Грядущий Ренессанс: RWA может вырасти в 1000 раз к 2030 году Headline: Coming Renaissance: RWA May Grow 1000-Fold by 2030

Grayscale analysts have projected a staggering 1,000-fold increase in the Real-World Assets (RWA) sector by 2030. Currently, tokenized instruments represent just 0.01% of the global equity and bond markets.

The experts attributed the future potential of RWA to the technological maturity of the industry and regulatory clarity.

The growth of this segment is expected to enhance the value of networks handling transactions. According to analysts, Ethereum, BNB Chain, and Solana will be the primary beneficiaries, with Chainlink identified as a key infrastructure component.

In addition to RWA, stablecoins and DeFi are set to drive the market. Legislative initiatives in the United States are anticipated to expedite the adoption of stablecoins in international transactions. In the decentralized finance sector, liquidity is expected to consolidate on leading platforms like Aave and Uniswap.

The report also highlighted the significance of next-generation blockchains. High-performance networks are crucial for micropayments in AI, gaming, and high-frequency trading. Grayscale identifies Sui as a technological frontrunner in this category, while projects like Monad, MegaETH, and NEAR also exhibit substantial potential.

When evaluating fundamental indicators, institutional investors are likely to focus on transaction fees. Analysts consider this metric to be the most objective indicator of success, comparable to revenue in traditional businesses.

Among smart contract platforms, TRON, Solana, Ethereum, and BNB Chain lead in fee generation. In the applications sector, notable performance comes from Hyperliquid and Pump.fun.

Grayscale believes that 2026 will mark the beginning of a mature phase in the market. The four-year cycle theory, linked to Bitcoin halving, is losing relevance. Previously, the market dynamics were driven by retail hype, characterized by extreme price swings of 1,000%, but the focus is now shifting toward steady institutional purchases.

This paradigm shift is supported by statistics: by March 2024, the annual growth of the leading cryptocurrency is projected to be around 240%, indicating a reduction in volatility.

Analysts anticipate that Bitcoin will reach a new all-time high in the first half of 2026, supported by two factors:

The company also urged stakeholders to disregard «distraction maneuvers.» The threat of quantum computers to blockchain and the impact of corporate crypto reserves on the market are expected to be minimal in 2026.

As a reminder, in October, Standard Chartered estimated the RWA segment’s market capitalization at $2 trillion by 2028.

In November, the Bank for International Settlements warned that tokenized money market funds and their integration with DeFi pose risks to the entire financial system.