Ethena Labs Commits $250M to Securitize’s Tokenized AAA CLO Fund on Solana
What happened: Ethena Labs announced a planned $250 million allocation to Securitize’s tokenized AAA-rated collateralized loan obligation (CLO) fund (STAC), which has just launched on the Solana block
What happened: Ethena Labs announced a planned $250 million allocation to Securitize’s tokenized AAA-rated collateralized loan obligation (CLO) fund (STAC), which has just launched on the Solana blockchain. The STAC fund, managed by Securitize with BNY as custodian and sub-adviser, currently oversees $102 million in assets under management and offers onchain access to institutional-grade, floating-rate structured credit. Ethena aims to shift the collateral backing its USDe and USDtb stablecoins toward real-world assets (RWAs) to reduce volatility and attract institutional adoption.
Why it matters: This move signals a major institutional push into tokenized credit markets, leveraging Solana’s infrastructure for scale and efficiency. Securitize, with over $4 billion in tokenized AUM, is positioning itself as a leader in onchain structured finance. Ethena’s $250 million commitment, while not yet on-chain, would represent a significant shift in stablecoin collateralization strategy—potentially reducing systemic risk and boosting confidence among large investors. The partnership also highlights Solana’s growing role as an institutional blockchain for RWAs.
Source: The Block