The Real World Assets (RWA) sector is a real rising star in the universe of cryptocurrencies. While traditional cryptos stagnate, RWAs experience impressive outperformance, carried by institutional adoption. Find out why RWA arouses so much enthusiasm and which players dominate this expanding market.
The outperformance of cryptos in the Real World Assets (RWA) sector
While the Crypto market still hesitates in the choice of its next direction, a sector has particularly stood out in the last 30 days: that of Real World Assets (RWA), or active in the real world in French.
👉 Discover the 11 trends that will mark the crypto ecosystem in 2025
Indeed, by observing the indices by sectors of the Terminal Artemis analysis platform, we can notice that The RWA sector is distinguished by outperformance compared to the rest of the Crypto market ::
Graph representing the performance of different Cryptos sectors
While sectors such as cryptocurrencies linked to artificial intelligence (AI) and the same marked the spirits in 2024, they accuse respectively a decrease of 34 % and 29 % in the last 30 days.
The recent performance observed on cryptocurrencies in the RWA sector is not just a simple “narrative”, but A real institutional adoption of these new investment vehiclesmore fluid, more transparent and more liquid than the assets of traditional finance.
Graph representing the evolution of the total locked value (TVL) of RWAs
As we can see on the above graph, TVL of Rwa is in quasi-conductingwith a clear acceleration following the election of Donald Trump as president of the United States.
Indeed, the latter instilled a wave of hopes concerning a regulation more conducive to the development of the crypto industry as a whole, and in particular by favoring actors operating on American soil.
Join Cryptoast Academy and discover the latest report on American cryptocurrencies 👇
Do not miss the Bullrun, join our experts on Cryptoast Academy
Advertisement
Institutional optimism for Rwa
The enthusiasm of traditional financial institutions for RWA continues to grow. Larry Fink, CEO of Blackrock, perfectly illustrated this trend by qualifying the tokenization of real active ingredients of ” Next financial market revolution ».
This vision is materialized by major initiatives. For example, Fidelity launched a RWA fund Specializing in energy infrastructure, which brought together $ 1.2 billion in just 2 weeks.
Finance giant Goldman Sachs has for his part associated with Centrifuge To tokenize $ 500 million in commercial loans, targeting European SMEs.
Donald Trump's political catalyst
While the last 4 years under the government of Joe Biden, especially with Gary Gensler at the head of the dry, have had the effect of slowing down the development of crypto industry, Donald Trump does not hear it.
Indeed, The new President of the United States does not hide from having convergent interests with the success of this ecosystem. Without dwelling on his various fundraising in cryptocurrencies during his campaign, or even on the fact that he, and his wife Melania Trump, launched their own same, the new president has every interest in this industry is prosperous .
🪙 Rwa and investment accessible to everyone: realistic or utopian promise?
Donald Trump is indeed involved in the decentralized finance platform (DEFI) World Liberty Financial (WLFI), which recently announced during the Ondo Summit, a partnership with Ondo Finance, one of the main RWA actors of the current crypto ecosystem.
In addition, Donald Trump said that crypto companies considered to be American, a concept that is still relatively vague to write these lines, would benefit from tax advantages. This measure aims to promote the development of Crypto companies and thus make it possible to carry out the campaign promise of Donald Trump: “ make the United States the World Crypto Capital ».
It is very likely that Wlfi and Ondo Finance will be considered as American crypto companies, and, as such, that they benefit from tax advantages.
Realt: Invest in real estate from $ 50
What are the most promising crypto players for the RWA sector?
Although the RWA sector is in full expansion, it is still relatively young and is for example, not as ripe as that of the DEFI. However, we can already identify several promising players at this stage for the future of the RWA sector.
Ondo Finance (Ondo): the giant of the tokenization of American treasury bills
We have already mentioned it above, Ondo Finance is one of the most important players in the RWA sector, and more particularly, to the tokenization of US Treasury bills (T-Bills).
By offering products such as the USDY or the BlackRock Ousg, stable -to -yield stables in a native manner, the TVL ofOndo Finance experienced good growth in 2024 ::
Graph representing the TVL of Ondo Finance
While on January 1, 2024, Ondo Finance owned “only” $ 192 million in TVL, the protocol is around $ 648 million to the writing of these lines.
The price of the Ondo cryptocurrency, the protocol governance token, has also experienced impressive growth: + 504 % in one yearwhich brings its price to around $ 1.4.
