RWAs post 13.5% monthly gains as $1T exits the crypto market

ambcryptoОпубліковано о 2026-02-18Востаннє оновлено о 2026-02-18

Анотація

Real-world assets (RWAs) on public blockchains grew by 13.5% in the past month, even as $1 trillion exited the broader crypto market. Ethereum remains the dominant platform with $178.9 billion in tokenized assets, followed by Solana and BNB Chain. Over 30 days, Ethereum added $1.7 billion in new value, nearly doubling Arbitrum’s growth. According to Coin Bureau’s Nic Puckrin, this trend signals a major shift in the digital asset sector, with capital rotating toward yield-bearing, cash-flow-backed instruments rather than simply leaving the ecosystem. Tokenization is expanding beyond a single chain, reflecting a long-term foundational change in the market.

Real-world assets (RWAs) on public blockchains have grown by 13.5% over the past 30 days, despite the market downturn. While Ethereum [ETH] is a key platform for this growth, other networks are also gaining space.

About the same, Nic Puckrin, investment analyst and co-founder of Coin Bureau, told AMBCrypto,

“The steady growth that we’ve seen in tokenized real-world assets (RWAs)... is one of the clearest signs yet of the transition the digital asset sector and the wider economy is undergoing right now.”

Ethereum at the center of RWAs growth

The network held approximately $178.9 billion in tokenized asset value at press time, far ahead of competitors.

Solana [SOL] followed with $17.3 billion, while BNB Chain [BNB] accounted for $15 billion and Arbitrum [ARB] held $8.6 billion. Base and Polygon [POL] trailed with $4.6 billion and $3.5 billion, respectively.

Over the past 30 days, Ethereum added $1.7 billion in new value, nearly double Arbitrum’s $880 million increase and significantly ahead of Solana’s $528 million growth.

Other chains also saw gains, including Liquid Network ($281 million), BNB Chain ($171 million), and XRP Ledger [XRP] ($159 million).

Tokenization is no longer limited to one ecosystem.

According to Puckrin, these capital flows are a long-term foundational change.

“The divergence suggests capital isn’t simply leaving the ecosystem, but rather rotating toward yield-bearing, cash-flow-backed instruments.”

He further added,

“This is typical during liquidity regime shifts, but we’re seeing it clearly in crypto for the first time.”

Tokenized treasuries lead growth

Пов'язані питання

QWhat was the monthly growth percentage of real-world assets (RWAs) on public blockchains despite the market downturn?

AReal-world assets (RWAs) on public blockchains grew by 13.5% over the past 30 days.

QWhich blockchain network held the highest value of tokenized assets and what was the amount?

AEthereum held the highest value of tokenized assets at approximately $178.9 billion.

QAccording to Nic Puckrin, what does the growth in tokenized RWAs signify for the digital asset sector and the wider economy?

ANic Puckrin stated that the growth in tokenized RWAs is 'one of the clearest signs yet of the transition the digital asset sector and the wider economy is undergoing right now.'

QHow much new value did the Ethereum network add in tokenized assets over the past 30 days, and how does it compare to Arbitrum and Solana?

AEthereum added $1.7 billion in new value, which was nearly double Arbitrum's $880 million increase and significantly ahead of Solana's $528 million growth.

QWhat does the analyst suggest is happening to capital in the crypto ecosystem based on the divergence in asset growth?

AThe analyst, Nic Puckrin, suggests that capital isn't simply leaving the ecosystem but is 'rotating toward yield-bearing, cash-flow-backed instruments,' which is typical during liquidity regime shifts.

Пов'язані матеріали

Borrowing Money from a Hundred Years Later, Building Incomprehensible AI

Tech giants like Alphabet, Amazon, Meta, and Microsoft are undergoing a radical financial transformation due to AI. Their traditional "light-asset, high-free-cash-flow" model is being dismantled by staggering capital expenditures on AI infrastructure—data centers, GPUs, and power. Combined 2026 guidance exceeds $700 billion, a 4.5x increase from 2022, causing free cash flow to plummet (e.g., Amazon's fell 95%). To fund this, they are borrowing unprecedented sums through long-dated, multi-currency bonds (e.g., Alphabet's 100-year bond). The world's most conservative capital—pensions, insurers—is now funding Silicon Valley's most speculative bet. This shift makes these companies resemble heavy-asset industrials (railroads, utilities) rather than software firms, threatening their premium valuations. Historically, such infrastructure booms (railroads, fiber optics) followed a pattern: genuine technology, overbuilding fueled by competitive frenzy, aggressive debt financing, and a crash triggered by financial conditions—not technology failure. The infrastructure remained, but many original builders and financiers did not survive. The core gamble is a "time arbitrage": using cheap debt today to build scale and lock in customers before AI capabilities commoditize. They are betting that AI revenue will materialize before debt comes due. Their positions vary: Amazon is under immediate cash pressure; Meta's path to monetization is unclear; Alphabet has a robust core business buffer; Microsoft has the shortest path from infrastructure to revenue. The contract is set: the most risk-averse global capital has lent its time to Silicon Valley, awaiting a future that is promised but uncertain.

