Solana Leads RWA Net Inflows, AI Giant Perpetuals Go Live, Stablecoins Weighed for M1
Focus of the Day
Solana led RWA net inflows, posting $348M in 30-day net inflow as distributed RWA climbed to $4.23B, with BlackRock, Franklin and VanEck validating its institutional niche. RWA derivatives now reach into private giants, with Kraken listing OpenAI and Anthropic pre-IPO perpetuals to bring AI valuations into leveraged trading. The Fed for the first time weighed adding stablecoins to M1/M2, Dubai’s VARA partnered with Securitize, and global stablecoin market cap hit $292.1B with RWA market cap at $38.76B and 3.298M holders, a new high.
Industry Wire
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Solana posts $348M 30-day net inflow, tops all chains — distributed RWA rose to $4.23B (+11.13%), 399K holder addresses and $3.72B in 30-day transfers, nearly tripling in eight months
Kraken lists OpenAI, Anthropic pre-IPO perpetuals — cash-settled with up to 5x leverage, bringing AI giants’ valuations into leveraged markets for the first time with no equity or dividends
Fed weighs adding stablecoins to M1/M2 — a FEDS Note proposes classifying by economic use, but flags double-counting risk from the “same dollar,” with $292.1B in stablecoins still outside monetary aggregates
Dubai’s VARA and Securitize sign MoU — to build regulated tokenized markets, with RWA market cap at $3.85B and holders up 103% in 30 days to 3.2M, a new high
Chainlink on-chain RWA tops $340B — CCIP weekly volume exceeds $1.3B, with McKinsey projecting a $2-4 trillion tokenized market by 2030, regulatory harmonization as the ceiling
LSE teams with Kraken’s Payward on tokenized UK stocks — exploring LSE 24-hour trading, pairing regulated market infrastructure with digital-native distribution
Singapore MAS drafts new stablecoin rules — consultation covers cross-border recognition and interest limits; Korea unveiled a three-phase tokenization roadmap and NYSE parent ICE took a stake in tZERO
Uniswap V4 leads tokenized-stock DeFi deposits — the segment’s TVL nears $193M, as on-chain stocks move from holding into composable DeFi collateral
Polymarket launches 67 leveraged perp markets — spanning crypto, equities and commodities to collapse the gap with mainstream derivatives, as Coinbase files for equity perpetuals
Ethereum RWA ecosystem diversifies structurally — stablecoins at $163.5B, tokenized funds at $17.5B and stocks at $770M, with RWA perp volume rebounding to $2.6B
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