As financial giants in the Middle East begin to move pieces on the digital chessboard, the rest of the world should keep an eye on their hands. Mubadala Capital, the investment arm of a sovereign fund from Abu Dhabi, managing assets worth over USD 430 billion, officially enters into cooperation with Kaio. Objective? Exploring how digital assets can revolutionize access to strategies in private markets through RWAs (Real World Assets).
An alliance heralding change – Mubadala and Kaio join forces
The alliance announced Tuesday is more than just a corporate handshake. Mubadala and Kaio want to test infrastructure that will allow institutional investors to enter private equity products directly on-chain.
This is a clear signal: “old capital” is fed up with archaic structures, high entry minimums and geographical barriers. Fatima Al Noaimi and Max Franzetti of Mubadala Capital Solutions emphasize that the key here is regulatory compliance, which is expected to open the door to cautious institutional capital.
Experience meets great capital
Kaio is not new to this game. The company has already transferred over USD 200 million to the blockchain, structuring funds for such giants as BlackRock and Brevan Howard. Shrey Rastogi, CEO of Kaio, says straight: traditional capital is just starting to scale in the Web3 world.
This is part of a broader puzzle. In November, Bloomberg reported that another Mubadala subsidiary, the Abu Dhabi Investment Council, holds at least $500 million in a Bitcoin ETF from BlackRock. The appetite for digital assets is therefore growing exponentially.
RWA Market: Game for Trillions
CoinShares data shows that the tokenized U.S. Treasury bond market grew from $3.9 billion to $8.6 billion in 2025. In turn, Animoca Brands estimates that RWA tokenization could unlock the TradFi market worth a staggering USD 400 trillion, and the Skynet report predicts the RWA market will grow to USD 16 trillion by 2030. Infrastructure is also catching up – Polygon just implemented a hard fork to better support this traffic, and the Standard Chartered-backed Libeara platform successfully tokenizes gold.
Poland is still in the starting blocks
Polish banks and funds still treat blockchain as a curiosity, not the infrastructure of the future. If the domestic financial sector does not start experimenting with asset tokenization now (when the world’s largest players do it), in a few years we will wake up to a reality in which we will only be consumers of technology that we could co-create.
