliest protocols turning RWAs into usable DeFi assets? Centrifuge is building infrastructure that brings real-world assets on-chain and makes them usable across DeFi. The protocol focuses on assets such as: • US Treasuries • Private credit • CLOs • Invoices • Supply-chain assets The key idea is composability. Instead of simply tokenizing assets, Centrifuge aims to make them liquid, tradable, and usable as collateral throughout on-chain finance. That differentiates it from many RWA platforms that primarily focus on issuance. Recent integrations with networks like Stellar and LayerZero are pushing that vision further by allowing tokenized assets to move across ecosystems and interact directly with DeFi applications. There are still important challenges. RWAs remain heavily dependent on: • Regulatory clarity • Institutional participation • Deep secondary market liquidity • Continued integration across DeFi Adoption also moves more slowly than in purely crypto-native sectors because traditional institutions typically operate on longer timelines. Supply is not a major concern: • ~577M tokens already circulate • Total supply sits near ~697M • Most future value depends on protocol usage rather than token scarcity At the same time: • No major exploit history surfaced • No public governance controversies emerged • Development remains consistently focused on institutional RWA infrastructure Tokenomics • Price: ~$0.21 • Market cap: $122.2M • Circulating supply: 577.15M • Total supply: 697.16M Always take whatever you read on the internet with a pinch of salt, do your own research, NFA.

$CFG sits 10X away from its all time high in its debut year. Will early investors get their money back? Here are our HONEST price predictions for @centrifuge https://t.co/n5rrz6h32y

BREAKING: $1.5B Centrifuge is bringing tokenized US Treasuries and AAA CLOs to OKX’s X Layer. Expanding onchain access to government debt and institutional credit. https://t.co/LV3hmXCxe6

Centrifuge, in collaboration with IOSG… expanding RWA tokenization in Asia https://t.co/KOvsNUXgnG https://t.co/tuN37Ail70

On-chain credit platform and RWA tokenization protocol Centrifuge announced a strategic partnership with IOSG Ventures, aiming to jointly advance institutional-grade asset tokenization in the Asian region. Centrifuge obtained S&P permission to issue on-chain index funds and is expanding into on-chain equities. IOSG Ventures founder Jocy said IOSG was among the first institutional investors to support Centrifuge in 2021 and has continued to increase its holdings since then; this collaboration will provide traditional financial institutions in Asia with a trustworthy and compliant path to bring assets on-chain. https://t.co/vBD8bUetxI

We’re proud to deepen our partnership with @centrifuge, now extending into Asia. Our conviction here isn’t new. We first backed Centrifuge in 2021, when bringing real-world assets onchain was still a thesis most of the market hadn’t priced in. We joined again in the 2024 round, and we’ve continued to increase our position since, as the institutional pipeline has matured from idea to scaled adoption. That trajectory is why this partnership matters now. Tokenization in Asia has reached the point where the bottleneck is no longer technology, it’s the connective tissue: the capital, the regulatory access, and the distribution that turn institutional‑grade products into adopted ones. Centrifuge has built the infrastructure. IOSG brings the regional network across all three. Together we’re building a single route for Asian institutions to bring assets onchain, from structuring to distribution. This is a long‑term commitment, and we’re putting real weight behind it. More to come over the coming months.