RedStone forecasts tokenized real‑world assets (RWAs) expanding from $35B today to $50–60B by 2026, led by private credit (~$19B, 45–50% share), tokenized Treasuries (~$8.4B, including BlackRock’s $2.5B BUIDL fund) and rapidly growing tokenized equities (projected 200–300% growth once U.S. rules clarify in mid‑2026). The report warns scaling depends on reliable infrastructure and advanced oracles for NAV, illiquidity adjustments, third‑party valuations and audit trails. It also predicts AI agents will be major on‑chain data users (a $15B+ market) and that DeFi total value locked could reach $150–200B by 2026, with institutional capital flowing only to platforms with strong oracles and risk monitoring.

The report projects sizable growth (from $35B to $50–60B by 2026; private credit ~ $19B; tokenized Treasuries $8.4B including BlackRock’s $2.5B) and predicts larger DeFi TVL ($150–200B) and a $15B+ on‑chain AI data market, which is bullish. It also stresses that scaling depends on reliable infrastructure, advanced oracles, NAV/valuation processes and regulatory clarity (U.S. rules mid‑2026), which limits immediate, concrete market actions—hence modest impact.