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Tokenized yield-bearing equities find DeFi demand

Tokenizing yield-bearing corporate equity instruments on-chain represents a growing bridge between TradFi and DeFi.

The argument

The hosts highlighted Apex tokenizing MicroStrategy's 'Stretch' product (a yield-bearing equity instrument) and deploying it on the Base L2 network, arguing that DeFi's structural hunger for yield will drive demand for these hybrid security products.

The thesis, stress-tested
✓ What validates it
  • Total Value Locked (TVL) growth of the tokenized Stretch product on Base
  • Other traditional financial institutions tokenizing similar yield-bearing equity products
▸ Risks discussed
  • Regulatory risks associated with wrapping and trading securities on permissionless blockchains
  • The underlying yield is variable and fluctuates based on corporate performance and Bitcoin strategies
Hear it yourself
"Apex is bringing Strategies stretch product, their yield bearing $100 pegged equity instrument that spits out, I think, 11% yield right now. 11.5. 11.5. Yeah. And it's putting that on base. And so we have strategy, which buys Bitcoin, puts it into its equity holdings behind MSTR Yep."
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MSTR: Tokenized yield-bearing equities find DeFi demand · Zortix