US Treasurys lead tokenization wave as CoinShares predicts 2026 growth
CoinShares predicts tokenized real-world assets, led by US Treasurys, will see continued strong growth into 2026 due to global demand for dollar yield.Summary
Digital asset investment firm CoinShares forecasts that the strong growth in tokenized real-world assets (RWAs) seen in 2025 will extend into 2026, primarily fueled by global demand for dollar yield. Their 2026 Digital Asset Outlook report noted that tokenized US Treasurys more than doubled in value this year, reaching $8.68 billion, while private credit also nearly doubled. Analyst Matthew Kimmell stated that tokenization has moved beyond crypto enthusiasts, attracting material investment from reputable firms and regulatory engagement. Ethereum remains the dominant network for tokenized US Treasurys. CoinShares anticipates that US government debt-backed products will drive further expansion in 2026, as investors prefer tokenized Treasurys over stablecoins when yield is available with minimal incremental risk. The firm also highlighted that RWA tokenization is maturing, with settlement and distribution increasingly occurring directly on-chain, though competition among various networks remains a factor in future liquidity consolidation. Overall, CEO Jean-Marie Mognetti views 2026 as a year of consolidation for digital assets into the real economy.
(Source：Cointelegraph)