Overview
- Avalanche drew $131.2 million in tokenized stock inflows over a seven‑day stretch and added between $252 million and $266 million to its tokenized‑equity market cap over the past 30 days, lifting the network’s RWA stock to roughly $1.6–$1.7 billion.
- Securitize reported roughly $770 million on Avalanche, equal to about half the network’s RWA total, making a single issuer the dominant source of recent growth and creating clear concentration risk for the platform.
- On‑chain user signals jumped sharply with holder addresses up about 64% and transfer‑address activity up about 116%, but measures of RWA transfer volume and value suggest a large share of newly issued assets remain inactive after deployment.
- Institutional settlement use is emerging separately from retail token trading as firms such as Goldman Sachs have been linked to moving cash‑management and treasury products onto Lynq, a permissioned Avalanche Layer‑1 that connects institutional participants for settlement.
- Other chains including BNB, Robinhood Chain and X Layer are competing for tokenized equities, so Avalanche’s near‑term advantage will hinge on turning asset‑heavy inflows into steady secondary‑market turnover and sustained AVAX gas demand.