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Crypto

RWA market up 85 percent since start of year; tokenised stocks seen at 55 trillion won by 2030

On-chain assets under management in tokenised real-world assets (RWA) rose to $34.18 billion, nearing 5 trillion won, and were up 85.2 percent from the start of 2026, Binance Research said in a report cited by Coinpost. Bonds and money market funds remained the largest segment, while tokenised equities jumped 390.4 percent. Binance Research said market growth will hinge on on-chain utilisation of issued assets and forecast tokenised equity AUM at $61 billion to $987 billion by 2030.

AI & Enterprise

China AI firms\' open-weights strategy questioned as revenue trails OpenAI, Anthropic by 90 percent

Seven major Chinese AI developers’ annual recurring revenue is about one-tenth that of OpenAI and Anthropic, the South China Morning Post reported, citing Rhodium Group estimates. OpenAI and Anthropic together exceed $100 billion. ByteDance and Alibaba lead among the Chinese firms, while some, including Moonshot AI and DeepSeek, pursue fundraising at high valuations. Analysts also warn heavy computing investment could prolong losses, and open-weights strategies may hinder monetisation.

Industry

EU exceeds first-year sustainable aviation fuel mandate target, new challenges emerge

The European Union’s sustainable aviation fuel (SAF) blending mandate exceeded its first-year target, helping expand the market. SAF supplied to EU airports in 2025 totalled about 1.1 million tonnes, or 2.8 percent of total aviation fuel, above the 2 percent requirement. Supply is concentrated in HEFA fuels made largely from used cooking oil and animal fats, while most feedstocks are imported. Investment in synthetic e-SAF remains stalled, with no projects reaching final investment decision.