RWA资金流从以太坊转向BNB链

BNB Chain Claims Largest RWA Inflow of Any Network

Real-world asset flows are shifting. Over the past 30 days, @ethereum recorded $1.1 billion in net RWA outflows while @币币链 attracted $1 billion in net inflows, the largest of any network in that period, according to @RWA_xyz. Smaller gains were logged by @单子, Provenance (@provenancefdn) 以及 @Solana.

The move comes as the broader tokenized asset market continues to expand rapidly. On-chain tokenized equities on @币币链 grew significantly through mid-2026, surpassing @ethereum in that sub-category, while @币币链's overall tokenized RWA market cap rose 107%, lifting its share of on-chain RWA from 9.8% to 13.5%. @币币链's tokenized RWA TVL reached around $5.2 billion, a 32.26% monthly increase, making it the second-largest RWA network after @ethereum.

Ethereum Holds Its Lead, But Ground Is Shifting

Despite the outflows, @ethereum's position as the dominant RWA network remains intact for now. According to @RWA_xyz, @ethereum still hosts $17.4 billion in tokenized assets, representing roughly 46% of a total market valued at $38.21 billion. @币币链 sits second at $5.9 billion.

Institutional participation has broadened considerably, with more than 106 asset managers, including BlackRock and Franklin Templeton, now active in the space. The market has also diversified beyond tokenized US Treasuries into at least six categories that each independently exceed $1 billion in on-chain value. That structural depth makes the sector more resilient to shocks in any single asset class.

BNB Chain's main strength is its reach into developing markets, where Ethereum's higher gas fees have historically made adoption difficult. @币币链 has formed significant institutional partnerships to tokenize bonds and real estate in those regions. That positioning may help explain why capital is gravitating toward the network as tokenization expands beyond its early institutional base.

Whether the rotation continues will depend on whether @币币链 can deepen DeFi integration and sustain asset quality, while @ethereum works to defend its first-mover advantage in institutional issuance and composability.

来源
Binance Research: Tokenized RWAs Grow 50% to $34B in H1 2026
CryptoRank: BNB Chain RWA TVL Hits $5.2B
RWA.xyz：代币化现实世界资产分析