Nobody’s Ready for Ethereum’s $307B RWA Supercycle

Tokenized real-world assets (RWAs) have just set fresh records. Over the past week, total value climbed to $29 billion excluding stablecoins and an incredible $307 billion including them. This surge shows how quickly tokenized assets are moving into mainstream finance and becoming part of the wider market structure.

The composition of these assets reveals what big players are betting on. Private credit now makes up more than 50% of tokenized RWAs, while U.S. Treasuries account for about 25%. This dominance suggests that tokenization is no longer limited to experimental projects—it’s reaching deep into the core of traditional finance where real capital flows.

Ethereum Is the Settlement Layer

Ethereum is at the center of this boom. More than 75% of tokenized RWAs are deployed on Ethereum or its Layer-2 networks. That puts Ethereum in a strong position as the global settlement layer for on-chain finance. From stablecoins to tokenized bonds, the network is becoming the backbone for this growing market.

Ant Lab RWA Institute｜September 13-14 RWA Market Insights Market Data at New HighsOver the past week, tokenized RWAs reached fresh record levels:· $29B (excluding stablecoins)· $307B (including stablecoins)This milestone highlights growing acceptance of tokenized…

— Ant Lab (@AntLab_rwa) September 15, 2025

However, keep in mind that this trend isn’t just about technology. In a world dealing with inflation, geopolitical tensions, and de-globalization, investors are searching for safer and more flexible ways to store value. Tokenized Treasuries, private credit, and even gold are becoming hedging and liquidity tools. RWAs meet the urgent needs of today’s economic climate while providing the speed and transparency of blockchain.

The long-term outlook is even more striking. Polygon Labs projects tokenized RWAs could hit $30 trillion by 2034, while Bankless estimates that U.S. potential alone could top $100 trillion. Those numbers indicate RWAs could dwarf the current DeFi sector, becoming the foundation for a full migration of global markets onto blockchain rails.

In short, tokenized real-world assets are no longer a side story. They are rapidly becoming the core of on-chain finance, with Ethereum leading the charge and institutional money driving the next wave of adoption.

Read also: Forget the Fed Meeting – This is the Real Bull Signal for Bitcoin and Altcoins

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The post Nobody’s Ready for Ethereum’s $307B RWA Supercycle appeared first on CaptainAltcoin.