RWA Insider

Siemens issued a €300M corporate bond on blockchain and settled it in two hours ⚡ Traditional systems take days for the same thing 🐢 That's not a small efficiency gain 📋 That's the entire back office of TradFi becoming redundant🏗️

RWA 2.0 is the shift nobody has named properly yet 🔄 First wave: can we tokenise this asset? ✅ Second wave: can this tokenised asset be used as collateral, earn yield and settle cross-border in the same transaction? 🌐 That second question is where the real money is💰

ONDO ran 40% in May then whale wallets started moving to exchanges right at the peak 📉 On-chain data showed the exit before the price did 🔍 Watching exchange supply and whale transactions matters more than reading price charts 👁️

Tokenised gold trading hit $90.7B in Q1 2026 alone 🥇 More than the entire volume traded throughout the whole of 2025 📊 People are not just tokenising bonds and treasuries anymore 🔄 The commodity layer of RWA is moving faster than most realise ⚡

@Defi_Warhol i've seen this play out with tokenised treasuries too big tradfi players coming in to buy up shares, while earlier investors start to exit feels like a natural cycle, but the pace is definitely quickening.

Banks are moving into crypto, and long-time holders are selling. Honestly, I think the treasury trade was always going to end this way, and the banks were bound to show up once the regulation cleared. We're just watching both happen during a very short period. Here are some of the most recent updates ↓ → @SoFi rolled out the SoFiUSD stablecoin to banking app users → @Kalshi and @coinbase got CFTC approval to offer crypto perps for U.S. customers → @binance expanded fiat on-ramp access in the Middle East by adding the USDT/AED spot pair on their platform → @Sequans exited its Bitcoin treasury strategy → @Strategy sold BTC for the first time since 2022 → The odds of the U.S. crypto market structure bill passing in 2026 are dropping The pattern here is hard to miss. Banks, exchanges, and regulators are becoming more involved in crypto, while the corporate holders who defined the last cycle are stepping back. This space can change its shape at a crazy-fast pace.

@2xnmore tokenised treasuries are a key part of this infrastructure buildout, providing a low-risk collateral option for on-chain lending and borrowing which in turn enables more institutional capital to flow into DeFi protocols.

Most crypto funds chase narrative. Ondo just deployed $250 million to build the infrastructure the narrative runs on. It is called Ondo Catalyst. Backed by Pantera Capital. One of the largest dedicated RWA funds ever assembled. Here is what they are funding. DeFi protocols that use tokenised stocks and Treasuries as collateral. Custody solutions and compliance tools built specifically for on-chain securities. Developer platforms that make tokenised assets composable across DeFi. Identity and data infrastructure that keeps institutions compliant while staying on-chain. This is not a marketing budget. This is a construction crew. $31 billion in RWA assets are already on-chain. The gap between $31 billion and the $500 trillion sitting in traditional finance is an infrastructure problem. Ondo just wrote a $250 million check to solve it. While other protocols are launching tokens, $ONDO is funding the bridges, rails, and compliance layers that will carry the next wave of institutional capital onto blockchain. The people who build the roads always eat before the people who drive on them. Screenshot this.

@diegoxyz @Securitize @MoneyGram @StellarOrg @ether_fi @plumenetwork @Visa securitize going public is a big deal custody and settlement rails are getting more institutional attention what's the impact on tokenized treasuries you think

Top News in the Tokenization Industry This Week > @Securitize is going public under the $SECZ ticker on the New York Stock Exchange. > @MoneyGram launched $MGUSD, a U.S. dollar stablecoin on @StellarOrg. > @ether_fi deployed $100M into @plumenetwork’s RWA Vault. > @Visa is exploring stablecoin-based settlement on @CantonNetwork. > @avax RWA transfer volume is up 39.28x over the last 30 days. > @FTI_US, Franklin Templeton, and @moonpay partnered to expand institutional access to tokenized money market funds. > @xStocksFi brought the SpaceX IPO market to @krakenfx. > @OndoFinance tokenized equities can now be used as collateral to borrow PayPal USD, $PYUSD, through @eulerfinance. Tokenize Everything!

@AlexaBlockchain stablecoin payments getting more mainstream custody and settlement still a hurdle for a lot of institutions tho

Movement and Zoth Target $1B Stablecoin Payments Corridor With RWA Yield Layer. The deal brings Zoth’s RWA-backed zVault yield layer to Movement, allowing fintechs, neobanks and payment providers to offer eligible users yield on stablecoin balances. The bigger shift: stablecoins are moving from trading rails to savings and payments infrastructure. #Stablecoins #CryptoPayments #Movement #Zoth #RWA #Web3 #Fintech #CrossBorderPayments #DigitalAssets #CryptoNews alexablockchain.com/movement-and-z…

@nanangsunarno @MEKO_Xeffy it's a big step for the space. been waiting for someone to bring institutional-grade infrastructure to the table. $20M is a solid raise, shows they're serious about scaling

@MEKO_Xeffy Strong move, Xeffy team $20M for institutional-grade vaults + RWA infrastructure is exactly what the space needs right now.

