BlackRock BUIDL Boosts Avalanche Tokenization Value in Q4 2025

2日前•

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This article was first published on The Bit Journal.

Avalanche is seeing growth that looks less like a trade and more like financial plumbing: real-world assets moving onchain in size. A quarterly research update shows tokenized real-world asset value on the network climbed above $1.3 billion in Q4 2025, up 68.6% from the prior quarter and nearly 950% year over year.

A major driver was BlackRock’s USD Institutional Digital Liquidity Fund, BUIDL, which represented roughly $500 million on Avalanche in the report period. The fund aims for a $1 net asset value per token and pays daily accrued dividends while holding cash, U.S. Treasury bills, and repurchase agreements. That is why Avalanche tokenization is being discussed as infrastructure for cash-like products, not just trading.

Why Avalanche tokenization stands out in the data

RWA total value locked matters because it tracks value that stays put, not just value that flashes through a swap. For Avalanche tokenization, higher RWA TVL hints that tokenized funds are finding users who care about redemptions, reporting, and operational reliability.

Stablecoins provide the liquidity layer. The main chain’s stablecoin market cap was almost unchanged in Q4, up 0.1% to about $1.741 billion. By year end, USDT led supply with 42.3% share, or roughly $736.6 million in circulation, ahead of USDC.

Activity indicators improved too. Average daily transactions rose 63% in Q4 to around 2.1 million, and DeFi TVL increased 34.5% to 97.5 million AVAX. Together, these key indicators suggest more users are moving value, and more liquidity is willing to sit on-chain.

Price moved the other way. AVAX fell 59% during Q4 2025 to roughly $12.30 and continued to slip into early 2026. This divergence is common when growth is driven by low-volatility assets, so Avalanche tokenization can expand even when the native token stays weak.

BlackRock BUIDL Boosts Avalanche Tokenization Value in Q4 2025

For institutional allocators, the practical question is whether on-chain funds can behave like their off-chain equivalents on a busy day, with clean settlement, predictable redemptions, and simple accounting. That is where Avalanche tokenization may earn trust, because the value proposition is speed with auditability, not leverage with noise.

Institutional rails arriving beyond BUIDL

In November 2025, FIS and Intain launched a tokenized loan marketplace built on Avalanche, aiming to help regional and community banks securitize and sell loan portfolios with greater transparency and automation. If credit workflows stick, they can add volume that is routine rather than speculative.

Index infrastructure is also taking shape. S&P Dow Jones Indices and Dinari announced the S&P Digital Markets 50, a benchmark combining 15 crypto assets with 35 crypto-linked equities, designed as a rules-based view of the digital economy. These are the types of building blocks that tend to pull more institutions toward Avalanche tokenization over time.

Conclusion

Q4 2025 delivered a split-screen market: Avalanche tokenization grew through institutional-style instruments, stablecoin liquidity stayed steady, and network activity improved, while AVAX price fell in a risk-off environment. The next checks are straightforward, whether RWA TVL keeps rising, stablecoin depth stays healthy, and throughput holds up as more tokenized products arrive.

Frequently Asked Questions (FAQs)

What is BUIDL?
BUIDL is a liquidity fund where tokens represent fund shares, target a $1 value, and pay daily accrued dividends from short-dated U.S. dollar assets.

Does higher RWA TVL guarantee higher AVAX price?
No. RWA TVL can rise on low-volatility assets and institutional allocations, while AVAX can fall when broader risk appetite weakens.

Why do stablecoins matter for Avalanche tokenization?
Stablecoins act as settlement fuel. When supply is steady, liquidity is available for redemptions, lending, and transfers.