Although these performances are already quite remarkable, Ondo Finance will continue to innovate in 2025. Indeed, during the Ondo Summit conference, many projects were unveiled by the company behind Ondo Finance.
First of all, Ondo Finance has planned to deploy on new blockchains like Stellar or on the Go network Bitgo cryptocurrencies exchange.
In addition, the year 2025 should or even hatch the platform “Ondo Global Markets”, which would make it possible to trade ” thousands of American titles », Actions, bonds and ETF directly on the blockchain. An ambitious initiative that would have had a lower chance of seeing the light of day with an American government hostile to the development of the crypto industry.
To top it off, Ondo Finance has announced plan to launch his own Layer 1 blockchain 1. The latter would constitute the ideal digital environment for ” Rwa of institutional quality ».
While he could be criticized for the project that his token does not have great use if not to participate in his governance, launching a Layer 1 blockchain could question this argument in the future, especially if the Ondo were to serve as Gas Token.
Thus, Ondo Finance is not satisfied with its advances in the year 2024 and intends to expand its range of products in 2025.
Coinbase: Register on the most famous Crypto exchange in the world
Mantra (OM): the giant of land tokénisation
The Mantra project, axis more its strategy on land tokenization. With solid relations to the United Arab Emirates, Mantra is committed to tokenize, with 2 investment funds, more than 1.5 billion land assets.
And although none of these projects have yet emerged from the writing of these lines, It seems that the market more values the token OM on what is to come, rather than what Mantra offers at the moment.
Indeed, the Crypto OM has experienced exceptional growth in 1861 % In the past year, which positioned her at the 30th place of the most capitalized cryptocurrencies.
Unlike Ondo, Mantra already offers its own Layer 1, as well as a range of various services such as:
- Crypto swaps;
- Stuking on OM;
- Liquidity pools;
- A decentralized identity service (DID).
Other features are expected for omniverse, the Mantra ecosystem, during the year 2025. We can notably quote A decentralized exchange (Dex) with the return of vaults and The possibility of trading tokénized assets deployed on the Mantra Chain.
Although the omniverse promises to be very complete for the RWA sector, it is advisable to remain cautious in the face of a project which is potentially valued according to its future products and not its current proposal.
Buy crypto on binance, exchange n ° 1 in the world
Maple Finance (MPL): the discreet challenger
While our first 2 examples are now well known to the crypto ecosystem as evidenced by their strong valuations, an actor still relatively unknown could succeed in making a name among these giants of RWA.
It is Maple Finance, a protocol halfway between Defi and Rwa. Maple Finance is a protocol specializing in overollateralized loans with an emphasis on institutions, which allows it to offer better yields than its competitors.
After having suffered the full force of the collapse of the FTX platform in 2022, resulting in significant payments of payments, Maple Finance seems to have succeeded in straightening the bar as shown in the increase in TVL in 2024:
Graph representing the evolution of TVL per month for Mapple Finance
The TVL of Maple Finance, when it was “only” $ 112 million on January 1, 2024, is to write these lines about $ 544 million.
The Maple governance token, the MPL, has not yet found its price levels of 2022. The latter had reached a price record (ATH) of more than $ 68. The price of the MPL is to write these lines, about 83 % lower than its ATH with less than $ 12 per unit.
With new security measures and its commitment even in difficult times, Maple Finance has successfully convinced the institutional. It remains to be determined whether this commitment will be able to put light on this protocol and thus to make it a realization in appreciation of the price of the MPL.
Coinbase: Register on the most famous Crypto exchange in the world
Sources: Terminal artemis, Defillama
The crypto newsletter n ° 1 🍞
Receive a summary of crypto news every day by email 👌
Certain links present in this article may be affiliated. This means that if you buy a product or register on a site from this article, our partner gives us a commission.
Investments in cryptocurrencies are risky. There is no guaranteed high yield, a product with high performance potential implies a high risk. This risk taking must be in line with your project, your investment horizon and your ability to lose part of this savings. Do not invest if you are not ready to lose all or part of your capital
Passionate about the blockchain ecosystem, I like to deepen my knowledge and share my discoveries. In perpetual quest to learn more about cryptos, I recently joined the Cryptoast Research team where I provided a weekly fundamental analysis.
Théo Zananiri
139 articles
