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Instant redemption is the wrong default for illiquid RWAs

Tokenize an asset that settles T+2 off-chain, then let it redeem instantly on-chain, and you have created a liquidity mismatch: the vault promises what the underlying can't deliver on demand. Two design responses are converging.

Async settlement: ERC-7540 splits redemption into request then claim, so the vault can honor real settlement windows instead of pretending everything is T+0. Centrifuge ran this across $1.6B+ in RWA pools before it landed as a reusable building block in OpenZeppelin Community Contracts.

Overcollateralization: a parallel ethresear.ch proposal hardcodes 200% collateral to absorb the redemption gap when instant settlement is unavoidable — trading capital efficiency for solvency guarantees.

Takeaway: match your redemption semantics to the underlying's settlement latency. If you inherit ERC4626 for an illiquid asset, you probably want ERC-7540's request/claim flow instead.

Centrifuge / OpenZeppelin · ethresear.ch
@soliditypedia
X (formerly Twitter) Centrifuge (@centrifuge) on X Async settlement is how real-world assets work in DeFi. Centrifuge co-authored ERC-7540 and has run it in production across $1.6B+ in RWA pools. What was proven in Centrifuge vaults is now a publ…
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