RWA Weekly: RWA holders surge nearly 80% in a single month, Trump again urges Congress to advance the CLARITY Act
- The reporting period covers August 14, 2026 to August 21, 2026, during which the total on-chain RWA market cap rose to $38.4 billion, up 2.16% from a month earlier.
- The total number of RWA asset holders reached 2.3799 million, a month-on-month increase of 79.74%, showing rapid expansion in the investor base.
- The stablecoin market cap rose slightly to $298.82 billion and monthly transfer volume rebounded 4.84% month-on-month, while monthly active addresses fell 4.27%.
- The U.S. Treasury opened a public comment process on implementation rules for the GENIUS Act, and the White House signaled optimism on the CLARITY Act while debate over stablecoin rewards resumed.
- Trump again urged Congress to advance the CLARITY Act at a White House crypto event, and the bill still needs 60 Senate votes before the September recess.
The report says RWA on-chain market value was broadly stable while the number of holders jumped sharply in the latest weekly window. That combination suggests broader participation in the sector even without a comparable rise in total market capitalization.
Stablecoin data also showed a modest recovery in transfer activity, but with fewer monthly active addresses. The report interprets that divergence as a shift from high-frequency trading toward holding and accumulation. For crypto markets, the mix of stronger participation and improving liquidity is mildly supportive overall.
On the policy side, the U.S. Treasury began seeking public comment on GENIUS Act implementation rules, while the White House remained constructive on the CLARITY Act. Trump’s renewed push for the bill adds to expectations around U.S. crypto regulation, although unresolved issues such as stablecoin rewards and ethics provisions continue to weigh on the process.
RWA周报：RWA持有者单月激增近80%，特朗普再次敦促国会推进CLARITY法案
报告称，最新周度窗口内RWA链上市值总体保持平稳，但持有者数量大幅增长。这说明在总市值没有同步明显上升的情况下，行业参与面正在扩大。
稳定币数据也出现温和回升，转账活跃度有所改善，但月活地址下降。报告将这一分化解读为资金行为从高频交易转向持有和积累。对加密市场而言，这种参与度提升与流动性改善的组合整体偏利好。
在政策层面，美国财政部已就GENIUS法案实施规则征求公众意见，白宫对CLARITY法案仍持积极态度。特朗普再次推动该法案，强化了市场对美国加密监管推进的预期，但稳定币奖励和伦理条款等争议仍在拖慢立法进程。