🤔 Billions or Trillions?

RWA World Newsletter - April 11, 2025

A Friday? With this market volatility? Looks like it  – Ray Buckton, Head of Research at RWA World, back with you again to cover the latest and greatest of tokenzied assets. 🤝

Big news on the block(chain) as Mantra introduces its $108 million RWA and DeFi fund. 💰

Good timing, too, given that tokenized investment products are projected to reach $317 billion by 2028. 📅

🎯🔥 Rapid Fire Takeaways:

Or maybe it’s more – Ripple and BCG recently released a report showing $18.9 trillion by 2030 – talk about a big number. 🧮

Either way, Ondo is plotting for $100 billion by year's end, so whatever the actual figure, it’ll be enough to make traditional financial systems blush. 😊

🏎️ Tokenized Momentum Builds

Tokenized assets have held up nicely throughout the recent market chaos. Maker DAO's (now Sky’s) MKR token rose by double digits, while recent research by Binance suggests that RWAs were safer than Bitcoin during the tariff tantrums. There’s good reason for this resilience – real world yield meets technological innovation is an exciting topic. 🕺

Apollo thinks so, too, which is why they invested in Plume. Same with WeBank, which launched the POTOS blockchain, and Yala, which launched RealYield. Even Libertum is getting in on the action with its RWA bonding dex set to launch next month. 💱

New platforms mean an even greater number of assets making their way on-chain. Analysis shows that tokenized uranium is slowly powering up – check out U308 if you’re looking for spicy rocks. And our friends at Polytrade just launched Credefi NFT bonds with a sweet 22% yield backed by real-world assets. ⚡

🐴 Coins Getting Stable 

That title is a horse joke, which is overplayed, unlike actual stablecoin adoption. That’s quickly changing thanks to the SEC, which recently confirmed certain stablecoins are not securities but is still opining about how yield factors into the equation. Another big takeaway is that stablecoins must consider what “backing” means in a new era of regulatory clarity and institutional (and potentially governmental) use. 🏛️

The SEC even hosted a trading roundtable, including giants like Uniswap and Coinbase – how friendly of them. Meanwhile, the US Financial Services Committee passed the STABLE Act, while in Europe, the architect of MiCAR said there’s no need for a sequel… yet. ⌚

On the institutional side, the DTCC recently announced that it's launching a tokenized collateral platform in a big move toward digital assets, while Brazil’s Itaú Unibanco is considering its own stablecoin. Codex is also launching a stablecoin-only blockchain, and at the same time, Mastercard and PayPal are exploring stablecoins for B2B payments. 🌐

🏢 Institutions Going Full Send

That last paragraph was just a taste of the institutional fervor for tokenization. Crtl Alt is exploring tokenization via the Bank of England’s digital security sandbox, and BlackRock is officially working with BNY to publish fund data on Ethereum. And WhiteRock (unrelated to BlackRock, ironically) is working with Chainlink and Nasdaq to tokenize stocks. 📊

Big moves all around, as Euroclear joins Hong Kong’s Project Ensemble, and the Canton Network and Flowdesk have partnered for on-chain margining for crypto derivatives. Big buys, too, as Ripple is buying Hidden Road, a prime broker, to expand its offerings further. 🌌

Recall that Circle recently opened up USDC access to Japanese users. Well, Japan has been a focus lately as SMBC, AVA Labs, and Fireblockssigned an MoU for a stablecoin framework in the country. BOOSTRY also published its Japan security token market report, which is worth a read. 📜

🤯 Even More Tokenization!?

To cap things off, tZERO and DigiX shook hands on a tokenized fund collaboration, and ZA Bank’s survey of Hong Kongers showed that they want greater access to crypto. All while Fasset, Own, and Dinari announced the tokenization of $1 billion in US equities for their investors. 👀

📚 The Next Chapter 

Whether billions or trillions this year, tokenization is clearly the future.

We’re here to cover it, celebrate it, and help it grow. 

Check out our live X Space on Wolf every Thursday, 2 pm EDT – you’ll be glad you did. 

Until next time!