Your First Captivating Topic of the Week

👀 Robinhood’s SEC Submission and RWA Exchange

Tokenization keeps on knocking on the SEC’s door! The roundtables they’ve hosted have featured some of the most influential players in the space from both an institutional and FinTech perspective and they’re also receiving submissions. The notable one this week? Robinhood $HOOD ( ▼ 2.47% ) !

As covered on The Security Token Show, Vlad Tenev has become louder on RWAs and now he and his team are taking it to a new level with their recent submission to the SEC on a unified national framework for RWAs to operate in. This would result in no more state-by-state regulation and the other key proposal being that tokenized securities be recognized and treated the same as the offchain assets they represent (if not a blockchain-native security token).

But the other exciting part of it? They revealed Robinhood’s plans for their RWA Exchange (RRE)!

How would that work? 

According to Forbes, It would have high-frequency offchain order matching with onchain settlement for transparency. To power this, RRE would operate on both the Solana and Base blockchains.

Side Note: Forbes and others cited a potential RWA market of $30T by 2030, linking out to an article our CEO Herwig Konings contributed to, with the number coming from STM.co’s prediction report found here.

For compliance, identity and KYC/AML they would tap in companies like Jumio and risk management through Chainalysis which was recently also announced to be integrated into Tether’s Hadron platform.

So traditional securities, crypto, and now RWAs in one platform? That’s quite the superapp users AND the industry should be excited about… it’s built-in distribution! The first assets to live on RRE? It’s not clear BUT one could speculate it’ll probably be tokenized stocks.

Now let’s remember this is a letter, not a full out launch… we’ll be keeping close tabs on this given how meaningful it would be for everyone and you should too!

This is not financial advice.

Monday’s Onchain: Weekly X Spaces

 Join us on Monday’s Onchain to talk about
📰 Tokenization News
🚀 New RWAs
⭐️ Featured Guests and more!

Set your reminder and see you there!

Your Second Captivating Topic of the Week

🤝 VanEck’s PurposeBuilt Fund for Founders on Avalanche

HOT OFF THE PRESS! We covered VanEck last week around their new tokenized treasury fund, VBILL, on Securitize. And this morning they’re back with another announcement! While they’re selling a tokenized asset to onchain investors, they’ll now also be investing into onchain companies, with a focus on Avalanche.

Managed by the same team as their Digital Assets Alpha Fund ($100M+ AUM), the PurposeBuilt fund is expected to launch next month with a focus on more long-term plays. This would include straight equity, debt, tokens issued by the company around or after TGE, traditional SAFTs and SAFEs, NFTs, and more which leaves quite a bit of flexibility for founders building in the space depending on their needs and strategies.

It’s not limited to just RWA/ financial services companies (gaming, AI, payments, etc. also included), however they’re a focus and any capital not allocated would sit in Avalanche-native RWAs like money market funds.

What does “GDP on chain” mean? 
According to the press release, that “blockchain technology will eventually be core to global economic and financial systems and that the projects that align with this vision will be the most durable.”

We’ve seen funds dedicated to certain ecosystems before, and this fund emphasizes the concentration of builders on Avalanche that VanEck’s seeing. The fact that they’re focusing on more serious investments rather than more volatile cryptos is a sign that this space is entering a more mature era. The focus is on creating real value and giving legitimate businesses an opportunity whereas before they might be overlooked by crypto hype cycles. This mix of liquid tokens AND venture deals will be interesting to keep an eye on over the years to come.

Are you building on Avalanche? You saw Pranav’s tweet, he’s open for DM’s!

This is not financial advice.

Companies of the Week

Company of the Week - Herwig: VanEck

Find out why and more every Friday live around 12pm EST on LinkedIn or X/ Twitter. Past episodes available on Youtube or your favorite podcast platform! 

RWA Foundation

Have you joined the RWA Foundation yet? 

Incubated by Security Token Market, the Real World Assets (RWA) Foundation is a crypto native organization dedicated to bridging crypto natives and tokenized assets. The leading brands in the tokenization and RWA industry contribute support in order for the RWA Foundation to develop educational resources, media, events, grant programs, and crypto-focused initiatives to carry out its mission.

If you weren’t at TokenizeThis, you might have missed the announcement with STM.co, Solana, and Orca. Check out the highly-anticipated launch trailer of the Wally DAO:

Follow on X, join the Telegram, and stay updated on all things about the Foundation, RWA Industry, our upcoming DAO launch, and a whole lot more. TRUNKS UP 🐘 !

Reports

(NEW) RWA Tokenization: Key Trends and 2025 Market Outlook

Keep an eye out tomorrow for a new report we contributed to: RWA Tokenization: Key Trends and 2025 Market Outlook. Led by Brickken, this report brings multiple parties together in diving into tokenization, with STM.co supporting with both data and some of the written sections.

What’s Inside?

✅ A Breakdown of Tokenization and Related Benefits
✅ Key advantages for issuers, investors, and institutions
✅ How the market is evolving and trends shaping adoption in 2025
✅ What’s next? Expert insights on regulation, DeFi integration, institutional involvement, and market growth

STM’s RWA Market Prediction for 2030

Security Token Market (STM.Co) is proud to release a thorough report on our prediction on the tokenized real world asset market growth. This report explores the variety of opportunities within each asset class to capture value on-chain.

Tokenization can be applied to just about any object and asset type. Art, carbon credits, life insurance, and other sub $5 trillion asset classes weren’t even considered in estimates.

In order for STM to derive its 2030 market predictions, the following asset classes were evaluated: currency, M2/M3, real estate, commodities, public equities, private companies and funds, bonds, credit and lending markets.

State of the Tokenization Industry 2024 Report

We are very excited to publish our State of the Tokenization Industry 2024 report tomorrow with our sponsor SteelWave Digital! The Security Token Market team covers this year’s headlines and key takeaways, sorted into the following categories:

Search away, share it with a colleague, and revisit the same link for future updates!

This is not financial or investment advice.