Electric Capital: Only 34 RWA assets have over $50 million in on-chain assets; AI infrastructure spending could be a catalyst.

CoinFeed reported on March 21 that, according to TheDefiant, Electric Capital analyzed 501 real-world yield (RWA) assets and cross-referenced them with tokenized assets currently showing significant on-chain activity. The report shows that only 34 yield assets have an on-chain size exceeding $50 million, and these assets are primarily concentrated in US Treasury bonds, private credit, corporate bonds, and non-US sovereign bonds. The remaining 93% of yield sources are still constrained by seven types of obstacles, covering inadequate legal structures, challenges faced by asset-backed securities, and real-world integration difficulties between goods and computing infrastructure.