A Web3 market maker and strategic investor providing capital and liquidity to institutions and builders. Managing Partner: @ag_dwf
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.@AlessiaBaumgar, VP of Ecosystems, shares her outlook on where the market is headed with @Ask_ORO:
1️⃣ On underrated areas:
👉 Beyond the usual conversation around prediction markets and tokenization, Alessia points to yield generation as a space with large growth potential
👉 Blockchain-based identity and global citizenship would require collaboration with governmental entities, and could be an interesting use of blockchain technologies
2️⃣ On institutional adoption:
👉 Adoption is stronger now and is moving independently of price
👉 At a recent institution-focused event in Switzerland, banks showed clear interest, with both major and smaller banks building out digital asset teams
Full episode 👇
ORO Beats Ep. 14 is live.
@AlessiaBaumgar and @katerinaviko are in the room now. Join, drop your wallet in the comments, and walk away with 5,000 ORE Points.
nitter.app/i/spaces/1AKEmmVMZDbKL…
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Since Nov 2024, @HyperliquidX monthly revenue share has grown ~5x to 48%.
In June, the protocol generated 2.4x the revenue of Ethereum and Solana combined.
Since January, Ethereum and Solana’s monthly revenue are down 68% and 19%, while Hyperliquid is on pace to grow 8%.
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The tokenization market consists of 9 main asset categories, with $31B onchain and 50% YTD growth.
US Treasuries lead at $14.79B with deep institutional adoption, and commodities follow with the broadest retail holder base (196K).
Stocks command the most holders overall (347K) on just $1.47B in value.
Capital tends to concentrate in regulated, liquid assets, but only ~$3B of that capital is actually deployed in DeFi.
The 10% that does flow into DeFi has been good business for the protocols that capture it, but the opportunity sits in unlocking the other 90%.
@DWFVentures shares more in their latest research article 👇
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Tokenization is working, but value capture isn't fully functional yet.
$31B in tokenized assets are now onchain with 50% YTD growth, and institutional capital continues to flow into the market.
But only ~$3B (10% of total value) sits in DeFi as active TVL. Top US treasury tokens like BUIDL, WTGXX, and BENJI are estimated to have fewer than 30 transfers per month.
Most assets get minted and held rather than composed and collateralized.
Opportunities exist in solving issues such as: pricing infrastructure for illiquid assets, redemption mechanisms, oracle systems, and vertical integration.
@DWFVentures on the gaps in the stack and where the next value layer gets built 👇
@DWFVentures is always seeking projects to support. If you're building, reach out here: dwf-labs.com/ventures
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"Believe in something" built crypto, "extract from everything" is what's running it right now.
@ag_dwf's article explains what that means for today's market structure as it recalibrates following 10/10 and further TradFi developments.
More below👇
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DWF Labs retweeted
A strong vision gets attention. A strong pitch gets funding.
Cointelegraph Accelerator startups are gearing up for this week's Pitch Practice Session, where founders will receive feedback on market positioning, growth strategy, fundraising, and execution.
Featuring:
• Timothee Semelin, Skynet Trading
• Irem Alp, Web3 GTM Advisor
• Victor R., Bailsec
• Alessia Baumgartner, DWF Labs
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$25 Billion. A new ATH in monthly prediction market volume.
People questioned their longevity after the elections. But they've continued to grow since.
@Kalshi & @Polymarket combined May volume hit 5x the election peak. June is already at $21 billion.
Growth has been driven by sports markets and Kalshi's the dominant player with 72% market share.
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.@AlessiaBaumgar, VP of Ecosystems, shares with @Ask_ORO about all things DWF Labs:
1️⃣ On what DWF Labs is:
"I don't try to put us just in the market maker position or just the investor position. The model spans stages. Investor at pre-seed and seed, liquidity provider as traction builds, market maker for DeFi protocols, later-stage backer when it fits. The role matches where a company actually is in its journey, not a fixed label."
2️⃣ On what earns a yes for project investments:
"The founder's vision matters most. The question is whether what they are proposing can actually be executed. Not necessarily the project in front of them today, since teams often need to pivot, but whether the founder has a proven track record and has executed before. That is a strong signal.
We look for exceptional people."
3️⃣ On the work itself:
"Ecosystem management runs the full lifecycle. Catching up with portfolio companies, guiding them through market trends, and handling listing execution in the background. We need to make sure everything, from the information provided by the portfolio companies to the moment it's listed, is done perfectly."
Full episode 👇
ORO Beats Ep. 14 is live.
@AlessiaBaumgar and @katerinaviko are in the room now. Join, drop your wallet in the comments, and walk away with 5,000 ORE Points.
nitter.app/i/spaces/1AKEmmVMZDbKL…
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The US is the largest market and the global regulatory trendsetter.
@falconfinance's fUSD is built to operate at that standard.
