Standard Chartered: rsETH Security Incident Does Not Alter RWA Growth Thesis, Maintaining $2 Trillion Market Size Forecast

Odaily reported that Standard Chartered Bank's latest report indicates that while the theft of KelpDAO's rsETH has severely impacted the DeFi ecosystem, it is insufficient to change the long-term growth trend of Real World Asset (RWA) tokenization. The bank maintains its forecast that the RWA tokenization market will grow from $35 billion in October 2025 to $2 trillion by the end of 2028, with the core drivers remaining the continued expansion of the DeFi banking system and stablecoin liquidity.

Geoffrey Kendrick, Head of Digital Assets Research at Standard Chartered, stated that this incident is more like DeFi being "bent, not broken," and could even serve as a significant turning point for the industry to move towards a more resilient structure. (The Block)