Tizzy🐼 @Tizzy_Krypt - Twitter Profile

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about 2 months ago

RWA HAS ENTERED ITS NEXT PHASE RWA is starting to look less like one market and more like several markets forming around the same assets. ✧ @Ondo → tokenized Treasuries and stocks ✧ @Securitize → institutional funds and securities ✧ @binance → bStocks and tokenized equities ✧ @xstocksFi → bringing stocks onchain across multiple networks ✧ @RobinhoodApp → putting tokenized equities in front of a large retail audience The numbers show how quickly this is spreading. https://t.co/MylchNHraw now tracks about $38.5B in distributed RWA value across 210 platforms, with more than 4.5M holders. Most of the money is still in yield-bearing assets. Tokenized U.S. Treasury funds account for roughly $14.8B, with @OndoFinance around $2.7B. Stocks are different. The tokenized-stock market is around $2.92B, but it already has roughly 3.63M holders. @Ondo sits around $837M, followed by bStocks at $685M and xStocks at $344M. So there are two very different demand patterns developing: Treasuries are attracting capital. Stocks are attracting users. Then trading enters the picture. RWA perpetuals have reached roughly $2B in open interest, including about $1.54B in equity perps. That changes what an RWA can actually be used for. ⥤ A Treasury token can generate yield. ⥤ A tokenized stock can give users access to an asset onchain. ⥤ A perp can turn that same asset into a 24/7 trading market. And those are not interchangeable products. Owning a token backed by the underlying shares is fundamentally different from holding a synthetic position that only tracks the stock price. Regulation is beginning to address that distinction too. On September 17, the SEC introduced a temporary five-year Innovation Exemption for certain venues trading tokenized U.S. stocks, subject to conditions covering shareholder rights, issuer objections and the underlying market infrastructure. But there is one number I wouldn’t ignore. Tokenized-stock holders have grown rapidly, while transfer activity has not kept the same pace. More holders doesn’t automatically mean deeper liquidity. That is the part of RWA worth watching. The next stage isn’t simply about getting more assets onchain. It’s about turning those assets into markets people actually hold, move, trade and use. That is where the real competition is starting.

Tizzy_Krypt's tweet photo. RWA HAS ENTERED ITS NEXT PHASE

RWA is starting to look less like one market and more like several markets forming around the same assets.

✧ @Ondo → tokenized Treasuries and stocks
✧ @Securitize → institutional funds and securities
✧ @binance → bStocks and tokenized equities
✧ @xstocksFi → bringing stocks onchain across multiple networks
✧ @RobinhoodApp → putting tokenized equities in front of a large retail audience

The numbers show how quickly this is spreading.

https://t.co/MylchNHraw now tracks about $38.5B in distributed RWA value across 210 platforms, with more than 4.5M holders.

Most of the money is still in yield-bearing assets.

Tokenized U.S. Treasury funds account for roughly $14.8B, with @OndoFinance around $2.7B.

Stocks are different.

The tokenized-stock market is around $2.92B, but it already has roughly 3.63M holders.

@Ondo sits around $837M, followed by bStocks at $685M and xStocks at $344M.

So there are two very different demand patterns developing:

Treasuries are attracting capital.

Stocks are attracting users.

Then trading enters the picture.

RWA perpetuals have reached roughly $2B in open interest, including about $1.54B in equity perps.

That changes what an RWA can actually be used for.

⥤ A Treasury token can generate yield.

⥤ A tokenized stock can give users access to an asset onchain.

⥤ A perp can turn that same asset into a 24/7 trading market.

And those are not interchangeable products.

Owning a token backed by the underlying shares is fundamentally different from holding a synthetic position that only tracks the stock price.

Regulation is beginning to address that distinction too.

On September 17, the SEC introduced a temporary five-year Innovation Exemption for certain venues trading tokenized U.S. stocks, subject to conditions covering shareholder rights, issuer objections and the underlying market infrastructure.

But there is one number I wouldn’t ignore.

Tokenized-stock holders have grown rapidly, while transfer activity has not kept the same pace.

More holders doesn’t automatically mean deeper liquidity.

That is the part of RWA worth watching.

The next stage isn’t simply about getting more assets onchain.

It’s about turning those assets into markets people actually hold, move, trade and use.

That is where the real competition is starting.

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