RWA sector: A new capital frontier with 13-fold growth, the wave of tokenization of traditional assets (real estate, government bonds, accounts receivable) has swept Wall Street.
In just two years, the market size for RWA has skyrocketed from $1 billion to $25.93 billion (a 13-fold increase), accelerating its share of global investable assets. Giants like BlackRock and JPMorgan have entered the fray, driving the tokenization of U.S. Treasury bonds, real estate, and other assets to surpass $23.92 billion in on-chain management scale.
The core challenge of bringing real-world assets on-chain is data credibility—if the on-chain asset prices become disconnected from reality, it will trigger systemic risks. Chainlink's solution is key:
Compliance hard power: integrating KYC/AML rules into smart contracts and automatically switching regulatory strategies between Europe and the U.S.;
Security is extreme: each piece of data requires verification by multiple independent nodes, with 84% of nodes agreeing for it to take effect (Ethereum's oracle market share is 84%);
Institutional trust endorsement: SWIFT, DTCC, JPMorgan, and Mastercard all use its services, handling over $20 trillion in on-chain assets.
"All RWA projects must use Chainlink"
The Chainlink Reserve, launched in August 2025, serves as a catalyst for price increases:
Enterprises pay service fees (whether in fiat or cryptocurrency), and the system automatically converts them into LINK; funds are deposited into a multi-signature wallet with a 'withdrawal cooling period' to prevent sell-offs; staking LINK can earn a 4.3% annual yield, further tightening circulation.
Accumulating over $1 million LINK in half a month has driven the token to surge 50% in two weeks. Increased demand → increased revenue → massive purchases of LINK → price surge → attracting more users, forming a self-reinforcing flywheel.
When BlackRock paid a $62.5 million dividend using the BUIDL fund, and when Hong Kong attracted 44 institutions, including Fosun International, to compete for licenses through stablecoin regulations, RWA has transformed from a concept to a battleground for capital.
Chainlink's irreplaceability lies in: it is the only compliant conduit for on-chain trillion-dollar traditional assets, while the reserve mechanism is accelerating the absorption of circulating LINK.
On-chain data does not lie: a mysterious wallet recently withdrew $10 million LINK from exchanges, indicating that institutional positioning is quietly accelerating.
The regulatory adjustment period for RWA may last 3-5 years, with Chainlink's technological bottlenecks and cross-chain fragmentation remaining a Damocles' sword.
