Arrakis Finance’s onchain analysis of 71,697 buyers across $91.3 billion in tokenized yield products reveals a major retention gap between traditional and crypto-native offerings. Tokenized TradFi credit funds retain 68% of their buyers after one year, compared to just 28% for crypto-native credit and carry products. Of the $12.4 billion in tracked demand, 66% came from DeFi protocol and DAO treasuries, with zero participation from traditional institutions. USDC dominates with 80% of acquisitions, representing approximately $17.4 billion, while secondary markets account for less than 6% of total volume.
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