America’s RWA Tokenization Drive Could See $100T on Ethereum Rails
America is coming on-chain, and it’s utilizing Ethereum as its ledger, mentioned Ryan Sean Adams from Bankless on Thursday.
“In the approaching many years, I consider Ethereum might turn into the foundation of belief for $100 trillion in American capital markets,” he added.
He mentioned that America’s real-world asset tokenization drive might see as a lot as $120 trillion in shares, bonds, and exchange-traded merchandise go on-chain in a “multi-decade transformation.”
“In brief, tokenization has been largely unlawful within the U.S. via 2024, however not solely has it turn into authorized in 2025, it’s now being pushed by the U.S. authorities in an effort to modernize U.S. markets. Wall Street and FinTechs are incented to make this occur.”
RWA Onchain Value at ATH
With the US greenback because the world’s reserve foreign money and US treasuries because the world’s reserve asset, Ethereum will turn into the world’s ledger, he mentioned.
People are nonetheless underestimating Ethereum.
They don’t know America is coming onchain and it’s utilizing Ethereum as its ledger.
I demonstrated that Ethereum is main in actual world asset market share however let’s add one other dimension.
Let’s discuss Growth.
In the approaching many years I… https://t.co/2A8TJKBgo2
— RYAN SΞAN ADAMS – rsa.eth (@RyanSAdams) September 11, 2025
Ethereum’s whole worth locked development is wanting like early 2021, he said in a separate publish.
According to DeFiLlama, the Ethereum ecosystem TVL is at present $94 billion, which isn’t removed from its 2021 peak of $108 billion. Over the previous three months, it has surged 57%.
Ethereum is “the quickest rising financial system ever,” observed ‘Milk Road,’ including that it clears extra worth than Visa, has extra {dollars} circulating than PayPal, and establishments are stacking it as a significant treasury asset.
“Ethereum is now not only a blockchain. It’s a digital financial system scaling sooner than something we’ve seen earlier than.”
Real-world asset worth on-chain hit an all-time high this week of $29 billion, excluding stablecoins and $307 billion together with them, in accordance with RWA.xyz.
More than 75% of this whole worth is tokenized on Ethereum, layer-2 networks, and EVM (Ethereum digital machine) protocols.
Additionally, a latest Bloomberg report indicated that BlackRock was planning to tokenize its ETFs. It didn’t point out Ethereum instantly, nevertheless it could possibly be the chosen community for the reason that agency’s tokenized money-market fund (BUIDL) was launched on it.
Great article from my colleague @olgakharif about BlockRock’s plans to tokenize ETFs and different funds. Just like everybody downplaying digital property being confirmed incorrect during the last decade. Those downplaying tokenization will possible be confirmed incorrect as nicely https://t.co/gAMwghK0z3
— James Seyffart (@JSeyff) September 11, 2025
Ether Price Outlook
ETH costs tapped a two-week high of $4,530 throughout early Asian buying and selling on Friday morning. The asset is now up 2.8% on the day and is simply 8.5% away from its all-time high.
Some analysts nonetheless count on a giant September correction, however Ether has remained largely sideways for the previous month as help above $4,200 solidifies.
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