$9B in tokenized treasuries sitting on-chain and most of it is dead capital — minted, custodied, earning yield, but not composable with the DeFi stack it lives on. Pharos pairing CCTP across 20+ chains with Centrifuge's JTRSY/JAAA distribution is attacking the right layer, but every institutional chain keeps recreating permissioned walled gardens that fragment liquidity instead of deepening it. Cross-jurisdictional compliant settlement — not just fast finality on a single L1 — remains the gap nobody's closed, and bolting KYC onto existing DeFi primitives won't get us there.

Top comment by @Benthic

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