XRP Captures Significant Share of Tokenized Treasury Market on Ledger

A recent analysis by a wealth‑focused crypto commentator highlights a notable shift: institutional capital is migrating from Ethereum to the XRP Ledger, signaling a potential transformation in how traditional finance utilizes public blockchains.

According to Dr. Kamilah Stevenson, the XRP Ledger attracted approximately $1.5 billion of net new real‑world asset (RWA) inflows over the last 30 days, whereas Ethereum experienced outflows of about $1.2 billion during the same period. This dynamics shift suggests that the destination for “real‑economy financial paper” is moving toward the XRP Ledger.

RWA Inflows Shift to XRP Ledger, Redefining Market Rankings

Dr. Kamilah Stevenson notes that the global market for tokenized real‑world assets now exceeds $32 billion, with U.S. Treasury tokens accounting for roughly 45 % — about $14 billion of sovereign debt — being settled on public blockchains.

Institutional Pilots Deploy on XRP Ledger Infrastructure

The reversal coincides with a series of institutional pilots and integrations, including a cross‑border redemption of tokenized U.S. Treasuries executed by JPMorgan’s Onyx, Mastercard, Ondo Finance and Ripple on the XRP Ledger, which settled in approximately five seconds.

Stevenson further highlighted collaborations involving Standard Chartered and Neuberger Berman, a $200 million credit facility for Ripple’s prime brokerage, the launch of Ripple’s National Trust Bank charter that introduces “ARUSD” within the U.S. banking system, and expanded retail access through partners such as Charles Schwab and SoFi, now offering crypto or XRP services to tens of millions of users.

She argues that regulated tokenized assets are distancing themselves from speculative DeFi, opting for the XRP Ledger’s compliance‑oriented settlement while still holding and staking Ethereum for other purposes.

For investors, the key implication is that sustained migration could drive a structural revaluation of the XRP token, though she cautions that realizing such gains requires holding XRP within tax‑advantaged or otherwise protected vehicles.

The broader takeaway underscores that early RWA capital is effectively voting for its preferred blockchain infrastructure.

Source link