🎆 Billions Must Tokenize

RWA World Newsletter - July 4, 2025

Author

Ray Buckton
July 04, 2025

Happy ‘Murica Day, everyone – Ray Buckton, Head of Research at RWA World, here to light off some fireworks. 🦅

Good time to celebrate. Mavyrk CEO Alex Davis says RWAs are posted for hockey stick growth – and with the horrible banking experiences many folks have had, this move is personal. 😖

🎯🔥 Rapid Fire Takeaways:

Robinhood is helping make all this possible – they’re offering tokenized shares in OpenAI and SpaceX in the EU and just announced their Layer 2 blockchain on Arbitrum. 🏹

Discover big takes on big headlines like this on Tuesday and Thursday at 2 pm EDT on Wolf Crypto. Drop Ray an email or message on X if you want to hop on the panel and join the party! 🐺

🏛️ Hey There, Government 

With most illicit on-chain activity happening in stablecoins, the FATF isn’t stoked about tokenization but is coming around with the DOJ seizing $225 million in USDT. Part of Trump’s crypto portfolio scored a $100 million investment from the UAE, while the White House is murmuring about July being a “big month” for digital assets. The biggest US news is that the US Housing Agency now accepts Bitcoin as collateral – BTC for a house, anyone? 🏠

🦾 The World is Tokenizing

Money makes the world go ‘round, and China Renaissance’s $100 million investment into Web3 and Galaxy Digital’s $175 million funding round proves that. Partnerships also help spin the globe, and S&P Dow Jones Indices collaborating with Centrifuge for an on-chain S&P 500 Index is a big deal. More partnerships this week include: 

The timing is perfect – Chainlink is preparing for a $100 trillion wave of TradFi coming on-chain as Visa and Mastercard are poised to lose $250 billion or more on the encroachment of crypto into their territory (hence why Mastercard is on a hiring spree). And DeFi’s ballooning TVL, now nearly $60 billion, proves these two worlds are integrating fast. Speaking of integrations, here are some more: 

The RWA market has grown to over $24 billion, but how accurate is that blockbuster headline? With a growing amount of off-chain data coming on-chain, knowing where that data comes from is more important than ever. That’s where RWA World comes in with RWA Data Feeds – we’re your trusted data provider, whether watches or wine, we have you covered. 😉

🐴 Stable Coins (not horsing around) 

The title says it all – stablecoins are becoming the internet’s default settlement layer, with USDT on Tron surpassing $80 billion and institutional money pouring in, and Ripple’s RLUSD is the fastest-growing stablecoin in June. Despite the GENIUS Act causing some complications with the largest stablecoin issuers, dollar-pegged tokens still beat out the yuan 80:1, proving that dollars are still in control of the fiat currency situation. 💵

Infrastructure is shaping up nicely, with BitRail offering turnkey issuance solutions and Taurus launching the first private stablecoin contract. Stablecoin assets could also be key in cross-border settlements, as the interfaces mature into dedicated point-of-sale solutions. Regional expansion backs this up, with USDG launching in the EU and Ivy adding USDC and EURC to its payment platform. 💳

From BNB-related stablecoin payment cards to Bitcoin-backed stablecoins and Layer 1 blockchains built for USDT, stablecoins are now the golden child of asset tokenization. Ripple minting 12 million RLUSD and Resupply burning tokens is just the beginning. No wonder Circle applied for a national trust bank license to increase reserve custody… all while getting some flak for USDC use by North Korean IT workers. 🏦

🛰️ RWA Sectors & Launches

Progress everywhere, as ecosystems like XRPL, which just partnered with Wormhole, and Bitcoin, which is seeing an ever-expanding role in DeFi, are heating up. New platforms are launching to support this Cambrian explosion of growth: