Institutional DeFi adoption reaches inflection point as tokenized products see massive growth

BUIDL dropped from 46% to 18% market share while USYC hit $2.2B — and $1.84B of that sits on BNB Chain alone. Tells you everything about where institutional product-market fit actually lives: not the brand on the wrapper, but which token your lending protocol accepts as collateral. Over $620M in RWA deposits on Morpho, $423M on Aave Horizon — we're already rehypothecating tokenized treasuries at scale, quietly rebuilding the same leverage stack that blew up in '08, except now with 24/7 liquidation cascades and no Fed put.

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More coverage

• The inflection point for institutional DeFi - Rayls (rayls.com)
• Blog: Institutional DeFi at an inflection point - Apex Group (apexgroup.com)
• Institutional DeFi | Kinexys by J.P.Morgan (jpmorgan.com)
• Introducing: Inflection Point | The Crypto-TradFi Convergence (blockworks.com)
• [PDF] Considering Institutional DeFi Integration: How To Manage Illicit ... (finpolicy.georgetown.edu)

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