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.

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