R
RealWorld.fi

Capital Rotation Tracker
DeFi → Real World Assets

As speculative DeFi yields compress, capital is migrating to tokenized real-world assets. Track the $1B+ shift to RWA lending.

Live Market Data • February 2026
🏆

Aave Becomes First Protocol to Surpass $1B in RWAs

A historic milestone as the largest DeFi lending protocol crosses $1 billion in tokenized real-world asset deposits

Total RWA Value Locked
$15.2B
+42% this quarter
Ethereum RWA Market
$15B
+38% this quarter
Aave RWA Deposits
$1.05B
+75% since Jan 2026
⚡
DeFi Protocols
$47B
Total Value Locked
Capital Migration
🏛️
RWA Protocols
$15.2B
Tokenized Real Assets
RWA Growth Trajectory
Track the accelerating adoption of tokenized real-world assets
Yield Comparison
DeFi yields vs RWA yields — the rotation driver
A
Aave (DeFi)
3.2%
O
Ondo (Treasury)
4.8%
C
Compound
2.8%
P
PAXG (Gold)
5.2%
M
MakerDAO
3.5%
R
RealWorld.fi
4.9%
Key Market Insights
What the capital rotation tells us
📈

Institutional Entry Point

Aave's $1B milestone signals institutional comfort with on-chain RWAs as a legitimate asset class.

Trend
🔄

Yield Migration Pattern

Capital is flowing from speculative DeFi yields (2-3%) to stable RWA yields (4-5%) with real backing.

Analysis
🏦

TradFi Bridge

Ledn's $188M Bitcoin-backed ABS securitization opens doors for gold-backed loans in traditional markets.

Opportunity
🌍

Global Expansion

France now permits crypto-backed Lombard loans. Regulatory clarity is accelerating in Europe.

Regulation