The on-chain US debt scale today broke $15.35 billion, setting a new record high.


The previous peak was in mid-April at $15.1 billion, and at the beginning of the year, it was only $3.9 billion — a nearly fourfold increase in four months.
The top three products: BlackRock BUIDL $2.63 billion, Ondo USDY $2.14 billion, Franklin iBENJI $2.1 billion.
Driving factors: April CPI annualized at 3.8%, renewed expectations of rate hikes, on-chain T-bill annualized yield ~5%.
During the same period, BTC was at $80,611, trading sideways between $79K and $82K over three weeks, with a year-to-date decline of over 20%.
The RWA narrative has long been seen as a signal that "the crypto ecosystem has won."
But institutions are putting funds into on-chain US debt not because they are bullish on crypto — it’s because the risk-free on-chain yield exceeds the expected returns of crypto assets, so rational institutions choose the former.
The day on-chain US debt hit a record high, it wasn’t funds entering crypto, but funds borrowing through the chain to escape crypto. #Gate广场五月交易分享 $BTC
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