The tokenization of real-world assets (RWA) is now emerging as the new model for traditional finance. This major advance could quickly benefit ETH, SOL, XRP, and LINK cryptocurrencies, according to analysts at Bitwise.
Tokenization: an inevitable but slow evolution
The arrival of the Trump administration in the White House has provided unprecedented regulatory momentum for the cryptocurrency sector. This is an opportunity to legitimize certain major advances, such as the principle of tokenization, which had previously been tested with the necessary caution.
This race is already well underway, with the recent highly controversial launch of tokenized shares by the Robinhood platform, which is shaking up the established order of the financial markets to such an extent that European regulators have raised concerns about their legitimacy under MiCA jurisdiction.
Despite these regulatory setbacks, Bitwise analysts remain largely optimistic. This is particularly true in light of three steps presented as decisive for the accelerated adoption of tokenization, which have been taken in recent months:
- The launch of tokenized shares on Kraken and Robinhood, and Coinbase’s official application to the SEC;
- $135 million invested in the Canton Network blockchain, which specializes in RWA trading;
- Support from the SEC chairman for an innovation presented as unavoidable.
Added to this is a new all-time high for the total value of tokenized assets, which has just surpassed the $25 billion mark. There are no signs that this trend will not continue, although Bitwise analysts admit that this “inevitable” development will have to contend with “a very slow-moving market structure.”
An “imminent impact” on the price of certain cryptocurrencies?
The adoption of tokenization is therefore simply a matter of time. This sentiment is widely supported by BlackRock CEO Larry Fink in his latest annual letter to shareholders, in which he states that “every stock, every bond, every fund, every asset can be tokenized .“
As a result, Bitwise analysts admit that the growing adoption of tokenization could have ”a faster-than-expected impact on projects associated” with this blockchain evolution. This is particularly true for certain cryptocurrencies that are directly involved in this dynamic.
If Larry Fink is right, the tokenization market could grow 4,000-fold in the coming years. (…) The cleanest way to invest in [its] rise is to buy a basket of the best infrastructure and layer 1 blockchain projects: Ethereum, Solana, XRP, Chainlink, etc.
Bitwise
The principle of tokenization has a potential market estimated at $257 trillion—including stocks and bonds—by Bitwise analysts. This breakthrough could take a decade to become firmly established, but its penetration level could still reach 15% in a few years.
