An Unreal Primer on Real World Assets | TJ Ragsdale & Jack Chong | Polygon Alpha Podcast

Audio from the October 6, 2022 installment of “Polygon Alpha” with Jack Chong and TJ (Teej) Ragsdale - the authors of The Unreal Primer on Real World Assets

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The Report: An Unreal Primer on Real World Assets

An Unreal Primer on Real World Assets

I. Ontology: The Dualism of Real World Assets

- Birth: Create new assets

- Rebirth: Adapt existing assets

II. Problem: In Need of a Standard

III. Solution: Protocol Wars

- The Battle for Standards for Representation and Ownership of Assets

- The Battle of Infrastructuralists

- The Battle of Asset Specialists

IV. Prediction: Adoption Dynamics at the Tails of Two Systems

- DeFi eats long tail assets first

- Capital: Demand from Asset Managers

- Capital: Demand from Crypto-Native Organizations

- Supply: Origination from Asset Managers & Web2 Fintech

- FinTechs Incubating Proprietary DeFi Protocols

- From RWA to DeFi: Flexport

- A Dialectic: Pincer Adoption, Cost Curves, and Value Accrual

V. The Landscape - Infrastructuralists

- Stablecoins

- Liquidity Pools

- Layer 1s

- Oracles

- Tokenization/Securitization

- Security Tokens/Secondary Markets

- Regulatory

- Asset Specialists

- Real Estate

- Emerging Market Credit

- Revenue-Based Finance (RBF)

- Trade Finance

- Insurance

- Synthetics

- Treasuries

- Agriculture

- ReFi

- Physical Infrastructure Finance

- Yield Aggregators and Portfolio Management

- Collectibles

- Miscellaneous/Mystery Flavor

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Host: Justin Havins aka Crypto Texan

AV Engineer: Aaron Pettijohn

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