Tokenized Real World Asset Landscape and Macro updates | Weekly Research Roundup (May 15 - 19)

Tokenized Real World Asset Landscape and Macro updates | Weekly Research Roundup (May 15 - 19)

A dive into the tokenized real-world asset landscape and macro updates, all in this week's roundup.

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Gm Nansen Explorers,

Welcome to this week's edition of Nansen's Weekly Research Roundup, where we bring you the latest research reports from our team. Lets dive in!

1. Exploring the Landscape of Real World Asset Protocols

With the growing importance of tokenized Real World Assets (RWA), we have developed an RWA Price Index that has outperformed ETH and BTC year to date. The report highlights the increasing interest in RWA debt market protocols such as Maple Finance, Truefi, Goldfinch, Clearpool, and Centrifuge, which offer attractive yields. Additionally, the study focuses on the potential airdrops from RWA protocols, capturing the surge in the tokenization of traditional assets in 2023, driven by notable advancements by industry leaders like Goldman Sachs and Bradesco. Seth provides valuable insights into the market potential of tokenized RWA, particularly for on-chain lenders and investors.

Exploring the Landscape of Real World Asset Protocols 

2. Sell in May..?

The equities market is influenced by the May seasonality trend, typically linked to underperformance, amid a challenging fiscal, lending, and monetary environment. While crypto indicators are less bullish, major corrections are unlikely until post-2023 when US growth falters after depleting households' $1.6 trillion excess savings. US core CPI slows but remains above the Fed's 2% target. The economy has been relatively resilient due to pandemic fiscal support, yet risk assets face negative factors and May's risk-off seasonality, resulting in pricing adjustments across asset classes. Aurelie shares her thoughts on the current macro environment and how that affects the crypto markets. 

Sell in May..?

That's a wrap for this week! We hope you found this content to be valuable and informative. If there's anything you'd like to see in future issues, just let us know. Follow us on Telegram to get notifications when reports go live or head to our Research Portal to get more insights.


The authors of this content and members of Nansen may be participating or invested in some of the protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. Nansen does not recommend any particular course of action in relation to any token or protocol. The content herein is meant purely for educational and informational purposes only and should not be relied upon as financial, investment, legal, tax or any other professional or other advice. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Nansen at any time without notice. Nansen accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content.

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