Post

[5/18 RWA Market Update]
RWA/Stablecoin Ryan Yoon @ryanyoon_eth
✅ Key News
1/ US SEC: To Unveil Deregulation for Tokenized Stock Trading This Week, Eliminating Issuer Consent
2/ Standard Chartered: On-Chain Tokenized Assets Forecasted to Reach $4 Trillion by 2028
3/ Tether: Expands Stablecoin Remittance in Emerging Markets via LemFi Investment
✍️ Market Commentary
Tokenized stock products continue to launch, including yesterday's Anthropic product on @buidlpad .
Eliminating issuer consent requirements for tokenized stocks is expected to accelerate the launch of tracking products.
However, the bill targets third-party tokens like perpetuals rather than the underlying stocks themselves. This trend will likely drive the growth of on-chain asset managers.

Ryan Yoon
[5/18 RWA Market Update]
RWA/Stablecoin Ryan Yoon
✅ ~24h Key News
- Saudi Arabia: Launches $12.5B national RWA tokenization project
- US Senate Banking Committee: Passes Clarity Act, finalizes digital asset market structure regulatory framework
- KB Financial Group: Completes KRW stablecoin technical verification, achieves under-3-minute remittance
✍️ Market Commentary
Market currently trending downward, centered on $BTC and $ETH. However, regardless of price, the RWA/stablecoin sector expects tailwinds driven by advancements in the US regulatory framework.
US regulatory progress is anticipated to spur growth in other regions; crucial to observe whether Saudi Arabia's $12.5B national project will drive tangible market expansion.
Additionally, new projects like @3f_xyz are emerging utilizing @Morpho as a stack; this trend warrants close monitoring.
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