RWAs Rise 13.5% as Ethereum Leads $1.7B On‑Chain Inflows
Demand for tokenized real‑world assets (RWAs) climbed 13.5% over the past 30 days despite a roughly $1 trillion marketwide crypto sell‑off, driven by increased issuance and more unique wallet holders, RWA.xyz and market data show. Net on‑chain RWA inflows were concentrated on Ethereum ($1.7B), Arbitrum ($880M) and Solana ($530M). Excluding stablecoins, tokenized securities and yield‑bearing instruments — especially tokenized US Treasurys and money‑market style funds — account for the largest RWA category, with more than $10B outstanding on‑chain. Institutional participation is rising: asset managers including BlackRock (BUIDL), JPMorgan and Goldman Sachs have moved into tokenized treasury and money‑market products; BlackRock listed its tokenized Treasury fund on Uniswap. Traders report tokenized money‑market funds are increasingly being used as DeFi collateral. Ethereum’s technicals show a short‑term downtrend (price near $1,980, support ~$1,966, resistance ~$2,065; RSI in the low 30s, bearish Supertrend on futures), highlighting persistent derivatives‑led deleveraging and fragile sentiment in spot markets. Key takeaways for traders: growing demand for on‑chain yield products may redirect capital from volatile crypto risk assets into tokenized fixed‑income-like instruments, potentially reducing short‑term volatility; networks hosting RWAs (ETH, Arbitrum, Solana) could see higher transaction volumes and fee activity; monitor institutional listings, Treasury token flows, and RWA collateralization trends as potential liquidity and price‑support signals. This is informational, not investment advice.
Bullish
The RWA inflows and institutional product listings point to growing demand for tokenized fixed‑income-like instruments, which is likely bullish for the native network token mentioned most prominently — Ethereum. Large net inflows ($1.7B) onto Ethereum increase on‑chain activity and fee demand, offering direct short‑term support versus continued derivatives‑led selling. In the short term, ETH may still face pressure from broader market deleveraging and bearish technicals (RSI low 30s, Supertrend negative), so price gains could be muted or volatile. Over the medium to long term, sustained issuance, rising use of tokenized money‑market funds as collateral, and continued institutional adoption (BlackRock, JPMorgan, Goldman Sachs) improve fundamentals for on‑chain demand and fee growth on Ethereum, supporting a bullish bias. Traders should watch Treasury token flows, institutional listings, and RWA collateralization metrics as catalysts for renewed ETH demand and lower realized volatility in risk assets.