RWA Weekly: ARK Applies to Tokenize Venture Fund Shares; US Stock Tokenization Accelerates, Robinhood Chain Erupts
- ARK submitted an SEC application to list and tokenize trading of Venture Fund shares on an exchange, marking the 2.0 phase of asset management product tokenization.
- RWA sector on-chain market capitalization reached $39.07 billion with a 0.81% month-over-month increase, while asset holders surged 118.88% to 3.885 million.
- Stablecoin total market capitalization reached $304.93 billion with monthly transfer volume surging 49.44% month-over-month to $7.8 trillion.
- Canada's OSFI clarified that tokenized deposits have the same legal status as traditional deposits under existing regulatory frameworks.
- India launched a pilot to tokenize its $620 billion corporate bond market using the Digital Rupee for settlement, with initial issuances totaling INR 102.5 billion.
The RWA sector demonstrated steady growth during the week of September 4-11, 2026, with on-chain market capitalization reaching $39.07 billion and a significant surge in market participation. Asset holders increased by 118.88% month-over-month to 3.885 million, reflecting accelerated user penetration and continued inflow of long-tail capital. Stablecoin activity remained robust, with total market capitalization at $304.93 billion and monthly transfer volume surging 49.44% to $7.8 trillion, indicating sustained growth in on-chain economic activity.
Regulatory developments advanced tokenization adoption globally. Canada's OSFI adopted a technology-neutral stance, explicitly stating that tokenized deposits carry the same legal status as traditional deposits. India's Securities and Exchange Board launched the "Demat 2.0" pilot to tokenize approximately $620 billion of corporate bonds using the Digital Rupee for settlement, with major institutions including REC, L&T, and IIFL Finance issuing tokenized bonds totaling INR 102.5 billion. Uzbekistan also initiated a government bond-backed stablecoin pilot through its central bank.
At the project level, ARK's SEC application to list and tokenize Venture Fund shares represents a significant milestone, marking the transition to 2.0 phase asset management product tokenization. Swiss institutions including UBS began sandbox testing for the Swiss Franc stablecoin CHFD, while financial institutions in Japan and South Korea advanced local bond and security token platform development. Circle announced plans to acquire cross-border payment platform Tazapay for $400 million, reflecting continued capital flow into stablecoin infrastructure.
RWA周报：ARK申请将风险基金份额上链交易；美股代币化加速，Robinhood链爆发
2026年9月4日至11日期间，RWA板块呈现稳定增长态势，链上总市值达390.7亿美元，市场参与度大幅提升。资产持有人数环比增长118.88%至388.5万，反映用户渗透加速和长尾资本持续流入。稳定币活动保持强劲，总市值达3049.3亿美元，月度转账量环比激增49.44%至7.8万亿美元，表明链上经济活动持续增长。
全球监管进展推动代币化应用加速。加拿大金融监管机构OSFI采取技术中立立场，明确表示代币化存款与传统存款具有相同法律地位。印度证券交易委员会启动"Demat 2.0"试点，将约6200亿美元公司债券代币化，使用数字卢比进行结算，包括REC、L&T和IIFL Finance等主要机构发行的代币化债券总额达1025亿卢比。乌兹别克斯坦也通过其央行启动政府债券支持的稳定币试点。
项目层面，ARK向美证交会申请将风险基金份额代币化并上市，标志着资产管理产品代币化进入2.0阶段的重要里程碑。包括瑞银在内的瑞士机构开始对瑞士法郎稳定币CHFD进行沙箱测试，日本和韩国金融机构推进本地债券和证券代币平台建设。Circle宣布计划以4亿美元收购跨境支付平台Tazapay，反映资本持续流向稳定币基础设施。