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The Plumeberg News - RWAs Target $10T, Renewable Energy Tokenized, and Uranium Trades Go Digital
December 7, 2024

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

Landshare Partners with ForumPay & Roofstock to Unlock $10 Trillion Real Estate Market

Landshare ($LAND) has joined forces with ForumPay and Roofstock to revolutionize real estate investment via blockchain. By enabling stablecoin holders to invest in tokenized properties, this partnership brings liquidity, transparency, and global accessibility to the $300 trillion real estate market. Tokenized assets like real estate offer fractional ownership, faster transactions, and reduced barriers, making high-value assets available to all investors. With the tokenized assets market projected to hit $10 trillion by 2030, this innovation paves the way for significant growth.

Read more: newsbtc.com

Ethena and Securitize Propose USDtb for Spark’s $1B Tokenization Grand Prix

Ethena Labs and Securitize have submitted a proposal to integrate Ethena’s new stablecoin, USDtb, into Spark’s $1 billion Tokenization Grand Prix. Backed by BlackRock’s tokenized BUIDL fund, USDtb offers a stable, RWA-based alternative for liquidity management in the Sky ecosystem. The proposal, if approved, could enhance flexibility and stability while supporting the expansion of tokenized assets in DeFi. Evaluation criteria include liquidity, pricing, and alignment with strategic goals, with a governance vote determining the final outcome.

Read more: coinjournal.net

Elixir and Curve Bring BlackRock’s BUIDL to DeFi

Curve has partnered with Elixir to expand DeFi access for BlackRock’s tokenized money market fund, BUIDL. Through this collaboration, tokenholders can mint Elixir’s yield-bearing stablecoin, deUSD, backed by BUIDL and trade it for other stablecoins like USDC and USDT on Curve’s liquidity pools. Liquidity providers can earn rewards, with APRs reaching up to 40% for deUSD stakers. With tokenized Treasury products reaching $2.5 billion in TVL, this partnership highlights the growing demand for RWAs in DeFi.

Read more: cointelegraph.com

PowerDime and Chintai to Launch Tokenized Renewable Energy Platform

PowerDime is launching a tokenized renewable energy trading platform on Chintai's blockchain, targeting institutional investors and renewable energy projects. The platform will tokenize virtual power purchase agreements, offering fixed-price contracts and periodic cash flows. Focused on wind and solar energy, the platform aims to turn renewable energy into a viable investment opportunity while promoting sustainability. Initially available in the US, UK, and APAC regions, it plans further global expansion, highlighting the potential of regenerative finance and blockchain-driven carbon credit markets.

Read more: cointelegraph.com

Franklin Templeton Integrates Jiritsu Verification for Tokenized Funds

Franklin Templeton has added a Jiritsu-based verification system for its tokenized funds, the Franklin Bitcoin ETF (EZBC) and the Franklin OnChain US Government Money Fund (FOBXX). This system, built on Avalanche, ensures tokens are properly backed by fund shares, paving the way for retail investor access. The new tokens aim to reduce investment friction by allowing seamless DeFi integration and offering yield-bearing alternatives to stablecoins. Retail tokens are expected by year-end, opening blockchain-based fund investments to a wider audience.

Read more: cointelegraph.com

Tezos Launches World’s First Blockchain-Based Uranium Marketplace

Tezos has introduced Uranium.io, the first blockchain platform for uranium trading, in partnership with Curzon Uranium and Archax. The platform lowers barriers to entry, allowing retail investors to access uranium markets traditionally reserved for institutions. Uranium trades are tokenized on Tezos' blockchain, ensuring transparency and accessibility. Physical uranium (U3O8) will be stored at a regulated depository, streamlining global trade while supporting nuclear energy’s growing role in low-emission power solutions. This launch marks a significant milestone for RWA tokenization.

Read more: cointelegraph.com

Curve Finance Monthly Revenues Surge Over 20% Amid DeFi Boom

Curve Finance reported a 23% increase in monthly revenues, reaching an annualized $37 million, driven by demand for leveraged financing and its new Savings Vault featuring the scrvUSD stablecoin. The rise aligns with market optimism following pro-crypto sentiment under the Trump administration. Curve’s CRV token surged 300% since November, reflecting its evolving offerings, including low-risk yield products and partnerships like Elixir for BlackRock’s BUIDL fund. With $2.5 billion locked in tokenized Treasury assets, Curve continues leading DeFi innovation.

