Why does it matter?
In just 18 months, the value of tokenized Treasury bonds jumped to US $ 6.78 B in 48 active issuances, with +51,000 unique holders, according to RWA.xyz.
BlackRock already uses its BUIDL fund (US $ 2.9 B) as collateral on Deribit and Crypto.com, opening the door to retail traders.
The EU's DLT Pilot Regime could become permanent this year, removing the biggest regulatory friction in Europe.
The data that changes everything
The global RWA market surpassed US $ 25 B in Q2-2025 (+245× vs 2020), driven by institutional demand.
Only fiat stablecoins grew +76% year-on-year, reaching US $ 224.9 B; the flow is now shifting to Treasury-backed tokens with 4-5% APY.
My 3-step plan (not investment advice)
1. Gradual entry into $ONDO (Treasury infrastructure) between 1.05-0.98 USD; catalyst: expansion to Sei with USDY 4.25% APY just launched.
2. Regulatory coverage: accumulate $POLYX after each ESMA update; it is the only blockchain with native custody of regulated assets.
3. Yield overlay: park idle liquidity in USDY / sDAI and reinvest weekly coupons in $ONDO-USDC grid-bot 0.6-1%. (Back-tested 11.8% APR in 90 days).
Mini-checklist before you dive in
• Verify KYC on your CEX; some RWA tokens are "for level 2 users only".
• Check the yield curve vs gas on fast layers (Sei, Base).
• Set alerts for "mint/burn > 100 k" on tokenized T-Bill wallets: sudden increase = institutional entry.
And you?
Would you prefer liquid staking or dollar coupons on-chain? Leave your strategy below 👇
