๐ง Electric Capital Maps 501 Real-World Yield Sources to Find What Gets Tokenized Next
Electric Capital catalogued 501 real-world yield sources across 15 categories and benchmarked them against on-chain RWA traction to map what's likely to get tokenized next.
โข On-chain Treasuries remain the largest RWA category at roughly $11B, with the top 10 RWA assets holding 64% of all on-chain RWA value.
โข Distribution, not supply, is the bottleneck: only 2 of 35 non-stablecoin RWAs above $50M have crossed 2,000 holders.
โข A $327M redemption from Centrifuge's JAAA fund in March 2026 caused it to lose 44% of its value in a day โ a stark concentration-risk example.
โข Five demand forces โ yield diversification, concentration-risk hedging, vaults, tranching and leverage/looping โ are flagged as drivers of continued RWA growth.
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