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Edition No. 050
New York · London
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Friday, October 2, 2026
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Energy Transition
Capital
Digital Infra
The Wrap
Transport & PPP
Allocators
Lookup
28
stories · 24h
1012
deals & moves · 7d
16,738
firms & people tracked
192
sources monitored
● LIVE
other
Morpho
Watch
In PWD coverage since August 25, 2026 · 10 stories
2
Deals on our tracker
Deal record
Full tracker →
Sep 20, 26
Fund launch
Circle · Galaxy · Keyrock
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coverage
Sep 17, 26
Fund launch
Base · Steakhouse Financial · Coinbase
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coverage
PWD coverage
tokenization
Base ships Cobalt with conditional transactions and three B20 token-standard changes
The Defiant reports Cobalt is Base's third upgrade of the year; the conditional-transaction method is documented as running on test networks.
vehicles · Sep 22
Zero-size filings are the shelf, and credit isn't on it
adoption · Sep 21
Circle rents the credit book and keeps the mint
tokenization · Sep 21
The SEC built a venue rule. Tokenized stocks still have no buyers.
tokenization · Sep 18
Morpho makes tokenized stocks collateral, with the token carrying the law
custody · Sep 17
Circle's Arc logged 7.83 million transactions, almost none of them payments
tokenization · Sep 16
Aave's RWA hub is a governance test before it is a lending market
tokenization · Sep 16
Arc is a distribution deal disguised as a blockchain
the_wrap · Aug 28
Tokenization stops wrapping and starts working
the_wrap · Aug 25
Pendle's oracle worked; the market design didn't
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