RedStone, a leading provider of modular oracles for DeFi and institutions, just dropped an eye-opening thread on X about their new RWA report. If you're into blockchain and curious about how real-world assets (RWAs) are shaking up the space, this is a must-read. RWAs are basically traditional assets like stocks, bonds, or real estate that get tokenized on the blockchain, making them easier to trade and access.

In the thread, RedStone highlights how Solana has become a powerhouse for these tokenized assets, hosting over $13.5 billion in RWAs, including stablecoins. That's a massive jump, positioning Solana as a frontrunner in what they're calling "Internet Capital Markets." But how did Solana pull this off? Let's dive into the key insights from the report.

Solana's Technical Edge: Speed and Reliability

Solana isn't just another blockchain; it's built to handle the demands of high-stakes finance. The report points out Solana's impressive stats: transactions finalize in about 400 milliseconds, fees are under $0.001, and it's had perfect uptime for the past year. Plus, it hit a record $35.9 billion in daily DEX trading volume. These aren't just numbers—they make Solana ideal for tokenizing assets that need fast, cheap, and reliable processing.

Founded by folks with telecom backgrounds, Solana was designed to push the limits of distributed computing. Despite some early hiccups like network congestion, recent upgrades have made it rock-solid. Looking ahead, innovations like Alpenglow consensus aim to crank up speeds to 1 million transactions per second. For RWAs, this means seamless integration into global finance, with projections estimating trillions in tokenized assets by 2030.

Why RWAs Are Flocking to Solana

The growth in RWAs is explosive—from $5 billion in 2022 to over $31 billion by September 2025, excluding stablecoins. Solana's share? Nearly $700 million in RWAs alone, with a 500% year-over-year surge when including stablecoins. What sets Solana apart is its ability to bridge crypto-native apps and big-name institutions.

On one side, you've got user-friendly tools like the Phantom wallet, DEXes such as Raydium and Jupiter, and even memecoin launchpads like Pump.fun. On the other, heavy hitters like BlackRock, Apollo Global, Janus Henderson, and VanEck are issuing tokenized funds here. For example, BlackRock's BUIDL fund is tokenized via Securitize on Solana. This mix validates Solana as a unified platform for all things finance.

The Token-2022 standard adds programmable features like KYC and transfer restrictions, perfect for complex financial products. Plus, Solana's ecosystem includes mature infrastructure for lending, staking, and trading, making it a natural home for RWAs.

Breaking Down Solana's RWA Categories

The report categorizes RWAs on Solana, starting with stablecoins, which make up 96% of tokenized assets. Circle's USDC leads with $8 billion in supply, dwarfing Tether's USDT at $2 billion. Others like PYUSD from PayPal and FDUSD are gaining traction too.

U.S. Treasury debt is another biggie, representing over 90% of non-stablecoin RWAs. Projects like Ondo Finance's USDY and OUSG top the charts with over $230 million, while BlackRock's BUIDL and VanEck's VBILL are close behind.

Private credit is heating up, with Maple Finance's syrupUSDC allowing SOL as collateral, and Apollo's ACRED and Hamilton Lane's SCOPE tokenized on the network. Janus Henderson's AAA CLO Fund brings TradFi vibes to DeFi.

Onchain equities are emerging, with Backed Finance's xStocks enabling stock trading via Solana wallets. Infrastructure like R3's partnership bridges regulated assets, and tokenization platforms handle compliance.

RedStone's Crucial Role in Securing RWAs

As an oracle provider, RedStone is at the heart of this. Oracles feed real-time data to smart contracts, essential for pricing RWAs accurately. RedStone secures DeFi markets on platforms like Drift Institutional and Kamino, ensuring reliability for tokenized assets.

A standout case: Gauntlet's vault on Drift uses RedStone feeds for a leverage looping strategy with Apollo's ACRED. Investors deposit funds, loop borrowings to amplify yields up to 16%, all while managing risks dynamically. RedStone's acquisition of Credora boosts onchain credit ratings, making institutional entry easier.

RedStone powers major funds like BUIDL, ACRED, VBILL, and SCOPE, bridging TradFi and DeFi.

The Future of Internet Capital Markets on Solana

Solana's DeFi scene is booming, with $13.5 billion in cap and 133% growth year-over-year. Competitive DEXes and lending protocols drive innovation, turning RWAs into yield machines. The report sees Solana leading the charge in Internet Capital Markets, where tokenization meets DeFi for trillion-dollar opportunities.

For more, check out the full report on RedStone's blog or their Ultimate RWA 2025 Report. Stay updated by following RedStone on X.

If you're a blockchain practitioner, this underscores Solana's potential beyond memecoins—it's shaping the future of finance. What do you think about RWAs on Solana? Share your thoughts!