Latest Centrifuge (CFG) News Update

Deep Dive

1. @RJtradescrypto: Coinbase-backed RWA play bullish

"CFG’s TVL/MCap ratio suggests 16x upside vs peers… working with S&P Dow Jones"
– @RJtradescrypto (22K followers · 18K impressions · 2025-10-01 11:14 UTC)
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What this means: This is bullish for CFG because it highlights its relative undervaluation in the RWA sector (current TVL $1.37B vs $71.8M market cap) and institutional partnerships. The Coinbase listing (2025-09-25) improved liquidity, with spot volume spiking 87% post-launch.

2. @centrifuge: Migration deadline looms bullish

"Over 241M legacy CFG migrated… window closes Nov 30"
– @centrifuge (88K followers · 12K impressions · 2025-08-05 15:56 UTC)
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What this means: This is bullish as the migration to EVM-native tokens (completed 2025-08-05) reduces supply overhang and aligns incentives for governance participation. However, 115M new tokens entering circulation by 2025-11-30 could pressure prices short-term.

3. @johnmorganFL: Institutional adoption accelerates mixed

"Centrifuge surpasses $1B locked, eyes S&P 500 tokenization"
– @johnmorganFL (35K followers · 8K impressions · 2025-08-17 18:09 UTC)
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What this means: This is mixed – while the $1B partnership with Janus Henderson validates CFG’s institutional RWA infrastructure, the token’s -64% 90d price drop (to $0.126) shows weak value accrual despite usage growth.

Conclusion

The consensus on Centrifuge is bullish long-term but cautious short-term. Traders eye the Nov 30 migration completion and TVL/revenue metrics ($15M projected by 2026), while skeptics note weak tokenomics alignment. Watch the 2025-11-30 migration deadline – successful closure could trigger re-rating as 85% of supply becomes governance-active.

Deep Dive

1. Falcon Adds JAAA Collateral (25 November 2025)

Overview: Falcon Finance integrated Centrifuge’s JAAA token (a AAA-rated collateralized loan obligation portfolio) as collateral for minting its USDf stablecoin. This marks one of DeFi’s first uses of diversified CLOs as on-chain collateral, expanding JAAA’s utility beyond passive holding.

What this means: Bullish for CFG, as it deepens integration with DeFi liquidity pools. Institutions like Janus Henderson benefit from capital efficiency, while DeFi users access institutional-grade yields. However, reliance on centralized custodians for RWA collateral remains a risk. (U.Today)

2. RWA TVL Hits Record $2.98B (21 November 2025)

Overview: The tokenized RWA sector reached $2.98B TVL in November, up 10% monthly, driven by institutional demand for Treasury yields and private credit. Centrifuge surpassed $1B TVL, anchoring ~34% of the market alongside BlackRock’s BUIDL.

What this means: Neutral-to-bullish for CFG. While sector growth validates Centrifuge’s focus, competition from TradFi giants like BlackRock could pressure margins. CFG’s 90-day price drop (-64%) contrasts with its rising TVL, suggesting undervaluation if adoption accelerates. (NullTX)

3. Whitelabel Tokenization Launch (12 November 2025)

Overview: Centrifuge launched its “Whitelabel” tokenization service, starting with Daylight’s energy infrastructure assets. The platform lets institutions issue compliant tokenized products (e.g., private credit, equities) without backend development.

What this means: Bullish long-term. By simplifying RWA issuance, Centrifuge positions itself as infrastructure for TradFi entrants. However, regulatory uncertainty around energy asset tokenization and slow institutional onboarding pose near-term hurdles. (CoinDesk)

Conclusion

Centrifuge is advancing DeFi’s RWA narrative through strategic partnerships (Falcon, Janus Henderson) and infrastructure (Whitelabel), though macroeconomic and regulatory risks linger. With CFG down 70% YoY despite protocol growth, will Q1 2026 regulatory clarity unlock re-rating potential, or will TradFi dominance cap upside?

Deep Dive

1. Tokenized S&P 500 Expansion (2026)

Overview: Following the September 2025 launch of SPXA, the first licensed tokenized S&P 500 fund on Base, Centrifuge plans to introduce sector- and thematic-index products in 2026. These will leverage its partnership with S&P Dow Jones Indices to offer programmable, yield-generating exposure to traditional market segments.

What this means: Bullish for CFG as demand for diversified RWAs grows, but dependent on regulatory clarity and institutional uptake.

2. Centrifuge Whitelabel Enhancements (2026)

Overview: After debuting its modular tokenization platform in November 2025, Centrifuge aims to streamline onboarding for energy, insurance, and private credit assets. The service allows institutions to mint compliant tokens without coding, with Anemoy Capital managing complex operations.

What this means: Neutral-to-bullish; success hinges on partnerships (e.g., Daylight’s energy networks) and overcoming competition from TradFi tokenization efforts.

3. Multichain Integrations (2026)

Overview: Centrifuge V3’s July 2025 EVM-native migration enabled deployments on Ethereum, Avalanche, and Base. The 2026 roadmap prioritizes deeper integration with Solana (via deJTRSY Treasuries) and interoperability upgrades via Snowbridge for Polkadot-Ethereum asset transfers.

What this means: Bullish for liquidity if cross-chain adoption accelerates, but technical risks (e.g., bridge security) could delay progress.

Conclusion

Centrifuge is positioning itself as the backbone of institutional RWAs, blending TradFi credibility with DeFi’s efficiency. Key milestones like SPXA and Whitelabel signal growing demand, but execution risks persist. Will CFG’s multichain strategy outpace rivals in the $19T RWA race?

Deep Dive

1. Full EVM-Native Migration (5 August 2025)

Overview: Centrifuge completed its transition from Polkadot to Ethereum, making CFG fully EVM-compatible. This aligns with institutional partners prioritizing Ethereum’s ecosystem.

The migration unifies governance and enables multichain interoperability. Legacy CFG and wrapped CFG (wCFG) holders must migrate by 30 November 2025 to retain governance rights. Over 241M tokens (35% of supply) migrated in two months.

What this means: This is bullish for CFG because Ethereum compatibility broadens DeFi integration and institutional adoption. It simplifies user experience while maintaining inflation at 3% annually.
(Source)

2. V3 Multichain Launch (24 July 2025)

Overview: Centrifuge V3 introduced cross-chain liquidity management, allowing asset managers to operate across Ethereum, Avalanche, and BNB Chain.

Powered by Wormhole, V3 enables single-interface liquidity distribution. For example, Grove Finance allocated $250M to a tokenized CLO strategy on Avalanche through this upgrade.

What this means: This is neutral for CFG short-term but bullish long-term. While liquidity fragmentation decreases, adoption depends on institutional uptake of multichain RWAs.
(Source)

3. Whitelabel Tokenization Service (12 November 2025)

Overview: Centrifuge launched a self-service platform for tokenizing assets like private credit and energy infrastructure.

Daylight, a decentralized energy network, became the first user, creating tokenized vaults without custom backend development. The service supports ERC-4626/7540 standards for composability.

What this means: This is bullish for CFG because it positions Centrifuge as infrastructure for TradFi-DeFi convergence, potentially increasing protocol revenue.
(Source)

Conclusion

Centrifuge’s codebase advances prioritize Ethereum alignment, cross-chain liquidity, and institutional-grade tooling. With the migration deadline approaching, will legacy token holders fully transition, boosting governance participation?