Atlas America Fund-Backed USAFi Token to Launch Under VARA in Q3 2026
USAF•Atlas and Dr. Nouriel Roubini co-authored a whitepaper defining USAFi, the world’s first regulated permissionless security, set to launch in Q3 2026 under Dubai’s VARA rulebook. USAFi will be an ERC-20 token collateralized by the Atlas America Fund ETF, which has delivered an 11.11% return, 5.47% volatility and a 0.55 Sharpe ratio since inception.
1. Whitepaper Collaboration
Atlas Capital Team Inc. and Dr. Nouriel Roubini have published a joint whitepaper introducing USAFi, marking Roubini’s first foray into digital assets. The document outlines the framework for USAFi as the inaugural regulated permissionless security, leveraging VARA’s Asset Referenced Virtual Asset Rulebook in Dubai.
2. Token Structure and Backing
USAFi will be issued as an ERC-20 token and collateralized by the Atlas America Fund, an SEC-registered and Nasdaq-listed ETF custodied at Bank of New York. Backing comprises diversified real-world assets including U.S. Treasuries, gold, food and strategic commodities, defense and cyber equities managed by AI within committee rules.
3. ETF Performance and On-Chain Access
Since its launch 19 months ago, the Atlas America Fund ETF has returned 11.11% with 5.47% volatility and a 0.55 Sharpe ratio, demonstrating institutional-grade stability. USAFi will extend these real-world asset returns to a permissionless environment, offering 24/7 on-chain accessibility and portability for regulated collateral.