marsbit28 хв тому

Borrowing Money from a Hundred Years Later, Building Incomprehensible AI

marsbit28 хв тому

The 'VVV' Concept Soars 9x in Half a Year, The New AI Narrative on Base Chain

"The article explores the 'VVV' concept as the new AI-focused narrative within the Base ecosystem, centered around the token $VVV of the privacy-focused, uncensored generative AI platform Venice, led by crypto veteran Erik Voorhees. Venice has seen significant growth in 2026, with its API users surging, partly attributed to exposure from OpenClaw. The platform now boasts over 2 million total users and 55,000 paid subscribers. Correspondingly, the $VVV token price has risen over 9x this year. Key to its performance are tokenomics designed for value accrual: reduced annual emissions, subscription revenue used for buyback-and-burn, and a unique staking mechanism. Staking $VVV yields $sVVV, which can be used to mint $DIEM tokens. Each staked $DIEM provides a daily $1 credit for using Venice's API services, creating tangible utility. The article also highlights other tokens associated with the 'VVV' narrative. $POD, the token of distributed AI network Dolphin (which co-developed Venice's default AI model), saw a massive price surge. $cyb3rwr3n, a project for a Venice credit auction market, gained attention due to perceived connections to Venice's team despite official denials. Finally, $SR of robotics platform STRIKEROBOT.AI rose after announcing a partnership with Venice for robot vision-language model development. Overall, the 'VVV' ecosystem combines AI platform growth, deflationary tokenomics, and innovative utility mechanisms, driving significant investor interest and price action in related tokens."

marsbit37 хв тому

The 'VVV' Concept Soars 9x in Half a Year, The New AI Narrative on Base Chain

marsbit37 хв тому

Anthropic and OpenAI Have Single-Handedly Severed the Logic of Pre-IPO Stock Tokenization

The pre-IPO stock token market is experiencing significant turmoil following strong statements from AI giants Anthropic and OpenAI. Both companies have updated their official policies, declaring that any transfer of their company shares—including sales, transfers, or assignments of share interests—without prior board approval is "invalid" and will not be recognized in their corporate records. This means buyers in such unauthorized transactions would not be recognized as shareholders and would have no shareholder rights. A major point of contention is the use of Special Purpose Vehicles (SPVs), which are legal entities commonly used by pre-IPO token platforms to pool investor funds and indirectly acquire shares from employees or early investors. The companies explicitly state they do not permit SPVs to acquire their shares, and any such transfer violates their restrictions. They warn that third parties selling shares through SPVs, direct sales, forward contracts, or stock tokens are likely engaged in fraud or are offering worthless investments due to these transfer limits. This stance directly threatens the core model of many pre-IPO token platforms, which rely on SPV structures. The announcement revealed additional risks within this model, such as complex "SPV-within-SPV" layering that obscures legal transparency, increases management fees, and creates a chain reaction risk of invalidation. Following the news, tokens like ANTHROPIC and OPENAI on platforms like PreStocks fell sharply (over 20%). The market reaction highlights a divergence: while asset-backed pre-IPO tokens plummeted, purely speculative pre-IPO futures contracts, which are bilateral bets on future IPO prices with no claim to actual shares, remained relatively stable as they are unaffected by the transfer restrictions. The industry is split on the implications. Some believe the fundamental logic of pre-IPO token trading is broken if leading companies reject SPV-held shares, potentially causing a domino effect. Others, like Rivet founder Nick Abouzeid, argue that buyers of such unofficial tokens always knowingly accepted the risk of non-recognition by the company. The statements serve as a stark risk warning and a corrective measure for a market where valuations for some AI-related pre-IPO tokens had soared to irrational levels, far exceeding recent funding round valuations.

marsbit1 год тому

Anthropic and OpenAI Have Single-Handedly Severed the Logic of Pre-IPO Stock Tokenization

marsbit1 год тому

Anthropic and OpenAI Personally Sever the Logic of Pre-IPO Crypto-Stocks

The pre-IPO token market has been rocked by strong statements from Anthropic and OpenAI. Both AI giants have updated official warnings, declaring that any sale or transfer of their company shares without explicit board approval is "invalid" and will not be recognized on their corporate records. This directly targets Special Purpose Vehicles (SPVs), the common legal structure used by pre-IPO token platforms. These platforms typically use an SPV to acquire shares from employees or early investors, then issue blockchain-based tokens representing a claim on the SPV's economic benefits. Anthropic and OpenAI's position means that if an SPV's share purchase lacked authorization, the underlying asset could be deemed worthless, nullifying the token's value. Anthropic explicitly warned that any third party selling its shares—via direct sales, forwards, or tokens—is likely fraudulent or offering a valueless investment. The crackdown highlights risks in the popular SPV model, including complex multi-layered "Russian doll" SPV structures that obscure legal ownership, add fees, and concentrate risk. If one layer is invalidated, the entire chain could collapse. Following the announcements, tokens like ANTHROPIC and OPENAI on platforms like PreStocks fell sharply (over 20%). In contrast, purely speculative pre-IPO prediction contracts remained stable, as they involve no actual share ownership. The move is seen as a corrective measure amid a market frenzy where some pre-IPO token valuations (e.g., Anthropic's token hitting a $1.4 trillion implied valuation) far exceeded recent official funding rounds. Opinions are split: some believe this undermines the core logic of pre-IPO token trading if top companies reject SPVs, while others argue buyers always assumed this legal risk when accessing unofficial channels. The statements serve as a stark warning and a potential catalyst for market de-leveraging and clearer boundaries.

Odaily星球日报1 год тому

Anthropic and OpenAI Personally Sever the Logic of Pre-IPO Crypto-Stocks

Odaily星球日报1 год тому

Торгівля

Спот
Ф'ючерси
活动图片