Ethereum Loses $1.63B in RWAs as Stellar, Solana Capture Institutional Inflows

ETH1.38%
XLM2.79%
SOL2.81%
AVAX1.12%

Ethereum lost nearly $1.63 billion in tokenized real-world assets over the last 30 days while Stellar added approximately $810 million during the same period, according to recent data. The shift occurred as networks including Stellar, Solana, Base, Avalanche, and Aptos recorded RWA inflows, with Stellar's 63% jump leading competitor growth rates. Institutions building compliance and settlement infrastructure on specific chains create sticky capital flows that resist migration, according to the analysis. The redistribution reflects a broader trend toward multi-chain tokenization as real-world asset products expand beyond Ethereum's historically dominant position in the sector.

Ethereum Sheds $1.63B in RWAs as Stellar Gains $810M Over 30 Days

Ethereum retains the largest tokenized asset base at approximately $14.65 billion but recorded outflows of nearly $1.63 billion in RWAs over the last 30 days. Stellar added about $810 million during the same period, representing a 63% increase in its RWA holdings. Base, Avalanche, and Aptos recorded growth of 46%, 45%, and 38% respectively over the same timeframe.

RWA flows demonstrate sticky behavior once institutions establish compliance and settlement systems on a particular chain, making subsequent migration unlikely according to the source analysis.

Solana RWA Value Crosses $2.5B With 58% Quarter-on-Quarter Growth in Q1 2026

Solana's real-world asset value crossed $2.5 billion in Q1 2026, according to Galaxy Research. The network recorded 58% quarter-on-quarter growth during the period. Solana's RWA base includes tokenized funds, public equities, private credit, and other real-world products. RWAs account for 17% of Solana's total TVL.

Institutional Compliance Infrastructure Creates Sticky On-Chain Capital Flows

Institutions prioritize chains capable of supporting compliance and settlement at scale. Once compliance and settlement systems are established on a specific network, migration to alternative chains becomes unlikely. RWA inflows indicate where long-term on-chain activity may concentrate.

Tokenized assets grew 15% in 30 days according to a previous AMBCrypto report. Private credit alone crossed $14 billion on-chain.

FAQ

What happened to Ethereum's RWA holdings over the last 30 days? Ethereum lost nearly $1.63 billion in tokenized real-world assets over the last 30 days while maintaining the largest overall tokenized asset base at approximately $14.65 billion.

How much did Solana's RWA value grow in Q1 2026? Solana's real-world asset value crossed $2.5 billion in Q1 2026 with 58% quarter-on-quarter growth, according to Galaxy Research. RWAs account for 17% of Solana's total TVL.

Why do RWA capital flows resist migration between chains? Institutions building compliance and settlement systems on a specific chain are unlikely to migrate once infrastructure is established, creating sticky capital flows that concentrate long-term on-chain activity.

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