While the industry obsesses over bringing Real World Assets (RWAs) on-chain, RockawayX argues the real bottleneck isn't supply—it's curation. In a keynote at Solana Breakpoint 2025, the firm unveiled its strategy to capture the "Risk Curation" market, a sector that grew 20x in two years to $6 billion TVL. Currently, Solana commands only a 12% share of this market. RockawayX intends to close that gap by acting as the professional underwriter between complex RWA issuers and passive liquidity, leveraging a track record that boasts zero defaults during the 2022 contagion events of Celsius and BlockFi.

The centerpiece of this offensive is a suite of three new vaults. The flagship is a risk-curated RWA vault on Kamino, designed to aggregate uncorrelated yields from top-tier issuers including Figure (home equity), On Re (reinsurance), Huma (receivables), and Solstice (yield vaults). By proactively managing Loan-to-Value (LTV) ratios and reviewing legal recourse off-chain, RockawayX aims to offer sustainable yield that doesn't evaporate when crypto funding rates dip. Additionally, the firm is launching a dedicated vault with Exponent for optimized fixed-yield strategies and bringing Midas to Solana to offer fund-like, diversified exposure with daily liquidity.

This product expansion arrives against the backdrop of massive corporate consolidation. Solmate (Nasdaq: SLMT) has entered a definitive agreement to acquire RockawayX, combining the latter's $1 billion validator business and venture portfolio with Solmate's capital markets access. This deal creates a $2 billion institutional giant capable of using its own balance sheet to backstop liquidations in these new vaults—providing a level of LP protection that purely crypto-native curators cannot match.