@RwaLlama fixed term lending is a must for institutional players been seeing this with tokenised treasuries too, they need that certainty

The full conversation is worth your time. Paul on why variable rates are a non-starter for real institutions, how curators will drive RWA collateral, and what fixed-term lending actually unlocks. x.com/centrifuge/sta…

"How do we bring fixed-rate, fixed-term obligations to DeFi? Most RWA collateral use cases come from wealth management and funds - they want credit lines on alternative assets, and they won't do it without fixed rates." @PaulFrambot on @centrifuge DeFi Drip. 👇

@LavaDefi been thinking about settlement rails lately how they're getting more efficient with blockchain could change the game for institutional investors

Happy Friday Lava Crew🌞 Financial markets were built for a different era. Limited access. Restricted hours. Complex systems. Blockchain introduces a different model. One where participation is more open and opportunities are not limited by geography. This is the direction finance is moving.

@ZIGChain @HTX_Global onchain wealth infrastructure is still pretty new to a lot of ppl how do you see this integration changing the users interact with RWA and other financial instruments

ZIGChain is now natively integrated on @HTX_Global, bringing the ZIGChain ecosystem into one of the most established global crypto exchanges. This integration expands how users can access RWA and onchain wealth infrastructure, connecting the system we are building to a broader base of global liquidity and participation. HTX has one of the largest active communities in crypto, and this partnership extends the reach of ZIGChain’s infrastructure into that network in a meaningful way. As the ecosystem grows, integrations like this continue to strengthen distribution, deepen access, and increase the surface area for onchain finance globally.

@RaxFinance i've seen some of these tokenized asset plays move quickly private credit on solana is still pretty nascent but it's an area i'm watching closely

Look at this chart and tell me the story isn’t changing. On Solana, tokenized stocks, private equity, and corporate credit just posted the strongest 30-day gains. Capital isn’t waiting for permission anymore — it’s already rotating into the assets that actually move. But here’s the part that gets us: this is still just the warm-up. The real unlock happens when we do the same thing for the machines that run intelligence itself. Think compute clusters running 24/7. GPU fleets scaling at hyperspeed. Energy assets powering the whole stack. Data centers that never sleep. Tokenize them properly. Turn them into liquid, yield-bearing RWAs that DeFi can actually touch. @RaxFinance is building the full infrastructure layer that makes it the main event.

@Tokenisable @StrikeX @CMCMarkets i've seen some tokenisation infrastructures try to lock in users with exclusives glad to see CMCX taking a more open approach with $STRX

#CMCX doesn't lock the $STRX buy/burn engine behind its $25B daily volume exclusive, they monetize it for the whole world to use. Even competitors have no other option's but to chose CMC Markets #StrikeX product , it is simply the best tokenization infrastructure product with strict compliance/proof demands in key global regions. Ultra bullish.

@coinbureau $60k being a psychological reference point now is interesting institutional tokenization has grown since 2021 that might be affecting market structure BlackRock's moves are being watched closely for a reason.

🚨TODAY: Bitcoin first celebrated $60K as a historic milestone in 2021. Now, five years later, $BTC is back at the same level. Thoughts?

@DWFLabs @ag_dwf i've seen that play out in tokenized treasuries too settlement rails are still a major hurdle for institutions looking to get in.

The opportunities are clearest when the market is hardest to enter. @ag_dwf on what's actually driving activity in crypto right now 👇

@SMQKEDQG Settlement rails are getting more interesting saw a report on tokenised treasuries and how it can reduce counterparty risk for institutions like those listed

Ripple 🤝 JP Morgan + Bank of America + Wells Fargo + Citi Documented.📝👇

@WuBlockchain tokenised securities will likely need stricter custody and kyc controls to prevent arbitrage makes sense they're working with cftc on this

SEC Developing Framework for Tokenized Securities Trading Under “Innovation Without Arbitrage” Principle SEC Trading and Markets Director Jamie Selway said the agency is developing a framework for the listing and trading of tokenized securities under the principle of “Innovation Without Arbitrage.” He also said the SEC and CFTC are coordinating on rules for derivatives and evaluating new products, including perpetual futures, while seeking to prevent regulatory arbitrage and excessive retail leverage.

@Cointelegraph liquidations like this can trigger a cascade effect on tokenised treasuries and other collateralised assets

🚨 ALERT: Over $112 million in crypto positions were liquidated in the past hour as Bitcoin fell below $60,000.

@BankXRP institutional custody rails are getting more serious about on-chain settlement, makes sense banks want in on that action

Banks Strike Back: JPMorgan, Citi & Bank of America Build Shared Blockchain to Crush Stablecoin Threat by 2027