Read more: cointelegraph.com

2)RWA Market Commentary

Growth and Institutional Adoption

Landshare’s partnership with ForumPay and Roofstock showcases blockchain adoption in real estate, addressing a $300 trillion market and paving the way for $10 trillion in tokenized assets by 2030. BlackRock’s BUIDL fund integration into Curve and Elixir highlights growing institutional interest, driving $2.5 billion in tokenized Treasury TVL. Franklin Templeton’s Jiritsu-based verification system ensures compliance, supporting retail investor access and enhancing institutional credibility. These initiatives reflect the increasing alignment between traditional financial markets and blockchain technology, creating momentum for further adoption.

Challenges and Opportunities in RWA Implementation

Liquidity and accessibility challenges are addressed by platforms like Curve and PowerDime, offering yield-bearing stablecoins and tokenized agreements. However, barriers like regulatory compliance and KYC requirements persist, limiting retail adoption. Verification systems, such as Franklin Templeton’s on Avalanche, build trust but highlight the need for streamlined processes. Opportunities lie in further democratizing access to high-value assets while balancing innovation with regulatory frameworks to maintain investor confidence and market integrity.

Sector-Specific Dynamics

Real estate tokenization led by Landshare is transforming the $300 trillion market with fractional ownership and reduced costs. PowerDime’s renewable energy platform leverages blockchain to finance sustainable projects like wind and solar. Curve’s scrvUSD stablecoin reflects DeFi’s demand for low-risk yields, while Tezos’ Uranium.io introduces blockchain to commodities, providing retail access to previously exclusive markets. These developments highlight blockchain’s versatility across sectors, from energy to finance, enabling new revenue streams and investment opportunities.

Emerging Trends and Future Outlook

Pro-crypto sentiment under Trump’s administration is driving optimism and investor confidence, accelerating RWA market growth. Expanding use cases, such as tokenized uranium trading and renewable energy financing, demonstrate blockchain’s ability to enter niche markets. Retail-focused initiatives like Franklin Templeton’s tokens and Landshare’s fractional investments are democratizing asset access. With the tokenized asset market projected to grow to $30 trillion globally, the intersection of blockchain, DeFi, and RWAs points to a transformative financial future.

3)Narrative Overview

Top Performing narratives (7D change):

  • Options: 75%
  • LRT: 52%
  • DeFi 1.0: 28% 
  • Real Yield: 26%
  • RWA: 21%

RWA Index Ranking 4th:

4)RWA Category Insights

Market Cap: $22.25B (+0.5%)

Top Gainers: 

  • Creditcoin: 37.4%
  • IMO: 30.8%
  • UBXS: 20.2%

Market Cap Ranking: 

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

5)Tokenized Assets Analytics

Private credit

  • Active Loan Value: $9.47B
  • Total Loans Value: $15.98B
  • Total Loans: 2305

Tokenized Treasures

  • Total Value: $2.61B (3.8%)
  • Average Yield To Maturity: 4.48%
  • Holders: 8,830 (-0.67%)

Stablecoins: 

  • Market Cap: $193.38B (+12.43%)
  • Monthly Transfer Volume: $1.69T (+6.68%)
  • Monthly Active Addresses: 15.19M (-28.6%)

Conclusion

The RWA sector is witnessing notable growth, with Landshare targeting the $300 trillion real estate market and aiming for $10 trillion in tokenized assets by 2030. Curve’s scrvUSD stablecoin has driven a 23% revenue increase, with $14.5M in deposits. BlackRock’s BUIDL fund supports the $2.5B tokenized Treasury market, while PowerDime and Tezos bring tokenization to renewable energy and uranium, respectively, expanding accessibility and liquidity in previously exclusive markets.

The RWA sector is accelerating its integration into blockchain and DeFi ecosystems, transforming traditionally illiquid markets like real estate, renewable energy, and commodities into accessible investment opportunities. Partnerships such as Landshare's collaboration with ForumPay and Roofstock, and Tezos' Uranium.io, are pushing boundaries by democratizing access for retail and institutional investors alike. Challenges around regulatory compliance and accessibility persist, but innovations like Franklin Templeton’s verification system and tokenized Treasury products are addressing these gaps, driving confidence and adoption. As RWA tokenization expands, it is set to become a key driver of financial inclusion and efficiency.