Ethereum News Today: Ethereum's RWA Fortress: Solana's Speed Can't Crack 83.69% Dominance

Ethereum (ETH) experienced a sell-off alongside Bitcoin in late 2025, with prices correcting 23% from all-time highs, yet underlying adoption of real-world asset (RWA) tokenization continues to bolster long-term optimism. By mid-2025, the RWA tokenization market had surged to $24 billion, with Ethereum maintaining a commanding 83.69% market share despite challenges like high gas fees and slower transaction speeds. Private credit and U.S. Treasury debt dominated the sector, accounting for over half of the RWA value, while tokenized real estate and commodities expanded rapidly, driven by fractional ownership and 24/7 liquidity.

Ethereum's dominance in RWA tokenization was underscored by institutional participation, with projects like BlackRock's BUIDL fund tokenizing $2.9 billion in U.S. Treasuries by June 2025. The fund's integration with platforms like Crypto.com and Deribit highlighted Ethereum's role as the "institutional standard" for on-chain finance. Meanwhile, tokenized real estate, particularly in Dubai, reached $3 billion in value, demonstrating the blockchain's ability to transform illiquid assets into tradable instruments.

Despite Ethereum's lead, Solana emerged as a formidable challenger, with its RWA sector growing 218% in 2025 to $550 million. Solana's speed-processing 65,000 transactions per second-and low fees attracted projects like Ondo Finance, which tokenized U.S. treasuries and real estate. However, Ethereum's layered architecture, including robust Layer 2 solutions, allowed it to scale while preserving security and decentralization. Analysts noted that Ethereum's 83.69% market share remained resilient, supported by its established DeFi ecosystem and regulatory familiarity.

Technical indicators suggested short-term volatility but potential for a rebound. Ethereum's 4-hour RSI plummeted to 14.5 in September 2025, a rare oversold condition last seen in April when ETH traded near $1,400. Whale accumulation of $1.6 billion in ETH over two days and a 900% staking yield on projects like Pepenode signaled growing confidence in a fourth-quarter rally. Prominent analyst Tom Lee reiterated a $10,000 year-end price target, citing strong on-chain demand and institutional adoption.

Long-term growth drivers for Ethereum included regulatory clarity and cross-chain interoperability. Projects like Converge on Celestia and RealT on Arbitrum demonstrated RWA tokenization's potential to unlock $50 billion in tokenized assets by Q4 2025. However, challenges like regulatory complexity and market volatility-ETH's 53% drop in 2024-remained hurdles.

The RWA tokenization landscape highlighted Ethereum's strategic position as a settlement layer, with institutional trust and DeFi integration reinforcing its dominance. While Solana's speed and cost efficiency posed a threat, Ethereum's maturity and network effects ensured its role as the backbone of tokenized finance.

[1] BricKFi Journal (https://brickfi.substack.com/p/ethereum-and-rwa-tokens-in-2025)

[2] The Coinomist (https://thecoinomist.com/insights/rwa-tokenization-surge-2025/)

[3] CoinLive (https://coinlive.me/ethereum-rwa-tokenization-growth-2025/)

[4] Analytics Insight (https://www.analyticsinsight.net/cryptocurrency-analytics-insight/solana-vs-ethereum-whos-winning-the-real-world-asset-tokenization-battle-in-2025)

[5] The Currency Analytics (https://thecurrencyanalytics.com/marketmovers/expert-says-solana-will-never-rival-ethereum-heres-why-198119)

[6] RedStone (https://cointelegraph.com/news/private-credit-powers-24b-tokenization-market-ethereum-still-dominates-redstone)

[7] CryptoNomist (https://en.cryptonomist.ch/2025/09/26/ethereum-price-prediction-whales-accumulate-rsi-oversold-is-a-rebound-coming/)

[8] CoinCentral (https://coincentral.com/ethereum-signals-rare-oversold-condition-first-time-since-1-4k-eth/)

[9] OnChainStandard (https://onchainstandard.com/markets-analysis/tokenization-of-real-world-assets-rwas-use-cases-and-growth-in-2025/)

[10] Debut Infotech (https://www.debutinfotech.com/blog/ethereum-vs-solana-comparison-in-real-world-asset-tokenization)