Good morning.
I’m Mitsui, a web3 researcher.
Today we’ll be looking back at the articles updated over the past week.
📗This Week’s Articles
【Olea】A digital trade finance platform connecting corporate trade finance needs with institutional investor capital
Olea is a digital trade finance platform that connects corporate trade finance needs with institutional investor capital, revolutionizing the traditional complex, high-cost, and slow mechanisms through online transformation.
Utilizing AI for credit assessment and KYC, blockchain (XDC Network) for debt tokenization, and USDC payments, we are expanding SME access to capital while enhancing transparency, speed, and security.
Building a global liquidity pool while adhering to regulatory compliance (MAS license) and maintaining bank-grade security, we are scaling trade finance as a new investment asset class.
The Future of DeFi Seen in Kamino’s RWA Deployment
Kamino has grown as a leading DeFi lending platform on Solana. However, recognizing limitations in growth and institutional adoption within crypto-collateralized, variable-rate DeFi, it has decided to fully expand into the RWA space.
The six products—fixed-rate loans, order-based financing, off-chain collateral, institutional credit, RWA-dedicated DEX, and developer infrastructure—constitute an integrated suite of financial products designed to connect the RWA market with DeFi.
Through these efforts, Kamino is evolving beyond a mere DeFi application into a “credit market infrastructure” that integrates real-world assets, institutional capital, and interest rate markets onto Solana.
Summary of 2026 Forecast Articles
a16z「17 things we’re excited about for crypto in 2026」
Bitwise「The Year Ahead: 10 Crypto Predictions for 2026」
Galaxy「26 Crypto, Bitcoin, DeFi, and AI Predictions for 2026」
Delphi Digital「The Year Ahead for Markets 2026」
Messari「Crypto Theses 2026」
Pantera Capital「Looking Ahead to 2026」
Four Pillars「2026 Outlook: Restructuring – Ponyo’s Perspective」
0xJeff「7 Crypto Lessons and Trends to know before 2026」
Seven Predictions Revealed Through Common Ground
【Street】New ERC-S Standard Tokenizes Startup Equity Value
Street is a stock tokenization platform that enables the liquidity of startup equity without treating it as securities, providing ERC-S as its core technology.
ERC-S implements exposure to a company’s economic upside—rather than the equity itself—through FT (ERC-20) + multiple modules, centered on the pillars of “non-securitization, business model independence, compatibility with traditional investments (VC/M&A), and limited investor rights.”
Legally, the scheme avoids securities classification under the Howey Test through a corporate → SPV/foundation → DAO → holder discretionary distribution structure, while standardizing launch/operation/exit across 20 modules.
Disclaimer：I carefully examine and write the information that I research, but since it is personally operated and there are many parts with English sources, there may be some paraphrasing or incorrect information. Please understand. Also, there may be introductions of Dapps, NFTs, and tokens in the articles, but there is absolutely no solicitation purpose. Please purchase and use them at your own risk.
About us
🇯🇵🇺🇸🇰🇷🇨🇳🇪🇸 The English version of the web3 newsletter, which is available in 5 languages. Based on the concept of ``Learn more about web3 in 5 minutes a day,’‘ we deliver research articles five times a week, including explanations of popular web3 trends, project explanations, and introductions to the latest news.
Author
mitsui
A web3 researcher. Operating the newsletter “web3 Research” delivered in five languages around the world.
Contact
The author is a web3 researcher based in Japan. If you have a project that is interested in expanding to Japan, please contact the following:
Telegram：@mitsui0x
*Please note that this newsletter translates articles that are originally in Japanese. There may be translation mistakes such as mistranslations or paraphrasing, so please understand in advance.