Ethereum Tops RWA Tokenization at $26.5B, Eyes $400T TradFi
Real-world asset (RWA) tokenization surged to a record $26.5 billion onchain, marking a 70% year-to-date gain. Ethereum maintains a dominant position with 55% of the RWA tokenization market, rising to 76% when layer-2 networks are included. Animoca Brands research estimates that the total addressable TradFi market exceeds $400 trillion, highlighting enormous growth potential. Private credit and US Treasurys account for nearly 90% of tokenized assets, driving the sector’s expansion. As institutional custody solutions mature and interoperability improves, tokenization could reduce settlement friction and broaden liquidity. Increased RWA tokenization activity has also boosted demand for infrastructure tokens like Ether (ETH) and Chainlink (LINK). Traders should monitor issuance trends, platform integrations, and Ethereum’s network developments to gauge market momentum. The shift toward multichain platforms may diversify tokenization initiatives beyond Ethereum in the long term.
Bullish
RWA tokenization hitting a new high and Ethereum’s leading market share signal growing institutional confidence in onchain asset representation. Historically, increased institutional adoption—such as with Ethereum-based DeFi protocols—has driven demand for underlying tokens, lifting prices. The estimated $400 trillion TradFi addressable market underscores a vast runway for expansion, which could sustain bullish momentum in ETH and related infrastructure tokens like LINK. In the short term, announcements of new issuance and platform integrations may trigger price spikes as traders anticipate higher network usage. Over the long term, improved custody solutions and multichain interoperability may further entrench blockchain-based finance, supporting steady growth in crypto markets. Therefore, this news is bullish as it highlights both immediate catalysts and long-term adoption drivers.