RWA & DeFi
BlockInsider Take on RWA This Week: Avalanche Surprises Market
Avalanche is quietly reshaping the RWA race as tokenized stocks expand, user growth accelerates, and QNT delivers a stunning weekly rally.
BLOCKINSIDERLoadingAvalanche is quietly reshaping the RWA race as tokenized stocks expand, user growth accelerates, and QNT delivers a stunning weekly rally.
Avalanche has emerged as the surprise leader of this week's RWA market, with its growth outpacing the top chains in the space.
It arrives as Ondo's tokenized stocks crossed $900 million and RWA users climbed to 41 million.
Meanwhile, while certain stocks posted sharp gains, some others slipped. However, here’s what took the spotlight: Quant (QNT), becoming the week's best- performing RWA token, rallied by 344%. Together, these shifts paint a market moving in very different directions.
Ondo crossed the $900 million mark, and its tokenized stocks value now stands at $915.8 million. This marks clear growth, as Ondo held $880 million in tokenized stocks just last week. The weekly gain of $35.8 million shows steady demand for tokenized equity exposure.
However, bStocks, which posted strong growth in recent weeks, paused over the last seven days. The segment registered only $10 million in growth during the period. The slowdown stands out against the broader momentum seen across Ondo's offerings. Traders will watch whether bStocks regains pace or consolidates further.
Individual stocks, however, had a vastly different week. The underlying Securitize stocks jumped from $349 million to $430 million in seven days. That equals an $81 million increase in a single week.
Circle, which had been climbing quickly and nearing Securitize, lost ground. Its value fell from $309 million to $301 million. That dip widened the gap between the two names considerably.
Strategy followed the bullish cues heavily over the past week. The Strategy PP Variable and Class A stocks collectively rose from $337 million to $417 million. That marks an $80 million gain, nearly matching Securitize's weekly increase.
Going forward, the underlying stocks may see fluctuations in RWA-represented value. External market factors could drive those swings in either direction.
When it comes to chains, Avalanche stands out as the clear winner. It leads all chains in 30-day RWA market cap growth.
The network added $266 million in RWA market cap over the last 30 days. That figure is more than the next two chains combined. The gap shows how strongly Avalanche is competing for tokenized asset activity. Such leadership suggests tokenization is spreading beyond a handful of established networks.
The RWA market added 3 million users over the past week, rising from 38 million to 41 million. Optimism around crypto market stability and RWA growth appears to be drawing investors.
That increase equals roughly an 8% jump in users within seven days.
Quant (QNT) is the clearest example, emerging as the best performer among RWA tokens this week. The altcoin surged 344%, including a 28% rise in the last 24 hours. The rally reflects how quickly sentiment can turn when demand and inflows align.
This was further underscored by Quant's CEO selling nearly $7 million worth of QNT, yet buyers absorbed it. For now, QNT holders have two crucial levels to watch. The first is $286, where $12.84 million worth of long liquidations sit.
The second zone lies between $315 and $321. Here, $8 million and $11 million worth of short liquidations sit, respectively. A push into this zone could force short sellers to close positions, fueling upside momentum. Crossing either level could send QNT moving sharply in that direction.
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