We help teams use blockchain technology to power a more transparent and efficient future.
Joined June 2023
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Switchpoint Strategies retweeted
Honored to have my essay “A Blueprint for RWA Adoption” featured in the first issue of the ETH Investors Club Quarterly (@EICquarterly).
Congrats to @AlphaLemonade on a high-quality final product, and thank you for including me.
Check it out @ ethinvestorsclub.com.
Switchpoint Strategies retweeted
In @SwitchpointStra’s view, there are three major factors driving RWA adoption right now:
1. Emerging Market Credit Cost Efficiency
2. Interest Rate Arbitrage
3. Supporting Stablecoin Demand
However, they all seem to have reached plateaus for driving growth of the industry.
1/
Switchpoint Strategies retweeted
Announcing our latest research piece!
🔴 The Spectrum of Tokenization 🔵
In this report we dive into different tokenized asset structures we see in the market today along with their implications.
Read it here: rwa.xyz/blog/the-spectrum-of…
Today’s @SwitchpointStra note from @MikeTaormina explores the emerging blueprint for #RWA adoption. Check it out! 👇
1/ #Tokenization is one of the most talked about themes in crypto in 2023, yet traction has been a mixed bag.
How do #RWA projects gain more adoption?
There is an emerging blueprint. 🧵
medium.com/p/27646777fa85
1/ We’re happy to announce the publication of our case study “The First RWA Distressed Debt Opportunity with @goldfinch_fi's $FIDU Token” in collaboration with the team at @RWA_xyz.
1/ Has the RWA market just encountered its first distressed debt opportunity?...
In this thread, we partnered with @SwitchpointStra to dive into why Goldfinch's $FIDU currently trades ~26% discount to NAV 🧵
3/ We’re fans of what @goldfinch built and think there’s a unique cocktail of circumstances that make diving deep into $FIDU worthwhile. Structured lending & securitization will benefit from tokenization and digital rails, and we’re in the early innings of that transformation.
4/ To learn more about what we do, check us out at switchpointstrategies.com, or contact us directly on Twitter.
Switchpoint Strategies retweeted
An insightful report by @TheBlockPro__ on tokenization of traditional financial assets (Off-Chain Assets, OCA as they call it, RWA as crypto calls it). The report highlights Intain (#IntainADMIN and #IntainMARKETS) as one of projects driving innovation
1/ We’re excited to announce the launch of Switchpoint Strategies (@SwitchpointStra), a research and advisory firm focused on emerging blockchain use cases that improve the real economy.
5/ We have experience in TradFi (@CommonBond, @libertylending_, @jpmorgan) and DeFi (@indexcoop, @defipulse, @alluvialfinance, @liquid_col). We’ve delivered in various environments, from lean startups to large multinational corporations.
6/ We're therefore uniquely positioned to help teams and companies of all sizes approach the emergent themes of #RWAs and #tokenization. Please feel free to reach out here or via the contact form on our website to learn more.
switchpointstrategies.com/
Switchpoint Strategies retweeted
Everyone is talking about tokenized treasuries...
..but do we really know how they work legally, technically, and financially?
xitter.cf/rwa_xyz/status/1678818…
Announcing Tokenized Treasuries Analytics! 🏦
Today we're excited to publish the most detailed treasuries dashboard along with an industry-first research report by @jackchong_jc
We cover the legal, financial, and technical nuances of 10+ products for asset allocators 🧵 👇
Switchpoint Strategies retweeted
TradFi views Crypto suspiciously: It’s a scam. It’s a Ponzi.
Crypto views TradFi suspiciously: The system is broken.
There are legitimate critiques both ways.
The magic is in combining the best of each.
That looks like: Tokenization + legal frameworks + rule of law.
Switchpoint Strategies retweeted
Think blockchain is all about digital currencies? It's time for a rethink.
With tokenization of everything from buildings to gold bars, the financial world is starting to sit up and take notice.
trib.al/w9Hsxpd