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- 2025: The Year of Stablecoins and Tokenisation of Assets
2025: The Year of Stablecoins and Tokenisation of Assets
ALSO: The biggest global institutions are all ears on how they can implement blockchain into their operations...
Jesse Prince-Fraser
March 30, 2025
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Market Pulse
cc: rwa.xyz
RWA GROWTH ALERT: Total market is now $19.53B (↑7.55% from last month) with 92,185 active holders.
The Big Picture 🤳🏽
Stablecoins are dominating at $227.32B
Private Credit showing institutional momentum demand ($23B)
Most explosive growth: Tokenised stocks up 13.27% from last week 🔥
Insider Insight: This indicates that institutional capital and big whales are quietly positioning amidst market uncertainty and retail capitulation.
Top Networks in TVL:
🥇 Ethereum - $136.7B
🥈 Tron - $64.4B
🥉 Solana - $11.4B
Source: rwa.xyz
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Market Movements
TRANSFER VOLUME EXPLOSION: $2.04T (↓7.48% from last month) This represents 1.09% of all M2 Money Supply - a figure that continues to grow MoM.
Market Leaders:
🥇 Tether - $142.8B
🥈 Circle - $58.7B
🥉 Sky - $7.4B
The Latest:
❄️ InterContinental Exchange (ICE), the owner of the New York Stock Exchange (NYSE), plans to explore using Circle’s USDC stablecoin.
It aims to use them in derivatives exchanges, clearinghouses, data services, including “building new markets. See More →
🇯🇵 Circle is the first stablecoin to be recognised and officially launched in Japan
Launching on @sbivc_official, a strategic JV with SBI Holdings, there is due to be imminent launch of $USDC by SBI VC Trade, with other major exchanges to follow. Check it out →
💰 Private Credit ($12.4B in active loans)
LOAN VOLUME: $23B across all protocols in total loans.
Market Leaders:
🥇 Figure - $9.6B
🥈 Tradable - $1.8B
🥉 Maple - $313M
OPPORTUNITY SPOTLIGHT: Institutional-grade yields in sectors traditionally gatekept by banks are now accessible through these protocols.
🥇 Commodities ($1.28B / ↑6.6%)
VOLUME GROWTH: $1.28 (↑6.62% from last month)
WALLET COUNT: 64.2K addresses holding tokenised commodities.
Market Leaders:
🥇 Paxos - $663.9M
🥈 Tether - $597.6M
🥉 Comtech Gold - $10.6M
WHAT'S NEXT: Gold continues to take the limelight as it climbs to new highs in 2025, so we can expect that tokenisation of it comes in suit too.
📈 Bonds ($132.9M / ↓0.82%)
CURRENT STATE: 663 Holders (↑0.1% from last week).
Market Leaders:
🥇 Spiko - $104.5M
🥈 Backed Finance - $20.7M
🥉 OpenTrade - $7.6M
📊 Stocks ($445.4M / ↑13.16%)
TRANSFER VOLUME: $29.7M (↑133.6% from last month). With 346 active addresses and 1,459 holders, this suggests significant institutional movement.
Market Leaders:
🥇 Exodus Movements - $429.8M
🥈 iShares Core S&P 500 - $7.2M
🥉 Coinbase Global - $4.5M
Weekly Resource List
👻 Phantom Wallet: Multi-Chain Simplicity
WHY IT MATTERS: Most new RWA projects are launching on Solana first, making Phantom essential for early access. Get Started →
💳 Coinbase Wallet: Institutional Bridge
INSIDER TIP: Coinbase Wallet now supports the specific token standards used by 90% of RWA issuers. Access Now →
🌐 RWA.xyz: The Analyst's Edge
HOW TO USE IT: Filter by "growth rate" to spot emerging RWA categories before they trend. Explore Data →
🔎 Santiment: Signal Through Noise
PRO MOVE: Set alerts for wallet movements over $1M in RWA tokens to spot institutional activity. Set Alerts →
🔒 Exclusive Report Access
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