Joey Kim (jundeu)

This report divides alternative asset tokenization into four asset classes: real estate, commodities, private credit, and collectibles, and examines leading players and representative cases in each.

This report reviews Nado's major updates from H1 2026 onward, then briefly introduces the integrated structure linking Kraken, Backed, Ink, and Nado, as well as xPoints.

This research classifies bond tokenization structures based on the ledgers and rights to which the token is connected.

ETHGas extends institution's requirements into an institutional finance framework through the concept of Institutional Blockspace.

Tokenized stocks may look similar on the surface, but in practice they can operate in entirely different ways depending on the rights investors hold and the structure of the product.

Monad could move beyond a fast EVM chain and establish itself as an internet financial layer with actual usage, capital flows, and automated payment demand.

Lumera’s architecture positions the network beyond a simple data storage chain or AI-focused chain.

Rather than assessing the investment merits of individual projects, this research provides a foundational framework for understanding the broader structure of the RWA ecosystem.

Institutional demand centers not on simple anonymity, but on privacy capable of protecting strategic asset management.

To contextualize the future direction of the digital asset market within the broader flow of the global financial system, Xangle organized CIS 2026. The event was held over three days, from April 17 t

Starknet’s privacy roadmap and STRKBTC illustrate a concrete direction in which institutional finance and onchain infrastructure converge.

AI agents are growing fast but struggle to scale due to high costs and limited verification, and 0G shows the direction for solving these infrastructure challenges.

Polygon is redefining the core mechanics of finance through Open Money Stack.

This report outlines how Lumera has translated its Web3 AI infrastructure thesis into concrete execution following its rebranding in May 2025.

ETHGas aims to transform Ethereum, through blockspace trading, into a near real-time execution environment and a network where users hardly need to think about gas.

Starknet stands out as an execution layer structurally prepared to absorb institutional capital as BTCFi enters its next phase of expansion.

Edgen is not positioning itself as another research tool—it aims to serve as an AI layer that equips anyone with institution-grade market intelligence.

Espresso aspires to become the foundational layer of the next-generation Internet, bridging both L2 and Web2 ecosystems through a shared layer of confirmation and trust.

Miden aims to become a privacy chain that overcomes the structural limitations of both traditional blockchains and existing privacy networks.

This report examines how OpenLedger built its community and ecosystem prior to launch and how it continues to expand under a well-defined post-TGE roadmap.