Zusammenfassung der Redbelly Insights Folge 16Heute fand die mittlerweile schon 16. Runde der Redbelly Insights statt, dieses Mal mit einem recht interessanten Gast. Michael Vander Donk arbeitet für die australische Börse und ist auch bei Project Acacia, der Stable Coin Initiative der australischen Notenbank, tätig. Hier die Zusammenfassung:
Redbelly Insights - Episode 16 - Key Bits
- Poll: Community voted what RWA to tokenize → Gold #1, Real Estate #2.
- Newsjacking: Redbelly is riding big tokenization stories — $100B inflows into blockchain rails, SEC allowing ETF in-kind creation, ETH 10-yr anniversary → Redbelly positions as the “rails underneath”.
- Chairman’s Letter: Three converging themes → AI agents in finance, demand for RWAs, and regulation/accountability infra.
🟩 Guest: Michael Vander Donk (Australian Bond Exchange, Project Acacia)
- ABE makes the bond market accessible + transparent (normally opaque + wholesale only).
- Settlement failures ~2% in bonds = billions lost. On-chain atomic settlement fixes that → T+0 instead of T+2.
- Blockchain also means issuers can actually know bondholders + communicate directly (currently impossible).
- Think “iPhone effect” → build the rails and others will create unexpected apps on top.
🟦 Project Acacia Focus
- End-to-end on-chain bond flows → faster, safer, programmable.
- Regulators get visibility with zero-knowledge proofs.
- Institutions care about efficiency, transparency, regulation — ABE/Redbelly want to deliver exactly that.
- Secondary market design = make it seamless so funds don’t need to touch wallets, just trade.
🟪 Outlook
- Bond markets move slow (last on-chain issuance was 2018 CBA/World Bank).
- But Acacia aims to lay infrastructure for the next 50 years of capital markets — real-time settlement, transparent ownership, interoperable rails.
Quelle: Telegram
Preistechnisch tut sich leider derzeit nicht allzu viel, RBNT schwankt nach wie vor rund um die 2c. Hier könnte aber durchaus folgende Ankündigung von Tim Bass helfen:
