I recently saw a report jointly published by the #币安 Research Institute and Cointelegraph, and the data inside is quite shocking:
As of the end of July, the market value of tokenized stocks has reached $370 million;
After removing large orders, the market size still achieved a 220% monthly growth within two months;
The number of addresses surged from 1,600 in June to over 90,000 in July.
This growth rate is almost identical to the pace during the DeFi explosion back in the day. It is worth noting that DeFi went from $1 billion to $100 billion in TVL in less than two years.
The research also pointed out:
👉 If 1% of the global stock market achieves #代币化 , the market value could exceed $1.3 trillion — this is 8 times the peak value of the DeFi market back then.
From stocks to bonds, from gold to carbon credits, RWA is becoming a bridge between "on-chain finance" and the "real economy." The demand for more complex DeFi infrastructure will also be directly driven by this trend.
This reminds me of a phenomenon: some ecosystems are already exploring the combination of RWA + exchanges. For example, some projects have launched RWA ecosystem tokens, which on one hand carry real assets on-chain, and on the other hand can integrate with exchange functionalities such as staking and contracts, providing investors with a more complete financial experience. The MineralFi ecosystem has recently made similar attempts, with MIFI as the first exchange RWA ecosystem token, and there will be further developments like staking and contract tools, which are worth continuous observation.
📌 In summary:
Stablecoins are the starting point for #RWA , tokenized stocks are the ignition point for RWA, and exchange RWA ecosystem tokens may become the next story.
What do you think? Will RWA lead to a "DeFi 2.0" market?
