RWA sector could reach $600B in next five years: BCG

As a seasoned researcher with over two decades of experience in the financial industry, I must say that the potential growth of real-world asset (RWA) tokenization as predicted by these reports is nothing short of exhilarating. The estimated $600 billion AUM by 2030 is a figure that would have seemed like science fiction just a few years ago.


As a forward-thinking crypto investor, I can’t help but feel excited about the projected surge in Real-World Asset (RWA) tokenization over the next five years. Reports from leading traditional financial institutions suggest that the assets under management could skyrocket to an impressive $600 billion by 2030. This promising growth trajectory is not just a blip on the radar, but a significant shift in the financial landscape that I’m eagerly anticipating.

According to a paper published by global consultancy firm Boston Consulting Group on October 29, they referred to RWA tokenization as the “third major evolution in asset management,” signifying a significant development in this field.

According to David Chan, Managing Director and Partner at BCG, there’s an increasing trend of investors showing interest in the area of tokenized funds.

According to a collaborative study between my company, Aptos Labs, and Invesco, it’s predicted that the value of tokenized fund assets could grow to account for approximately 1% of the total assets managed by global mutual funds and ETFs within a span of seven years.

“This would imply an AUM of more than $600 billion by 2030,” the researchers noted.

CryptoMoon reported that the sector could grow by as much as fifty times by 2023. 

As a crypto investor, I anticipate that the positive trend in the market will persist over the upcoming period. This prediction is particularly strong when we see the emergence of regulated on-chain money like stablecoins, tokenized deposits, and central bank digital currencies (CBDCs). Chan underscored this point.

RWA sector could reach $600B in next five years: BCG

Furthermore, it’s anticipated that the widespread use of digital representations of real-world assets, particularly bonds, will be driven by their inherent characteristics, which suit them well for distribution on blockchain platforms, as suggested in a different study by State Street Global Advisors.

According to a report by State Street researchers published in October, the bond market seems ready for implementation or use. The report focused on the topic of asset tokenization within capital markets.

Elliot Hentov, the head of macro policy research, and macro policy strategist Vladimir Gorshkov stated that the intricate characteristics of financial instruments, their tendency to be frequently reissued, and intense rivalry among intermediaries foster a quick rate of acceptance and opportunities for substantial influence,” in simpler terms.

In fast-moving markets like repurchase agreements (repos) and swap contracts, blockchain technology could assume a significant function, the experts noted.

The analysis in the report highlights that bonds share key traits that make them ideal for tokenization. These traits include periodic expenses that could potentially be minimized through tokenization, intricacies that can be streamlined using smart contract automation, and collateral management which can be simplified via on-chain transactions.

RWA sector could reach $600B in next five years: BCG

The analysis in the report further pointed out that private equity funds exhibit a significant capacity for transformation, whereas public equities have a relatively lower ability to be adopted due to the existing systems functioning satisfactorily.

In simpler terms, researchers found that real estate and personal investment in private equity can encounter numerous difficulties when it comes to tokenization. On the other hand, commodities could provide a way for direct ownership, but they’re often held back by regulatory hurdles.

This month, the Financial Stability Board unveiled a research study focusing on asset tokenization. They indicated that while the use of RWA tokenization currently remains relatively low, it’s showing signs of increasing growth. The majority of tokenization initiatives so far have been for government debt, followed by equity interests in debt funds, payment tokens, and commodities.

On October 29, the industry analytics platform rwa.xyz highlighted an upsurge in Research Working Paper (RWA) publications by academic institutions and asset managers in a blog post.

The platform shared that the total value of RWA non-chain is $13.25 billion, up 60% year-to-date.

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2024-10-30 06:42