⏱️ TL;DR - 30 Second Takeaways

• Stripe says stablecoins are “superconductors for financial services”

• Bank of America is considering launching a stablecoin

• Ondo and Mastercard team up with a tokenised fund

Read Time: 5 Minutes

⚡️ Quick Navigation

1. Maket Pulse

2. Market Movements

3. Weekly Resources List

4. Exclusive Report Access

Market Pulse

RWA GROWTH ALERT: Total market is now $17.9B (↑18.91% from last month) with 87,257 active holders.

The Big Picture 🤳🏽

• Stablecoins are dominating at $220.45B

• Private Credit showing institutional momentum ($12.20B)

• Most explosive growth: Commodities up 42.75% MoM 🔥

Insider Insight: The monthly transfer volume surge indicates institutional capital quietly positioning before public announcements.

Top Networks in TVL:

1. 🥇 Ethereum - $132.7B

2. 🥈 Tron - $62.6B

3. 🥉 Solana - $10.7B

Source: rwa.xyz

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Market Movements

💵 Stablecoins

TRANSFER VOLUME EXPLOSION: $2.2T (↓36.61% from last month) This represents 1.05% of all M2 Money Supply - a figure that doubled in just 12 months.

Market Leaders:

1. 🥇 Tether - $141B

2. 🥈 Circle - $55.1B

3. 🥉 Sky - $7.4B

BREAKING DEVELOPMENT: 

Bank of America CEO Brian Moynihan is considering launching a stablecoin pending regulatory approval, as revealed in his interview with David Rubenstein yesterday.

The Trump administration's pro-crypto stance is shifting the landscape.

While approximately 30 global banks are exploring stablecoins, most prefer discussing tokenised deposits.

ALSO: 

Stripe founders outlined stablecoins in their annual letter after acquiring Bridge, revealing SpaceX uses it to repatriate Starlink payments from global markets.

Benefits include it being cheaper, faster transfers, global accessibility, and programmability.

See more here.

💰 Private Credit ($12.2B in active loans)

LOAN VOLUME: $22.1B across all protocols.

Market Leaders:

1. 🥇 Figure - $9.4B

2. 🥈 Tradable - $1.9B

3. 🥉 Maple - $272M

OPPORTUNITY SPOTLIGHT: Institutional-grade yields in sectors traditionally gatekept by banks are now accessible through these protocols.

🥇 Commodities ($1.19B / ↑6.5%)

VOLUME GROWTH: $600M (↑42.75% from last month) 

WALLET COUNT: 58.6K addresses holding tokenised commodities

Market Leaders:

1. 🥇 Paxos - $603.2M

2. 🥈 Tether - $560M

3. 🥉 Comtech Gold - $13.1M

WHAT'S NEXT: Watch for livestock and wine trading expansion in Q2 2025.

📈 Bonds ($117.2M / ↓4.59%)

CURRENT STATE: 662 Holders (↑0.6% from last week).

Market Leaders:

1. 🥇 Spiko - $90.8M

2. 🥈 Backed Finance - $20.1M

3. 🥉 OpenTrade - $6.3M

📊 Stocks ($14.4M / ↓12.99%)

TRANSFER VOLUME: $12.7M (↓81.2% from last month). With 220 active addresses and 1,173 holders, this suggests large institutional movement.

Market Leaders:

1. 🥇 iShares Core S&P 500 - $7.2M

2. 🥈  Coinbase Global - $4.5M

3. 🥉 Nvidia - $1.3M

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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