The most interesting chart today isn’t BTC’s tug-of-war around $80K—it’s that RWA money is moving somewhere new 👀
The weekly report from RWA Foundation and Token Terminal says that during the week of October 18–25, Solana attracted $453.5 million in tokenized funds, accounting for 73% of total inflows across the top 10 chains. Stellar followed with $124.5 million, while Ethereum was actually on the outflow side.
The same story played out with tokenized stocks. Ethereum’s market cap fell by $26 million, and that money flowed to BNB Chain (+$135.9 million) and Solana (+$55.8 million).
Institutions were active too. Franklin Templeton added $33.9 million, and JPMorgan added $33.6 million. Together, they accounted for almost half of the week’s increase.
My take is simple: this round of RWA competition isn’t about which chain has more assets on it. It’s about which one can make it easier for new money to come in. Ethereum still has its core base, but this week’s incremental capital cast its vote—and it voted for Solana.
Of course, one week of data doesn’t prove a trend reversal. If Solana can keep absorbing this much next week, then we can call it a gear shift.
Do you think Ethereum is still the next stop for RWA, or is Solana really about to take a slice of the pie?
$SOL $ETH
#RWA #Solana #Tokenization
Not investment advice. DYOR. Trading involves risk.
The weekly report from RWA Foundation and Token Terminal says that during the week of October 18–25, Solana attracted $453.5 million in tokenized funds, accounting for 73% of total inflows across the top 10 chains. Stellar followed with $124.5 million, while Ethereum was actually on the outflow side.
The same story played out with tokenized stocks. Ethereum’s market cap fell by $26 million, and that money flowed to BNB Chain (+$135.9 million) and Solana (+$55.8 million).
Institutions were active too. Franklin Templeton added $33.9 million, and JPMorgan added $33.6 million. Together, they accounted for almost half of the week’s increase.
My take is simple: this round of RWA competition isn’t about which chain has more assets on it. It’s about which one can make it easier for new money to come in. Ethereum still has its core base, but this week’s incremental capital cast its vote—and it voted for Solana.
Of course, one week of data doesn’t prove a trend reversal. If Solana can keep absorbing this much next week, then we can call it a gear shift.
Do you think Ethereum is still the next stop for RWA, or is Solana really about to take a slice of the pie?
$SOL $ETH
#RWA #Solana #Tokenization
Not investment advice. DYOR. Trading involves risk.