O2O Capital Partners @O2Ocapital
Connecting Onchain capital markets with Offchain yield. o2ocapital.com Joined August 2026-
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@thedukekim Thank you Duke 🫡 all great momentum for the industry
Our October 2026 RWA Vaults report is LIVE With $20B in TVL, vaults are becoming the default wrapper for onchain asset management, yet most of that capital sits in crypto strategies paying 4-6%, leaving plenty of room to run for yield-generating RWAs >> x.com/i/article/2109…
As promised.. here we go: Vaults at $20B. RWAs taking vaults to $100B DeFi is steadily becoming more RWA focused with fixed-rate lending and looping, tranching, and mobility. Why loop a crypto asset against variable rate spreads that are also completely crypto-correlated when you can lock in duration-matched fixed-rate looping against non-crypto-correlated assets? This is what enables size and scale to flow into RWAs This is the @O2Ocapital thesis. Pls enjoy and reach out as we bring our first products to market 🫡
Our October 2026 RWA Vaults report is LIVE With $20B in TVL, vaults are becoming the default wrapper for onchain asset management, yet most of that capital sits in crypto strategies paying 4-6%, leaving plenty of room to run for yield-generating RWAs >> x.com/i/article/2109…
All of RWA twitter talks about duration and concerns over anything longer than 90 days Let me ask you something: who wants access to a negative duration asset within their vaults? credit asset whose value goes up when rates go up, value down when rates go down. We have access to this. And its non-crypto-correlated
@exk200 First products coming out @O2Ocapital checking all these boxes and more 🤝
One $500M+ @SteakhouseFi vault on @Morpho, two rates: >> Through @RobinhoodApp: about 7% >> Directly onchain: under 4% today Our first vault brief explains why. Sign up to get one every two weeks at o2ocapital.com/research x.com/O2Ocapital/sta…
In case you missed our first vault brief: >> @RobinhoodApp's 7% Earn rate runs through a $500M+ @SteakhouseFi vault on @Morpho >> Lending tops out near 4.8% w/ an incentive covering the rest Sign up for insights every 2 weeks: o2ocapital.com/research x.com/O2Ocapital/sta…
In case you missed our first vault brief: - @RobinhoodApp's 7% Earn rate runs through a $500M+ @SteakhouseFi vault on @Morpho - Almost half of that 7% is an incentive Robinhood pays until July 1st, 2027 Get on the list for a new one every two weeks: o2ocapital.com/research x.com/O2Ocapital/sta…
Loving all the neobank and exchange Earn products.. but we love RWAs more! Some research from our team on @RobinhoodApp's Earn program with @SteakhouseFi and @Paxos and where we see RWAs fit in for future product offerings. Big congrats for surpassing $500M in what seems to be the blink of an eye 📈🤯
Steakhouse USDG just passed $500M. It's the vault behind the 7% @RobinhoodApp users earn on @Paxos $USDG, lent on @Morpho, curated by @SteakhouseFi. - Roughly 1/2 is lending income - An incentive is paid by Robinhood until 7/1/27 Full article below. x.com/O2Ocapital/sta…
@happytokenizing @pgaff_digital Year of the RWA!
This was the warm up. Wait until you how we’re using it to underwrite credit deals and monitor our portfolio assets.
Motion designers are cooked. Asset managers that aren't AI-enabled are next. We gave Claude Opus 5.5 one sentence plus our intro script, and it built our entire company explainer. The prompt: "make a dynamic motion graphics video that shows what an incredible motion designer
@pgaff_digital x.com/o2ocapital/sta…
This was the warm up. Wait until you how were using it to underwrite credit deals and monitor our portfolio assets.
@Davidgek97Q @pgaff_digital Completely agree… luckily we didn’t have to for this one!
@jacksonblau @pgaff_digital Thank you!
$40M TVL, up from $7M in May. Congrats to the @3f_xyz team. We took it for a spin with $50 on USCC and it did exactly what it said it would. Loving the UI/UX so far!
@pgaff_digital @RockawayX Ready to rumble @RockawayX
@paretocredit Nice one! We'd love to chat on this
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