@ag_dwf on Korea Economic TV (한국경제)👇
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Tokenized equities have gone from concept to category in 12 months.
A year ago, tokenized stocks were basically one ticker.
Today: $2.76B across 100+ stocks, up 789% in 12 months.
SpaceX listed on Nasdaq June 12. Same day, it was trading onchain via xStocks and Ondo.
Over $100M tokenized in 4 days. What a time to be alive!
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Financial engineering isn't unique to crypto, it's how every modern market operates.
@ag_dwf on what's happening now👇
The whole financial market is a product of financial engineering, not only crypto, but also tradfi, stocks, commodities, etc etc
It’s not good, it’s not bad, it’s just a stage of markets development, which will end up with a crisis, but until then we have to play this game sell stories, play around narratives and metrics if we want to win. Otherwise your activity is against the trend and you lose.
Brutal, simple, but it’s what it is
Enjoy
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DWF Labs retweeted
1 day to go until TBV Demo Day 14. 🚀
Founders take the stage to pitch in front of top VCs, investors, and ecosystem builders.
If you’re a founder, investor, or just want to see what’s getting built next, this is your sign.
RSVP now 👉 luma.com/tbvdemoday14
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The biggest capital buildout in tech history is being financed by private credit.
The same private credit market that tokenization is built to unlock.
Microsoft, Google, Amazon and Meta are projected to spend roughly $725B on capex in 2026, up 77% from last year's record.
Data centers, chips, power contracts, and the private credit funding all of it.
AI is driving the biggest capital buildout in tech history, yet onchain finance barely touches it.
That gap is the RWA opportunity.
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.@DWFVentures compares Hermes vs. Claude Code vs. Codex CLI vs. OpenClaw in 8 dimensions:
The pattern is consistent across models. Most agents excel at depth, polishing, or ecosystem integration. Hermes trades some of that simplicity for something different - persistent memory.
The tradeoff: more setup and architecture. The payoff: an agent that compounds.
Read more below 👇
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Tokenization solved issuance, but composability is what's still missing.
@falconfinance with the numbers that show the gap 👇
Tokenized RWAs are a $380B market where 92% cannot move.
@RWA_xyz splits it in two: $31.17B distributed and transferable by investors, $349.33B represented, recordkeeping entries that never leave the issuer's system.
Of the part that moves, about $1B works as lending collateral on Morpho and Aave Horizon. Three cents on the dollar.
Perps don't have this problem. $75B traded in one week of May, and Hyperliquid RWA open interest just printed a $3B all-time high.
Either tokenized assets learn to work as collateral, or perps keep taking the order flow.
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Market makers, listings, CeDeFi, and his personal playbook.
Check out @ag_dwf's interview on @TheSujalShow with @SujalJethwani👇
🎙️ The Sujal Show Ep. 14: @ag_dwf – The Man Behind 1,000 Crypto Deals Just Told Us Everything
@DWFLabs founder Andrei Grachev reveals what retail never sees, token listing secrets, his $1,000 crypto playbook, how market makers really make money, and his personal holdings.
We Discussed on @TheSujalShow:👇
- Why he sold most of his mined ETH at $5
- Why retail is the product, not the player
- What DWF is quietly building
- Where to put $1,000 today (his exact playbook)
- Privacy coins like $ZEC: sustainable or hype?
- 3 crypto categories that die in 5 years
- Why 1B+ cap coins won’t 10x
- Why CeDeFi (centralized DeFi) is the next big narrative
- The coin loan model nobody explains clearly
- How exchanges & market makers decide your opening price
- Why most "smart money" wallets on Hyperliquid are only showing half the picture
- How to spot fake volume on any exchange
- Why AI trading agents are "not good”
- 3 altcoins he'd put his own money
- His BTC price prediction for this cycle
Timestamps:
00:00 Intro
01:26 How Andrei got inside crypto's inner circle
03:47 Is crypto really the most manipulated market?
06:43 What market makers actually do
11:12 How market makers make (and lose) money
12:50 The smart money playbook nobody talks about
16:14 His exact $1,000 crypto strategy today
17:54 The FBI fake token sting explained
19:03 Market making vs. market manipulation
21:00 How to spot a fake pump in real time
24:25 What happens before your coin hits the exchange
29:23 The truth about stop loss hunting
35:05 Where DWF is quietly moving money right now
39:04 The $25M Trump token deal & Justin Sun drama
40:11 Rapid fire
He mined ETH at $5. Bootstrapped DWF Labs. Now he’s telling you how the game really works.
Watch now 👇
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Hermes' self-improvement stack runs across four integrated layers: procedural, episodic, declarative, and maintenance.
The result is that the more the agent interacts with a specific environment, the more precise its outputs become.
OpenClaw's ClawHub offers similar concepts through community plugins, but everything is manually written and maintained. Hermes runs the loop automatically.
More from @DWFVentures in the article below 👇
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