Tokenized RWA Segments Expected to Grow Include Private Credit and Equity

During the TokenizeThis conference in New York, discussions revolved around tokenized stocks and retail adoption of tokenized real-world assets (RWAs). Key points included:

  • The stablecoin market is nearly $230 billion, while on-chain RWAs total $18.5 billion.
  • A Bitwise report highlighted Q1 as "the best worst quarter" for crypto; despite falling asset prices, stablecoin market cap reached a new high and RWAs grew 37% quarter over quarter.
  • BlackRock's tokenized money market fund, BUIDL, surpassed $2 billion in Assets Under Management (AUM).
  • Upcoming US legislation is expected to facilitate the growth of stablecoins and tokenized Treasury products.
  • Investment opportunities in publicly listed US stocks and private credit were emphasized as next steps for on-chain access.
  • Taurus estimates that fund tokenization could represent a $1 trillion market opportunity by 2030.
  • Investors are seeking integrated platforms like Robinhood that combine access to crypto, stocks, and tokenized private credit.

Overall, the consensus indicates a growing interest in integrating traditional investment opportunities with blockchain technology.