The Rollup 2025 Year in Review: Why RWAs are Taking Off in 2026 with Chris Yin and Teddy Pornprinya of Plume
Dec 21, 2025
Chris Yin and Teddy Pornprinya from Plume Network dive into the explosive growth of real-world assets, skyrocketing from $5B to $20B in 2025. They discuss the dynamics of collateralized loan obligations, the impact of Fed rate cuts on yield hunting, and how Plume’s permissionless strategy captured half the market. The duo highlights the potential of private credit and the importance of diversifying holdings in the RWA space. Expect massive growth in 2026 as institutional access becomes even more attractive!
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Permissionless Distribution Closed The Gap
- Plume enabled permissionless access to institutional-quality RWAs, closing an information and distribution gap.
- Permissionless distribution unlocked rapid user activity and demand beyond traditional DeFi yield channels.
RWA Momentum Is Global
- RWA growth is global: Asia and the Middle East show strong velocity alongside the U.S.
- Tokenization opportunities extend beyond U.S. markets and attract international capital.
Holder Count Reveals Adoption Depth
- Holder count matters: single large institutional LPs can dominate TVL metrics but don't reflect broad user adoption.
- True winners will be assets that attract many individual holders and diversified retail/crypto-native users.