Moderator: Enzzo (Co-Founder & CBDO @R2)

Speakers:

• David Vatchev (Head of Tokenization @FasanaraDigital)

• Julen Payne (Assets BD @plumenetwork)

• Anya Markitanova (Institutional Partnerships @ArchaxEx)

• Alvaro (Co-Founder & COO @R2)

1. Why Institutions Are Embracing Tokenized RWAs?

• Regulatory clarity is improving, especially in the US and EU. (Anya)

• Yield-bearing instruments like tokenized Treasuries are gaining traction. (David)

• Institutions want securitized, easily tradable formats. (Julen)

• On-chain wrappers make these assets more accessible to new users. (Alvaro)

2. Biggest Institutional Challenges

• Limited education, legal clarity, and on-ramp infra remain key barriers. (Anya)

• Fragmented liquidity and poor composability hinder adoption. (David, Julen)

• Liquidity must align with asset maturities to avoid mismatch risks. (Alvaro)

3. Real Yield vs. Synthetic Yield

• Real yield is the sustainable path forward — synthetic lacks depth. (Alvaro)

• Synthetic models have liquidity but lack clarity and durability. (Anya, David)

• Both have value — success lies in balancing liquidity and risk. (Julen, Alvaro)

4. Audience Q: Regulation & Trust

• KYC/AML is the biggest regulatory hurdle. (Julen, Anya)

• Institutional trust requires transparency, robust vetting, and compliance.

5. Audience Q: What’s Next for R2?

• The testnet is expanding with new ecosystems and yield mechanics. (Alvaro)

6. The Next 2 Years

• Real yield from private credit and tokenized funds will scale. (David, Julen)

• Infrastructure like PayFi, R2, and Plume will bridge TradFi and DeFi. (Alvaro)

Huge thanks to @davidvatchev, @ju1enpayne, @alvaroweb3, @anya_markita, and Enzzo for sharing their deep insights.

Stay tuned for the next AMA — even more exciting guests ahead.