Tokenized RWAs Hit $30B Market Cap, Growing 4x in Two Years
Tokenized RWAs Hit $30B Market Cap, Growing 4x in Two Years
📈 RWAs hit $30B...
Tokenized real-world assets (RWAs) have reached a $30 billion market, representing nearly 4x growth over the past two years according to a16z's State of Crypto 2025 report.
Key market segments driving growth:
- Private credit dominates with $15.5B in active loans
- Tokenized Treasuries account for $7.4B, up 500% year-over-year
- Gold tokenization shows $2.1B in proven adoption
Ondo Finance has tokenized over $1.8 billion in RWAs, establishing itself as a major player in the space.
While the total RWA market appears large at $300B, 92% consists of stablecoins. Non-stablecoin RWAs represent just $25B - still only 0.01% of global financial assets despite 2x annual growth.
The sector faces real challenges:
- Most projects rely on trust assumptions they claim to eliminate
- Regulatory frameworks remain unclear for public tokenized securities
- Data and oracle infrastructure gaps persist
However, genuine adoption is concentrated in three proven categories: private credit offering 9.7% yields, programmable Treasury yields serving as DeFi collateral, and 24/7 tradeable gold.
RWAs are evolving into crypto's yield layer through reliable infrastructure rather than speculative tokenization of everything.
🏦 Institutions Prep for Onchain Future
At Binance Blockchain Week in Dubai, Ondo President Ian De Bode emphasized how **tokenization is reshaping finance**. The key message was clear: **major institutions are preparing for an onchain future**. This follows recent regulatory support, with: - **Paul Atkins (SEC Chairman)** calling tokenization inevitable for keeping the US competitive - **BlackRock's leadership** highlighting tokenization's potential for enormous growth - **Major financial institutions** converging at the upcoming Ondo Summit in February 2026 The institutional momentum is building as traditional finance recognizes blockchain's role in modernizing capital markets. From tokenized Treasuries to stocks and ETFs, the infrastructure for bringing trillions onchain is taking shape. **The shift from experimentation to implementation is accelerating across the financial sector.**
Silver Outperforms Google Stock in 2025 as Precious Metals Shine
**Silver has outperformed Google stock ($GOOGL) in 2025**, highlighting the continued strength of precious metals in investment portfolios. This performance reinforces why **precious metals deserve a place in traditional investment strategies**. Investors can now access these assets alongside stocks through blockchain technology. **Key highlights:** - Silver beats major tech stock performance - Precious metals proving portfolio value - Traditional assets now available onchain [Ondo Global Markets](https://summit.ondo.finance/2026) offers access to over 100 tokenized stocks and ETFs, including gold and silver ETFs, bringing traditional assets to the blockchain. **Learn more at the upcoming summit** - view speakers and RSVP at the link above.
Onchain Stocks Set for Mainstream Adoption in 2026
**2025 marked the emergence of onchain stocks** as a significant trend in the tokenization space. **The next phase begins in 2026**, when these blockchain-based equity instruments are expected to gain widespread mainstream adoption. Key developments: - Onchain stocks gained traction throughout 2025 - Infrastructure and regulatory frameworks matured - **2026 positioned as the breakthrough year** for mass market acceptance This progression follows the broader tokenization trend that has seen various traditional assets move onto blockchain platforms, offering improved accessibility and programmability.
Nasdaq Embraces Tokenization as Next Evolution in Securities Trading
**Nasdaq is positioning itself at the forefront of securities tokenization**, with Head of Digital Assets Matt Savarese describing it as the natural next step after the transition from paper to electronic trading. The exchange is actively working to **support tokenized stocks and ETFs**, building on their earlier SEC filing to allow trading of tokenized securities on their platform. **Key developments:** - Nasdaq views tokenization as an evolutionary step in market infrastructure - The exchange is developing capabilities for tokenized traditional securities - This follows their September regulatory filing with the SEC **Market implications:** - Could increase trading efficiency and market accessibility - Represents institutional validation of blockchain-based securities - May face regulatory hurdles as the framework develops Nasdaq's embrace of tokenization signals **growing institutional confidence** in blockchain technology for traditional financial markets, potentially paving the way for broader adoption across major exchanges.
Major Onchain Stock Purchases Hit $1.2M This Week Led by Google
**Large institutional money is flowing into tokenized stocks this week**, with over $1.2 million in major purchases recorded onchain. **Top purchases include:** - $500,000 in Google (GOOGLon) - $273,506 in QQQ ETF - $200,705 in Meta - $150,000 each in Alibaba and NVIDIA The **Google purchase executed as a single transaction** on BNB Chain, demonstrating how tokenized stocks can handle large orders efficiently. **Ondo's tokenized stocks inherit traditional exchange liquidity**, allowing these substantial onchain orders to execute with the same efficiency as conventional stock trades. This activity signals **growing institutional adoption** of tokenized traditional assets in DeFi.