1/ 🧵 Dune Digest #30 — this week: RWA's special edition
Treasuries: thBILL $100M+, BENJI to BNB, Galaxy multichain fund
Credit/Equities: Grove $50M ACRDX, Maple $4B+, Ondo $300M+, SPXA S&P 500
DeFi: Aave RWA $180M, Centrifuge Stellar/Base, thBILL × Pendle
Adoption: Nest ~200K holders, GAIB $115M, Spiko EUTBL 1.5K+
Infra: Securitize on Sei, XRP Ledger MPT
2/ Treasuries remain the anchor.
@FTI_US’s BENJI expanded to @BNBCHAIN, while @Theo_Network’s thBILL (tokenized T-Bills) hit $100M TVL across @ethereum + @arbitrum and became #1 USD asset in Arbitrum’s DRIP ($82M market size). @galaxyhq teased a multichain money market fund (ETH, Solana, Stellar).
3/ Capital is moving up the yield curve.
Grove deployed $50M into Anemoy’s ACRDX ( @plumenetwork × @centrifuge ). @maplefinance crossed $4B AUM: syrupUSDC at $2.6B AUM / $1.2B loans; syrupUSDT at $636M with its $200M @Plasma vault filled instantly.
@OndoFinance Global Markets passed $300M TVL (ETFs = 61%). @galaxyhq tokenized GLXY on @solana (SEC-registered; holders tripled to 70+). @centrifuge launched SPXA, the first licensed S&P 500® index fund token, on @base ( @wormhole expansion next).
5/ DeFi composability surges.
@aave Horizon RWA market: $180M size (Superstate USCC $56M, RLUSD $54M, Anemoy JTRSY $34M). @centrifuge deRWA expanded to Stellar ($20M into deJTRSY/deJAAA; deJAAA > $1M DEX vol on Base). @Theo_Network thBILL integrated with @pendle_fi for yield trading.
6/ Access keeps widening.
On @plumenetwork Nest: nTBILL & nCREDIT ~100K holders, nALPHA ~200K, nBASIS multichain via @Plasma. Beyond treasuries: GAIB TVL $72M → $115M (GPU-backed yield + USD1 vault), @Spiko_finance’s EUTBL passed 1,500 holders.
@Securitize hit @SeiNetwork with Apollo’s ACRED; @Ripple XRP Ledger’s MPT advancing RWA issuance.
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