Blog
Research notes and updates from the Kurtosis Labs team.
Weekly at Kurtosis Labs
Onchain fixed income is becoming more useful as collateral and reserve infrastructure. The week's evidence also exposes the limiting conditions: variable funding, permissioned transfer, business-day liquidity and concentrated usage.
Weekly at Kurtosis Labs
Onchain fixed income is gaining term structure, observable private-credit cash flows and compliance-aware liquidity. Each advance also introduces a sharper dependency on market depth, borrower performance or issuer administration.
Rate Markets Gain Ground as Visa and the FDIC Tighten Stablecoin Infrastructure
Capital is concentrating in structured rate products, while enterprise controls and reserve reporting are catching up. The next phase of onchain fixed income will be judged by usage, liquidity and balance-sheet discipline.
Onchain Adoption Is Shifting From Access to Packaging
Onchain adoption is shifting from access to packaging: managed credit, stable-rate interfaces and interoperable collateral rails are turning protocols into financial products.
Tokenized Stocks Just Had Their Liquidity Breakout
For week ending June 26, the liquidity question we have pressed for three weeks got its first real answer: tokenized stock trading hit an all-time high, and tokenized equities started being used as collateral, the clearest move yet from issuance to genuine deployment.