RedStone: Tokenized real-world assets to hit $60B by 2026, private credit leads
Blockchain oracle provider RedStone forecasts the tokenized real-world asset (RWA) market will reach $60 billion in 2026. Growth is driven by institutional demand for on-chain private credit, tokenized Treasuries and tokenized equities. RedStone expects private credit to comprise roughly 45–50% of the market by 2026. Tokenized equities are projected to record the fastest expansion (200–300%) once U.S. regulatory clarity arrives around mid-2026. Tokenized Treasuries — including products such as BlackRock’s BUIDL fund — are also expected to see strong adoption. The report highlights a marked acceleration in RWA issuance since late 2023 and underscores oracles’ role in supplying reliable market data for DeFi applications. Primary keywords: tokenized assets, real-world assets, private credit, tokenized Treasuries, tokenized equities.
Bullish
The report signals significant institutional adoption of tokenized real-world assets, which is constructive for crypto markets overall. Key reasons for a bullish classification: 1) Scale and demand — a $60B market projection and private credit making up 45–50% point to large new capital flows into on-chain markets. 2) Product diversity — growth across private credit, tokenized Treasuries and equities spreads risk and attracts varied institutional players (asset managers, custodians, liquidity providers). 3) Regulatory clarity catalyst — anticipated U.S. rule clarification in mid-2026 could unlock rapid growth in tokenized equities (200–300% forecast), reducing regulatory uncertainty that often depresses institutional exposure. 4) Infrastructure readiness — oracles like RedStone supplying trusted data lowers technical risk for DeFi integrations. Short-term impact: positive sentiment toward RWA-related tokens and infrastructure projects (oracles, tokenization platforms, custody providers) and potential inflows into correlated DeFi sectors; however, immediate price moves may be muted until concrete product launches or regulatory milestones occur. Long-term impact: increased liquidity and new yield-bearing on-chain instruments could broaden market depth, lower volatility for some tokenized instruments, and attract more institutional capital — a sustained bullish tailwind. Comparable precedent: earlier institutional pushes (e.g., tokenized stablecoins, ETF approvals) produced multi-year asset under management growth and lifted related infrastructure tokens; similar dynamics are likely if RWAs scale as forecast. Risks: regulatory setbacks, execution delays, or concentration in a few issuers could temper gains, which traders should monitor.