Crypto-native traders rotated toward traditional assets and utility-driven sectors in May, according to a monthly report released from Seychelles on June 12. The shift came as US equity futures volume jumped 85% and demand for tokenized offerings, including a SpaceX (PRE) Launchpad event, surged to record levels.
The data points to a broader reallocation of capital away from meme-driven tokens and toward Real World Assets (RWA), artificial intelligence infrastructure, and traditional financial exposure.
Shift toward traditional assets and rwa
Crypto-native traders increased activity in US equities and stock index futures, with overall traditional financial futures rising 21% month over month. This growth followed an expansion in available contracts from 100 to 120, signaling deeper access to conventional markets through crypto platforms.
At the same time, RWA projects gained prominence, taking three spots among the top 10 tokens by spot trading volume. SLX climbed 535%, SHARE rose 341%, and KAIO surged 1,400%, reflecting strong demand for blockchain-based assets tied to tangible financial instruments.
Ai tokens post outsized gains
Artificial intelligence-related tokens delivered some of the largest price increases of the month. New entrants such as BILL and GITLAWB rose 4,636% and 880%, driven by features focused on verification systems and on-chain collaboration for AI agents.
Overall, the top 10 new tokens by trading volume posted average peak gains of 1,514%, while the top 10 gainers averaged 1,559%. Nine tokens appeared on both rankings, led by QAIT with a 4,760% increase, followed by BILL.
Tokenized equities and commodities see rising demand
Interest in traditional markets extended beyond futures. Gold maintained the highest trading volume among commodities, while silver futures rose 143%. Demand also climbed sharply for AI-related semiconductor exposure, with companies such as Micron Technology, NVIDIA, and Tesla ranking among the most active contracts. Micron recorded a notable 1,002% increase.
On-chain equity trading reached new levels, with daily volume hitting $3.57 billion in May. AI-linked stocks accounted for nearly 40% of activity on some platforms, highlighting strong appetite for round-the-clock access to tech sector exposure.
Spacex launchpad and platform incentives drive activity
The SpaceX (PRE) Launchpad event drew more than 38,000 participants and recorded over 56 million USDT in subscriptions, exceeding the previous record by five times. The surge reflects growing demand for pre-IPO and tokenized stock opportunities.
Platform incentives also contributed to heightened engagement. A no-stake Launchpool offering distributed 10 billion NEX tokens and generated a 286% annual percentage rate for new users, while additional campaigns attracted hundreds of thousands of participants and distributed over 500,000 USDT in rewards.
Institutional outflows shape broader market conditions
The capital rotation is occurring alongside sustained outflows from major digital assets. Spot Bitcoin ETFs have recorded their longest stretch of daily redemptions, with cumulative outflows approaching $2.75 billion since mid-May.
This divergence suggests traders are reallocating capital rather than exiting the market entirely, favoring assets with clearer utility or more predictable exposure.
Market becomes more selective
The move away from hype-driven tokens toward function-focused sectors reflects a more selective trading environment. Projects with verifiable use cases and long-term potential are increasingly outperforming those reliant on sentiment.
RWA growth has been particularly strong. The tokenized RWA market, excluding stablecoins, has expanded more than 256% over the past 15 months. Tokenized treasuries alone have tripled since early 2025, reaching nearly $13 billion in value.
Major institutions are supporting this trend. BlackRock’s tokenized Treasury fund, BUIDL, has surpassed $2.5 billion in assets and distributed over $100 million in dividends, reinforcing demand for blockchain-based exposure to traditional yield.
Ai sector shows resilience
The AI segment has remained resilient even خلال broader market weakness. Early June data shows AI tokens rising more than 3.5% in a single day while most other sectors declined, helping explain the rapid appreciation of new AI-focused assets.
Outlook for june
Early June trends indicate the rotation is accelerating. While overall crypto derivatives volume has fallen to a 12-month low, growth in traditional financial futures and tokenized equities suggests traders are increasingly using crypto platforms to access familiar markets for both exposure and hedging.
Explore how this shift reshapes portfolios in 2026—discover why tokenized RWAs could be traders’ next big edge.
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