BCG says digital RWAs are only $30B today, but could hit $88T by 2035 and tokenise 16% of investable assets. That's the runway for real infrastructure plays: $XLM, $XRP, $HBAR, $LINK, $ALGO, $QNT. Crypto is becoming capital markets.

What happened

BCG reports that digital real‑world assets (RWAs) total about thirty billion dollars today and could grow to eighty‑eight trillion dollars by 2035, representing tokenisation of roughly sixteen percent of all investable assets.

Confirmed

Global impact / market context

If the forecast holds, a massive new market for tokenised assets will emerge, giving crypto infrastructure projects a large revenue opportunity and potentially reshaping how investors access real‑world assets through blockchain.

Analyst inference

The projection reflects a broader trend of crypto moving into traditional capital‑markets roles, as tokenisation gains acceptance and investors look for digital ways to hold real‑world assets.

Analyst inference

What to watch

1. Adoption rates of token‑enabled platforms like Stellar (XLM) and Hedera (HBAR) as they build the infrastructure needed for large‑scale asset tokenisation. Analyst inference
2. Regulatory developments around digital asset classification, which could either accelerate or hinder the tokenisation of real‑world assets. Analyst inference
3. Capital allocation trends of institutional investors toward crypto‑based infrastructure tokens such as XRP, LINK, ALGO, and QNT. Analyst inference

Affected assets

• LINK — Chainlink
• XRP — XRP

Evidence

• x.com