Analysis: RWA Perpetual Contract Trading Volume Soars to $18.8 Billion, Posing Competitive Threat to Altcoin Demand
According to market analysis, from September 3rd to 9th, the daily trading volume of RWA (Real World Assets) perpetual contracts linked to stocks, commodities, and indices surged from less than $1 billion in January to $18.8 billion, accounting for 18.5% of the total futures trading volume during the same period. This trend indicates that cryptocurrency exchanges are filling the trading volume gap by offering derivatives of traditional assets, competing with speculative demand for altcoins. Data shows that RWA perpetual contract trading volume accounts for a significant portion on platforms such as Hyperliquid and Binance, with oil product trading volume seeing substantial growth due to Brent crude breaking above $100. DefiLlama's analysis reveals that approximately 31.7% of new user wallets chose RWA products for their first trade, and 83.6% of the trading volume from these RWA-priority wallets remains concentrated in the RWA market. Nevertheless, a portion of existing cryptocurrency users have also shifted to the RWA market, with about 40% of RWA market trading volume coming from non-RWA-priority wallets. The analysis points out that market makers, exchanges, and traders have limited attention, and traditional stocks and commodities are now competing with altcoins within the same application and collateral system, leading to more intense competition for attention for altcoins.
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Source:CryptoSlate · Source Link
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