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The Plumeberg News - $100M RWA Trades, Landmark DAO Case, and $5T Tokenization Outlook
January 4, 2025

The Plumeberg News offers weekly insights into the Real World Asset Finance (RWAfi) sector, carefully curated by the Goonheads specifically for PLUME GOONS.

Here is an overview of what the Plumeberg News will cover: 

  1. Weekly RWA Highlights
  2. RWAfi Market Commentary 
  3. Narrative Overview
  4. RWAfi Category Insights
  5. Tokenized Assets Analytics

1)Weekly RWAfi Highlights

RWAs in 2025: Tokenization Set to Drive $5 Trillion Market

By 2025, RWA markets are projected to hit a $5 trillion valuation, powered by tokenization and broader access to traditional assets. Enhanced blockchain infrastructure, clear regulations, and institutional adoption—expected to contribute over 70% of liquidity—will be key drivers. Interoperability between blockchains and DeFi platform growth will reduce fragmentation and boost global efficiency.

Read more: crypto-economy.com

Landmark DAO Case in Hong Kong Sparks Regulatory Debate

The Hong Kong High Court has ordered six defendants to disclose financial records in a significant case involving a Decentralized Autonomous Organization (DAO) and RWA tokenization, with allegations of over 6 billion HKD in misappropriated assets. This case has reignited discussions about DAO-specific regulations. Ng Kit Chuang, Chair of the Legislative Council's Web3 Forum, emphasized the need for legal frameworks to address issues like recognition and banking access, positioning Hong Kong as a hub for DAOs.

Read more: binance.com

Solana’s RWA Sector Surges as Parcl Hits $100M Daily Trading Volume

Solana’s RWA sector is on the rise, highlighted by Parcl reaching $100 million in daily trading volume. This growth reflects the sector’s increasing momentum as 2025 approaches. Other notable achievements include OpenCover’s $100 million in transactions through its partnership with RequestFinance and Uniswap’s record-breaking $15.65 billion monthly trading volume.

Read more: thedefiant.io

RWA Tokenization Sees 58X TVL Growth in 3 Years

The RWA sector has reached a record total value locked (TVL) of $8.217 billion, a 58-fold increase over three years. Leading platforms like Usual and Hashnote account for over 35% of this growth, with Usual’s governance token hitting a new high. However, some protocols, including Danogo and Solv, have seen declines, reflecting varied performance across the ecosystem.

Read more: cryptopotato.com

2)RWA Market Commentary

1. Growth and Institutional Adoption

The RWA sector is booming, with a total value locked (TVL) surging 58x in three years, reaching $8.217 billion. Institutions are expected to contribute over 70% of liquidity by 2025, driven by improved blockchain infrastructure and regulatory clarity. Major players like Usual and Hashnote are spearheading this growth, fueling record-breaking transaction volumes.

2. Challenges and Opportunities in RWA Implementation

The lack of regulatory frameworks and legal recognition for DAOs poses hurdles for global adoption. However, democratized access to tokenized assets offers unprecedented opportunities for small investors. Addressing banking and compliance challenges could unlock significant market potential.

3. Sector-Specific Dynamics

Solana’s RWA sector is thriving, with Parcl achieving $100M daily trading volume. Platforms like Usual and Hashnote lead in TVL growth, while some protocols face setbacks. Meanwhile, decentralized finance (DeFi) and tokenization are reshaping traditional sectors like real estate, improving liquidity and efficiency.

4. Emerging Trends and Future Outlook

Trends like cross-chain interoperability, DeFi platform expansion, and enhanced regulations will drive global liquidity and accessibility. The growth signals a paradigm shift in how traditional assets are traded and managed.

3)Narrative Overview

Top Performing narratives (7D change):

  • Derivatives: 11%
  • AI: 7%
  • NFTs: 6%
  • DEX: 5%
  • RWA: 4%

RWA Index Ranking 4th:

4)RWA Category Insights

Market Cap: $19.92B (+5.1%)

Top Gainers: 

  • DeFiChain 66.7%
  • MBD Financials 23.8%
  • Swarm Markets 17.7%

Market Cap Ranking: 

  • Mantra $OM
  • Ondo $ONDO
  • Quant $QNT

5)Tokenized Assets Analytics

Private credit

  • Active Loan Value: $9.66B
  • Total Loans Value: $16.39B
  • Total Loans: 2331

Tokenized Treasures

  • Total Value: $4.00B (+0.32%)
  • Average Yield To Maturity: 4.03%
  • Holders: 12,142 (-1.3%)

Stablecoins: 

  • Market Cap: $201.67B (+7.74%)
  • Monthly Transfer Volume: $4.01T (+90.62%)
  • Monthly Active Addresses: 24.56M (+19.23%)

Conclusion

The RWA sector is emerging as a transformative part of the blockchain ecosystem. With a 58x increase in total value locked (TVL) over three years and institutions expected to provide 70% of liquidity by 2025, RWAs are reshaping how traditional assets are accessed and managed.

Key players like Parcl, Usual, and Hashnote are driving growth, while Solana’s expanding RWA activity highlights the sector’s scalability. As tokenization grows into areas like private credit and treasuries, and stablecoins see record transfer volumes, RWAs are integrating deeper into DeFi and traditional finance. Future advancements in cross-chain interoperability, regulations, and DeFi innovation will be crucial.