RWA 32 | WATCH - Building Fully Compliant Tokenized Equities | Michael Bar-Zeev - SHIFT

Описание: Terra Luna collapsed. Billions evaporated.
And most of crypto moved on like nothing happened.

But Michael Bar-Zeev didn’t.

In this episode of the RWA Igloominati Podcast, we sit down with the co-founder of Shift RWA to unpack how the Terra collapse exposed the cracks in stablecoins — and how that realization led Shift to build a fully-backed, bankruptcy-remote, retail-first RWA platform focused on compliant tokenized assets.

This isn’t another synthetic token story.

Shift began with a CPI-tracking stablecoin thesis — but evolved into building fully compliant, 1:1 backed tokenized stocks like Tesla, NVIDIA, SPY, BMW and more. These assets are held with regulated European banking and brokerage partners, supported by structured custody, proof-of-reserves thinking, and legal frameworks designed to protect users even in bankruptcy scenarios.

We go deep into:

🪙 Why Tether & Circle created a stablecoin duopoly
🪙 The original CPI-tracking yield stablecoin concept
🪙 Pivoting from ETF baskets to tokenized single stocks
🪙 24/5 TradFi vs 24/7 crypto markets (the hard problem)
🪙 Impermanent loss, RFQ models, and capital efficiency
🪙 Retail-first RWAs vs institutional-only products
🪙 DAO governance, liability, insurance & decentralization myths
🪙 “Pump.fun for RWAs” — user-driven tokenization

If you care about the future of tokenized stocks, real-world assets (RWAs), and how compliant on-chain finance is actually being built — this episode is required listening.

Crypto doesn’t need more hype.
It needs better structure.

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