#GateSquareMayTradingShare


BlackRock, Fidelity, Franklin Templeton have just doubled tokenized Treasury bonds from $ETN to $8 billion in 6 months

From $4 billion in November 2025 to $8 billion in May 2026. This is not natural DeFi growth — these are major TradFi players acting intentionally. BUIDL BlackRock leads at $2.63 billion, Ondo’s USDY at $2.14 billion, Franklin Templeton’s İBENJI at $2.1 billion. Real institutions, real funds, real Ethereum.

Why specifically Ethereum?

Multifunctional contracts that automatically pay out income, close deals in seconds at any time, and do not require brokerage accounts or access to US banking services. Bitcoin cannot do this — no multifunctional contracts. Solana can, but institutions want verified code and familiarity with regulators. $ETN has both. Every major product with tokenized Treasury bonds is launched primarily on Ethereum. This is no coincidence.

Growth drivers are clear: high interest rates have made Treasury bonds attractive, offering yields of 5-10%, institutions launched competing products, and ETN itself has grown over 40% from its February lows, making collateral more valuable. When yield combines with programmable processing and institutional trust, capital flows increase.

Risks are real. Falling Fed rates reduce Treasury bond yields and decrease their attractiveness. Regulation of tokenized securities in the US is still unclear — most institutions are betting on compliance until final rules are established. One policy shift can quickly change the calculations.
$ETN quietly becoming the foundation for institutional debt obligations. This is enormous influence.
$ETH
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