📊 +10.7%. RWA was the only sector that rose throughout July, with token prices up 10.7%.
L2, DeFi, and the AI sectors were all down.
CryptoRank data was cross-verified with Yahoo Finance and BitcoinWorld.
On-chain total value for RWA reached $33.5 billion. A year ago it was only $11.8 billion—nearly three times.
The rwa.xyz dashboard shows about 959,000 wallets holding these assets.
This isn’t retail-driven hype.
In early July, Securitize listed on the NYSE via a SPAC merger, ticker SECZ. It raised $400 million at a $1.25 billion valuation. Both Tembusu Partners and GNCrypto confirmed it. A tokenization infrastructure company is now on the NYSE main board—backed by Blackstone and Ark Invest.
But there’s a problem: 80% of on-chain RWA is US Treasury securities. Yellow’s research report broke down the numbers: private credit accounts for just 7%, and commodities are under 3%. The underlying assets are too concentrated. If US Treasury yields were to crash, the entire RWA sector would fall together.
The direction is right. BTC $62,937 fell 2%, and ETH $1,867 fell 1.9%. Miners are shutting down, stablecoins are shrinking—but only on-chain assets are holding up. No pump needed. It’s about bringing real-world assets onto the blockchain.
$BTC $ETH
L2, DeFi, and the AI sectors were all down.
CryptoRank data was cross-verified with Yahoo Finance and BitcoinWorld.
On-chain total value for RWA reached $33.5 billion. A year ago it was only $11.8 billion—nearly three times.
The rwa.xyz dashboard shows about 959,000 wallets holding these assets.
This isn’t retail-driven hype.
In early July, Securitize listed on the NYSE via a SPAC merger, ticker SECZ. It raised $400 million at a $1.25 billion valuation. Both Tembusu Partners and GNCrypto confirmed it. A tokenization infrastructure company is now on the NYSE main board—backed by Blackstone and Ark Invest.
But there’s a problem: 80% of on-chain RWA is US Treasury securities. Yellow’s research report broke down the numbers: private credit accounts for just 7%, and commodities are under 3%. The underlying assets are too concentrated. If US Treasury yields were to crash, the entire RWA sector would fall together.
The direction is right. BTC $62,937 fell 2%, and ETH $1,867 fell 1.9%. Miners are shutting down, stablecoins are shrinking—but only on-chain assets are holding up. No pump needed. It’s about bringing real-world assets onto the blockchain.
$BTC $ETH