Will RWAs Drive Mass Adoption? The second panel by @NOWNodes moderated by @SamuelHBurke, CCO at @CCNCitizens featured Elias Enriquez of @HoudiniSwap, @MartinFromTon of @toncommunity, @gchan01 of @Paxos and @ThePhunky1 of @GlobalStake Full panel here:

New RWAs are coming to Monad via @Centrifuge The first are tokenized Treasury bills (JTRSY) and AAA CLOs (JAAA) from Janus Henderson, alongside Apollo’s diversified credit strategy (ACRDX) Investors hold tokenized fund shares with direct claims on the underlying assets and in-kind redemption rights Centrifuge is also launching deRWA wrappers — deJTRSY, deJAAA, and deCRDX — freely transferable tokens designed for seamless integration across the Monad DeFi ecosystem, with 24/7 access and onchain liquidity

Most people think of RWAs as treasuries. But GPUs, data centers, and energy contracts are real-world assets too. Rax Finance is building the financial layer for AI infrastructure RWAs.

Brazil is becoming an important testbed for tokenized RWAs. Some of the country’s largest banks and market infrastructure players are testing RWA tokens for debentures and investment funds through a capital markets initiative led by ANBIMA. The focus is on whether tokenized assets can improve how financial products are issued, transferred, governed, and settled. As our Founder and CEO, @jeremyng777, told @BrCointelegraph: “Tokenization gains traction where it solves a concrete problem.” Read more on Jeremy's inputs here:

Different strategies that projects are deploying to adopt RWAs in DeFi. Take a look at the gap: + represented RWA value: $437.19b - 204% gain over 30 days + distributed RWA value: $30.92b - only 6% gain over 30 days This means the gap between these 2 metrics is getting much larger. I think the major reason lies in how protocols adopt this RWA value in practice - they're really slow. How to speed up this progress? imo, there are three ways to adopt RWAs depending on the protocol's strengths. 1. Having RWAs as collateral assets for lending + outstanding model: @aave horizon market + total market size: $506m + total borrows: $156.4m Remarkable RWAs include RLUSD from @Ripple, USCC and USTB from @SuperstateInc, GHO from Aave, VBILL from @vaneck_us, and more. At the leading position of Aave, having these RWAs as collateral assets is a smart move, leveraging strong reputation and wide connections with institutions and funds. However, these RWAs are mostly stablecoins. Aave really needs to diversify the list. 2. Putting RWAs into productive yields + outstanding model: @pendle_fi + total market size: estimated at above $1b + highest implied APY: 20.84% Pendle seems to be a trusted place for RWAs to become fully composable in DeFi by turning them into PT-assets. Thanks to Pendle, RWAs can also be present in agentic strategies conducted on INFINIT, in collab with lending platforms like Aave or Morpho. 3. Tokenizing RWAs into tradable assets + outstanding model: @OndoFinance Global Markets + total market size: $755.9m + total volume (CEX + DEX): $17.1b Ondo Global Market is taking the lead in making tokenized stocks fully mintable and tradable. TVL has been growing super fast since launch in September 2025.

By the end of Q1 2026: > tokenized RWAs had scaled to $19.3B > tokenized commodities had grown to $5.5B > tokenized stocks had reached $0.5B > tokenized ETF market cap had reached $0.3B > RWA perps volume had climbed to $524.8B in Q1 alone That is not one isolated pocket of growth. It is a sign that tokenization is spreading across multiple layers at once: > more asset classes > more trading activity > more distribution channels > more ways for users to access these assets > more competition around who controls the infrastructure underneath That last part matters most. As @coingecko points out, the market is becoming more competitive around regulatory standing, asset coverage, and distribution reach. In other words, the conversation is moving beyond whether RWAs can exist onchain. The real question now is: which networks and rails are actually built to carry this market as it scales? That is where Rayls sits. Rayls is not built around speculative throughput claims or generic tokenization rhetoric. It is built around the harder part of this market: > compliant infrastructure > institutional-grade execution > privacy where financial activity requires it > rails for real-world assets and receivables > broader access paths as the ecosystem expands A market at $19.3B does not just need more issuance. It needs better infrastructure for participation, movement, distribution, and settlement. It needs systems that can support real financial activity without breaking under the requirements institutions actually operate with. That is why reports like this matter. They do not just show that the RWA category is growing. They show that tokenization is becoming an infrastructure race. And that is the race Rayls is being built for. CoinGecko’s RWA Report 2026:

A defining moment for real-world assets. The CLARITY Act cleared the Senate Banking Committee. RWAs are closer to a defined regulatory framework than they've ever been, while the structural blocker that has kept institutional capital from flowing onchain at scale is being addressed. Mantle is the distribution layer this unlocks, connecting traditional finance to onchain liquidity. With this clarity, the path RWAs take from issuance to settlement runs through one stack. Where real-world finance flows.