Solana’s RWA market hits $3.62B as SAFO tokenized fund launches

Published: 2026-07-03 23:23:04 |

Solana’s RWA market has reached $3.62 billion in total tokenized real-world assets, up from about $1.4 billion in January 2026 and below $500 million in mid-2025. In the last 30 days, Solana’s RWA market recorded nearly $967 million in net inflows—the highest among tracked chains—while the week ending around July 3 contributed over $540 million. Solana’s RWA ecosystem now includes 2,119 tokenized assets and 292,818 holders. Inflows contrast with Ethereum, which saw roughly $202 million in outflows over the same 30-day period. Despite the surge, Solana remains #3 by RWA value: Ethereum is about $15.9 billion, while BNB Chain is around $3.9 billion. On July 2, Spiko launched its SAFO tokenized fund on Solana. The fund is managed by Amundi and supports onchain minting and redemption using Circle stablecoins. Solana’s RWA market also grew 43% quarter-over-quarter in Q1 2026 (to $2.01B), then rose past $2.8B by May before reaching $3.62B in early July.

Bullish

The data points to accelerating demand for Solana’s RWA market infrastructure: near-$1B monthly net inflows and rapid growth in tokenized asset count and holders. The launch of Amundi-managed SAFO on Solana is a credible TradFi-to-Web3 signal, which often draws additional capital flows and improves sentiment around SOL-linked ecosystem activity. Short-term, the strong inflow metrics and a major issuer headline can support risk-on positioning and increase attention to SOL, especially for traders tracking RWA “capital rotation” into tokenized products. The sharp gap versus Ethereum and BNB Chain also suggests room for continuation if inflows persist. Long-term, RWA growth tends to be sticky once liquidity and issuance/redemption rails (here, onchain minting/redemption via Circle stablecoins) mature. If Solana sustains similar net inflow momentum, it could reinforce its role as a leading RWA settlement layer. However, traders should watch for potential variability in monthly flows (as with past RWA cycles where inflows spike around launches) and broader crypto liquidity conditions.