Block & Bond Brief — June 29, 2026
Your daily edge on tokenized securities and real-world assets — June 29, 2026
📌 TOP STORY
Securitize has tokenized economist Nouriel Roubini's Atlas America Fund (NASDAQ: USAF) as a Dubai VARA-regulated digital security called USAFi, with BNY providing custody for institutional collateral use 24/7. This marks a significant advancement in regulated tokenized securities for institutional investors. (news.tokenizer.estate)
🏦 COMPANY MOVES
- Franklin Templeton — launched a dedicated crypto division as its on-chain tokenized assets surpassed $768 million, reflecting growing institutional demand for RWA tokenization. (news.tokenizer.estate)
- Backpack Securities — tokenized Micron shares on Solana with 24/7 on-chain equity trading enabled, backed by real shares redeemable into brokerage accounts. (news.tokenizer.estate)
- Matrixdock — expanded tokenized gold XAUm to the Stellar blockchain, broadening its cross-chain reach. (news.tokenizer.estate)
- Reap — integrated USYC, a tokenized U.S. Treasury product, into its stablecoin payments platform. (news.tokenizer.estate)
- Securitize — filed a Delaware lawsuit against tZERO over tokenization patents amid rapid market growth attracting Wall Street interest. (news.tokenizer.estate)
⚖️ REGULATORY WATCH
The European Banking Authority (EBA) published a consultation paper outlining how fines for crypto asset issuers under the EU MiCA framework will be calculated. Fines may reach up to 12.5% of annual turnover for significant asset-referenced tokens. The consultation runs until September 28, 2026, with the MiCA licensing compliance deadline on July 1, 2026. (MEXC News)
In the US, Congress passed a housing bill banning the Federal Reserve from issuing a retail CBDC until 2031, effectively giving private stablecoin issuers legal space to operate. Meanwhile, major banks including JPMorgan and Citigroup are building a shared network for tokenized deposits targeting 2027 launch. (pricepredictions.com)
📊 MARKET SNAPSHOT
| Protocol | AUM | Chain(s) |
|---|---|---|
| Circle USYC | $3.11B | Binance/Ethereum |
| BlackRock BUIDL | $3.05B | Ethereum/Aptos |
| Tether Gold | $2.89B | Ethereum/Monad |
| Ondo Yield Assets | $2.56B | Ethereum/Stellar |
| Maple | $2.33B | Ethereum/Solana |
| Paxos Gold | $1.83B | Ethereum |
| Centrifuge Protocol | $1.63B | Ethereum/Avalanche |
| Spiko | $1.13B | Stellar/Arbitrum |
| Ondo Global Markets | $984M | Ethereum/Binance |
| Blockchain Capital | $975M | zkSync Era |
Data via DeFiLlama · 2026-06-29 05:00 ET
🔍 WORTH WATCHING
The tokenized bond and real-world asset market continues to gain institutional traction with growing adoption of tokenized funds and on-chain settlement platforms, signaling a transformative shift in how fixed income and securities are managed globally.
📚 SOURCES
- https://news.tokenizer.estate/tag/rwa
- https://www.mexc.com/news/1180000
- https://pricepredictions.com/news/congress-bans-fed-cbdc-2031-usdc-usdt-tokenized-deposits-sfxv9mn3
Block & Bond — your daily edge on tokenized securities & real-world assets. | blocknbond.xyz