Tokenized Treasuries on Ethereum Reach Record $8 Billion

Tokenized U.S. Treasuries on Ethereum hit $8B AUM, marking a 400%+ increase YoY. This represents institutional capital seeking yield infrastructure beyond speculative crypto assets—a structural shift toward Ethereum as settlement rails for traditional finance.

- Total tokenized treasury market: $8.02B (88% on Ethereum)

- BlackRock's BUIDL leads at $512M AUM

Why Institutional Capital Is Flowing to Ethereum

- Franklin OnChain US Government Money Fund: $410M

- Average yields: 4.5-5.2% vs. 0.1% stablecoin farming

- Ethereum gas consumption by RWA protocols up 340% since Q1

Top Tokenized Treasury Products and Performance

Fed pause narrative + persistent 5%+ risk-free rates creating demand for on-chain yield without crypto exposure. Traditional finance institutions testing Ethereum infrastructure while maintaining regulatory compliance. This flow bypasses exchanges—direct institutional adoption of Ethereum as back-office settlement layer.

- ETH correlation to equities dropping (0.71 to 0.58 30-day)

- Monitor ETH/BTC ratio above 0.038—institutional flows favor Ethereum ecosystem

The narrative shift is subtle but significant: Ethereum transitioning from speculative asset to financial infrastructure. Institutions aren't buying ETH for price appreciation—they're using Ethereum for settlement efficiency.

#RWA #Ethereum #InstitutionalCrypto