Ethereum Set to Power $100 Trillion U.S. Tokenization Wave

Mon Sep 15 2025
Ethereum is becoming the backbone of U.S. tokenization, with $100T+ in capital markets poised to go on-chain. TVL surges as BlackRock and Wall Street firms move to Ethereum.

🏦 Ethereum Becomes Wall Street’s Ledger as U.S. Tokenization Wave Begins

The tokenization era is here. With U.S. laws now greenlighting real-world asset (RWA) tokenization, analysts predict 100–120 trillion in American stocks, bonds, and ETFs could migrate on-chain. And Ethereum — not Wall Street’s legacy pipes — is set to become the backbone of this financial revolution.


⚡ Quick Hits

  • 💰 Ethereum TVL: 94B (+57% in 3 months)
  • 🏛️ Tokenized RWAs: 29B (ex-stables), 307B (inc. stables)
  • 🌐 Ethereum’s share: >75% across ETH, L2, and EVM chains
  • 💵 ETH price: 4,530 (two-week high, -8.5% from ATH)
  • 📊 Capital migration forecast: 100–120T in U.S. markets over decades

🏛️ The U.S. Legalizes Tokenization

Washington’s 2025 greenlight for tokenized assets rewrote the rulebook. Stocks, bonds, ETFs — all can now live as tokens, with the same legal protection as their traditional wrappers. For Wall Street, that means faster settlement and cheaper infrastructure. For fintechs, it’s a once-in-a-generation opening to eat into TradFi’s margins.

Bankless founder Ryan Sean Adams framed it bluntly: “America just legalized the future of money. Tokenization is the next 100 trillion market — and it’s happening on Ethereum.”


🔗 Why Ethereum?

Ethereum already clears more value than Visa, moves more dollars than PayPal, and serves as the primary settlement layer for stablecoins. Its DeFi stack — lending, DEXs, liquid staking — is already tuned for tokenized assets.

Institutions are noticing:

  • BlackRock is preparing tokenized ETFs.
  • Banks and fintechs are trialing tokenized treasuries and bonds.
  • DeFi rails are being stress-tested with billions in RWAs.

Ethereum isn’t just “crypto rails” anymore. It’s becoming the ledger of trust for global finance.


📈 ETH Price & Market Setup

Ethereum is riding its own bullish cycle:

  • Support: Strong bids around 4,200
  • Resistance: Eyes on 4,800 ATH retest
  • Momentum: TVL growth looks eerily like early 2021 DeFi summer

Short-term, analysts warn of a September correction. But long-term, the tokenization wave looks like the biggest demand driver ETH has ever seen.


🌍 Bigger Picture

  • Tokenized RWAs = liquidity unlock. Treasuries, private credit, commodities — all becoming composable in DeFi.
  • Ethereum = global clearinghouse. From corporate treasuries to ETFs, ETH-based infrastructure is now institutional grade.
  • 100T+ opportunity. Tokenization isn’t a side bet. It’s the new base layer for capital markets.

If Bitcoin is digital gold, Ethereum is positioning as digital Wall Street — and the U.S. just wrote it into law.


⚡ TL;DR

The U.S. just legalized tokenization, and Wall Street is going on-chain. Analysts see 100–120 trillion in assets eventually migrating. Ethereum — already holding 75% of RWAs — is the frontrunner, with TVL surging and institutions piling in. Short-term chop aside, ETH’s role as the ledger of American finance looks inevitable.

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