Research

Market intelligence for the on-chain economy.

Markets

T1 Weekly Market Report

The Number That Changes Everything The tokenized RWA market hit $19.32 billion by the end of Q1 2026, up 256.7% from $5.42 billion at the start of 2025. That's not a trend anymore. That's a structural shift. But the number that actually matters this week isn't the market cap. It'

May 4, 2026 · 6 min read
Weekly Report

Weekly Market Report — Week of April 27, 2026

The Week the SEC Fired the Starting Gun T1 Research · Issue No. 01 · Week of April 21–27, 2026 · 8 min read --- On April 21, SEC Chair Paul Atkins announced the Innovation Exemption for tokenized securities on-chain. The RWA market closed the week above $30 billion. Dubai opened

Apr 27, 2026 · 8 min read
Markets

On-Chain Sector Rotation: Where Smart Money Is Moving

The nine sectors of the on-chain capital markets are not moving together. Treasury bills and AI tokens are leading. Real estate is lagging. Here is the full rotation picture.

Apr 21, 2026 · 6 min read
RWA

Tokenized Treasury Bills in 2026: The Complete Guide

Franklin Templeton, Ondo, OpenEden, and Superstate are competing for the tokenized T-bill market. A complete comparison of products, yields, and access requirements.

Apr 21, 2026 · 9 min read
RWA

The Institutional Adoption Curve for Tokenized Assets

BlackRock, Goldman Sachs, Franklin Templeton, JP Morgan, and Fidelity are all building on-chain. Here is where each institution stands and what it means.

Apr 21, 2026 · 8 min read
DeFi

The State of Cross-Chain Infrastructure in 2026

LI.FI, LayerZero, Chainlink CCIP, and Wormhole are competing to be the infrastructure of on-chain capital markets. Here is the state of cross-chain in 2026.

Apr 21, 2026 · 7 min read
DeFi

The On-Chain Yield Landscape: Where to Find Real Returns in 2026

From 4% T-bills to 15% private credit, the on-chain yield landscape in 2026 is the most diverse it has ever been. A complete map of available returns and their risks.

Apr 21, 2026 · 8 min read
Macro

Dollar Dominance and the On-Chain Capital Market Opportunity

The US dollar represents 98% of tokenized assets. Dollar dominance on-chain creates a structural opportunity for the billions of people without easy access to dollar savings.

Apr 21, 2026 · 6 min read
Protocol

Inside Terminal One Routing: How LI.FI Powers Best Execution

Every Terminal One trade routes through LI.FI. Here is exactly how the routing engine evaluates execution paths across 7 chains and why it matters.

Apr 21, 2026 · 6 min read
Protocol

The Orbit Velocity Indicator: How It Works and How to Use It

Velocity is Terminal One proprietary momentum indicator. Here is the methodology, how the calculation works, and how professional traders use it in practice.

Apr 21, 2026 · 7 min read
Research

The Tokenization Investment Thesis: Why This Market Is Different

The structural case for why tokenization is not another crypto narrative but a permanent change to how assets are held, settled, and traded globally.

Apr 21, 2026 · 10 min read
Weekly Report

Weekly Market Report — Week of April 21, 2026

The key numbers, significant moves, and signals from the on-chain capital markets for the week of April 21, 2026.

Apr 21, 2026 · 5 min read
Macro

What the Fed Rate Environment Means for On-Chain Capital Markets

The Federal Reserve rate environment directly shapes the tokenized asset market. Here is how current rates affect yields, capital flows, and the RWA opportunity.

Apr 21, 2026 · 7 min read
Markets

RWA Market Momentum: What April 2026 Is Telling Us

Capital is rotating into tokenized real-world assets at an accelerating pace. On-chain wallet data reveals what institutional and mid-size wallets are doing right now.

Apr 21, 2026 · 7 min read
Markets

The Door Is Open

The on-chain capital markets have crossed $29 billion in issued assets. The institutions are arriving. Less than 1% of crypto users have touched a single one.

Apr 20, 2026 · 8 min read