Decentralized Real World Assets (deRWA) are launching on Stellar with a $20M initial investment backing.
Two initial products:
- deJTRSY: Short-term US Treasuries
- deJAAA: AAA CLO strategy
The launch enables 24/7 trading of institutional-grade assets on Stellar's network.
Key integrations include:
- Soroswap Finance: Native DEX trading pairs with instant swaps
- Aquarius DeFi: Enhanced liquidity layer participation
- Blend Capital: Borrowing and lending with RWA collateral
- Defindex: Yield-backed products for retail users
Cross-chain compatibility maintained through LayerZero's OFT Standard, keeping deRWAs composable across DeFi protocols.
This development brings institutional assets directly into Stellar's DeFi ecosystem, offering alternatives to traditional stablecoins for savings and collateral.
**RWA Tokenization Hits Institutional Scale in 2025**
**2025 marked RWA tokenization's evolution from experimentation to institutional infrastructure.** Three major reports confirm the shift: - **Birdeye RWA Spectrum 2025** shows institutions moving real capital onchain across credit, equities, and funds - no longer just testing pilots - **Keel Finance's tokenization regatta** demonstrates accelerating institutional adoption across platforms - **Centrifuge's year-end analysis** identifies key trends: regulated custody, benchmarks, and real equity moving from concept to production **The foundation is set for 2026's challenge: institutional deployment at scale.**
2025: The Year Crypto Infrastructure Connected
**2025 marked a pivotal shift** as crypto market infrastructure began connecting into a cohesive system. Key developments this year: - **Building blocks are now in place** across the ecosystem - Infrastructure is **taking tangible shape** after years of development - Market positioning complete for those who **paid attention** The focus now shifts to **volume flow** - how quickly transactions and capital will move through these newly connected rails. **2026 outlook**: Those who understood and positioned themselves during 2025's infrastructure buildout are **well-positioned** for the next phase of market evolution. The foundation is set. Now we measure adoption speed.
🏗️ Equity tokenization infrastructure
**Equity tokenization is becoming the next major frontier** after 2024's focus on Treasuries. The shift toward **equity and private markets** represents the real opportunity for 2025, with BCG forecasting the tokenization market to reach **$18.9 trillion by 2033**. Key developments: - Equities expected to dominate the tokenization landscape - Supporting infrastructure finally taking shape - Private markets gaining traction alongside public equity This evolution follows 2024's Treasury-focused year, where tokenized U.S. Treasuries saw significant growth and competition among blockchain platforms intensified.
📊 Institutional Benchmarks Finally Coming
**Institutions are moving toward familiar benchmark products** as they seek confidence in crypto allocations. - Traditional investors prefer **regulated benchmarks** they can understand - **Proof-of-Index** demonstrated the viable path forward - Infrastructure for **onchain regulated benchmarks** is now emerging This shift represents institutions gravitating toward **standardized risk assessment tools** rather than experimental crypto products. **Standards are crystallizing** as the market matures beyond speculation toward institutional-grade infrastructure.
Tokenization Infrastructure Reaches Production-Grade Standards for Institutional Adoption
**Tokenization has matured from experimental phase to production-ready infrastructure.** The technology now offers institutional-grade standards and capabilities. **Key developments:** - Hard standards have replaced speculative hype - Production-grade rails are now operational - Infrastructure can handle institutional trading volumes **This represents a fundamental shift** from proof-of-concept to scalable, real-world implementation. The underlying architecture is now **programmable, interoperable, and globally accessible**. Institutions no longer need to wait for the technology to catch up to their requirements.