Pain point addressed by this project: The project aims to provide a complete guide for both the buyside and the sellside interested in leveraging Arbitrum's RWA ecosystem for issuance, securitization and investment.
Having worked with various RWA projects before, a key pain point for potential buyside and sellside interest in RWA is a lack of comprehensive guide material that contextualize projects and their roles, track records and capabilities within a traditional finance framework.
For the sellside interest: they want to understand what each tokenization platform offers in terms of tech, legal and fundraising capabilities.
For the buyside interest: they want to understand how each project manages deal sourcing, DD and risk management processes.
Why I am uniquely positioned to provide this solution? I run CAC Research & Media, a tokenization focused research and media boutique. I write daily on LinkedIn about institutional tokenization adoption trends (https://www.linkedin.com/in/harvey-l-1357a418a/) and have a weekly newsletter focused on the space for over 4,000 tradifi-minded and digital-asset curious audience. (www.cryptoadoptioncurve.com/newsletter)
Having being in the tokenization research/content space since 2020, not only have I seen the ups and downs of the entire industry but I also have hands-on experience working in GTM roles.
From Centrifuge's pioneering collab with MakerDAO in 2020 (https://open.spotify.com/episode/73vrLl2a5AFv0G59Ux3NpW?si=dae18e7395ae4a0d), to the launch of Maple (https://open.spotify.com/episode/0Quqlm19HvWSilAUBuRflj?si=fe194125b20e4556) and Goldfinch (https://open.spotify.com/episode/11CZSNS02y92cnRV6DHf8z?si=9ea0e5ec03eb4465), to the fallout from FTX disaster (https://www.cryptoadoptioncurve.com/post/what-is-crypto-to-real-world-asset-rwa-credit-underwriting) to the rise of tokenized TBills (https://www.linkedin.com/posts/harvey-l-1357a418a_tokenization-digitalassets-banking-activity-7206286563259940864-SoMV?utm_source=share&utm_medium=member_desktop), I have developed a unique perspective and understanding of the the players and adoption trend the space.
I believe my experience both as a researcher and a builder in the RWA space provides me unique insights into how the most important stakeholders think about participating in the onchain capital market enabled through tokenization.
Structure of the Complete Guide to Arbitrum RWA Ecosystem Report
The Report will cover:
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Projects (existing and upcoming) a) What they do: products and services b) Differentiation: markets/verticals focus of each projects, e.g. Brazil agriculture credit vs SE. Asia trade finance
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Track Record a) Comparative study of previous deals in terms of size and category b) Spotlight on key deals or default events
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Full service Capabilities a) Comparative analysis of each project's strength in GTM, fundraising and deal sourcing b) Comparative study on DD/onboarding process and risk management
Complete Guide to Arbitrum RWA Ecosystem History
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applied to the Arbitrum RWA Innovation Grant Program 4 months ago of which the application is still in a pending state