【Kaio】 RWA Category
‘A capital technology link that transcends the nation of crypto’
UAE-Solana-Kaio-STBL-ONDO-USA
Yesterday, there was a shoutout for Kaio @KAIO_xyz from the official Solana account. Through the founder, the connection can be inferred. Sehra is still believed to be related to Kaio.
It is expected that Sehra will collaborate with STBL @stbl_official, a company working with former Tether CEO Reeve Collins @Reeve_Collins, distributing their respective business areas. The atmosphere seems to be that Kaio's government bond tokenization is progressing towards STBL, and it might focus on attracting institutional investment funds for Kaio.
Recently, STBL appears to be finding the safest way to navigate regulations by issuing its own $USST stablecoin backed by USDY, which is ONDO's U.S. government bond tokenization asset.
Additionally, the announcement of this collaboration with Solana also emphasizes the importance of connections with U.S. tokenization companies and assets, hinting at the direction of crypto in the UAE.
【Kaio】 RWA Category
9-2/🧵 Founder Sehra
I had some questions because the CEO changed last month in the article I quoted.🤔
Avtar Sehra
Founder and CEO at STBL
STBL · Imperial College London
Why did this person resign? If Sehra is still the founder of Kaio while working on STBL, could there be a synergy between the two companies? I asked my friend to help organize my thoughts on this.
1️⃣ KAIO & STBL
KAIO — A joint venture between Brevan Howard’s WebN and Nomura’s Laser.
An RWA tokenization infrastructure exclusively for institutions.
On-chain integration of BlackRock and Brevan Howard funds is underway on the Sei Network.
STBL — A project newly led by Avtar Sehra.
Issuing a smart stablecoin USST based on real-world collateral like ONDO USDY.
Aiming to be a liquidity bridge between RWA and DeFi.
2️⃣ Synergy Points
If Sehra is still the founder of KAIO — the two businesses are more about 'connection' than conflict.
KAIO's institutional RWA pool → Can be utilized as reserve collateral for STBL.
STBL's stable liquidity → Strengthens the on-chain trading base of KAIO funds.
One side is the tokenization of real assets,
The other side is the currency layer that circulates those assets.
In other words, a natural combination of infrastructure + liquidity.
3️⃣ Investment Perspective
STBL is already in the initial market cap formation stage after token issuance.
A $50M line of USST collateral is opened.
KAIO is still in the pre-TGE stage, focusing on institutional collaboration.
Ultimately, if STBL is the DeFi liquidity frontend,
KAIO is closer to the backend infrastructure.
If the two actually connect, it could be a real bridge between institutional RWA and retail liquidity.
🔥 Summary
Same founder, complementary areas, still in the early stages.
The narrative of synergy is stronger than competition.
@KAIO_xyz @KaitoAI
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