# RWA Related Articles

HTX News Center provides the latest articles and in-depth analysis on "RWA", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

2025 Archive: Odaily Editorial Team's Selection of Featured Articles

Odaily's 2025 Year in Review: A Selection of Key Articles The year 2025 was complex for the crypto world, marked by shifting narratives, dissolving consensus, and amplified market volatility. In this climate, Odaily published 1,770 original articles, with the editorial team selecting those that best captured critical questions and meaningful moments of the year. Key themes and selected articles include: * **Early-Year Opportunities:** Coverage of major early gains, including a personal account of a 100x return on ai16z and analyses of the phenomenon-level TRUMP token, which created millionaires. * **Regulatory Shifts:** Reports on the profound change in the U.S. regulatory landscape under the new administration and its impact on crypto policy. * **Major Events & Security:** In-depth reporting on critical incidents like the $1.5 billion Bybit hack and its subsequent crisis management. * **Market Structure & Innovation:** Analysis of evolving business models, the tokenization of real-world assets (RWA) with Robinhood's move, and the strategic maneuvers of projects like Ethena. * **In-Depth Interviews:** Profiles of key figures, including an ETH bull who held through massive gains and a look at the methods of a prominent Meme trader. * **Market Sentiment & Challenges:** Articles captured the growing industry fatigue, with pieces on declining user engagement, the struggles of Web3 workers," and the intense "airdrop hunting" landscape. * **DeFi & Systemic Risk:** Investigations into emerging risks, such as the role of "Curators" and the vulnerabilities in on-chain wealth management products following a major market crash. * **Bitcoin & Macro Trends:** Philosophical reflections on Bitcoin's enduring value 17 years after its creation. * **Niche Revivals:** Coverage of the surprising resurgence of privacy tokens like ZEC. The collection concludes with a survival guide for the perceived bear market, emphasizing resilience needed for 2026. The overall focus was on precise, truthful reporting that stands the test of time.

Odaily星球日报01/05 05:45

2025 Archive: Odaily Editorial Team's Selection of Featured Articles

Odaily星球日报01/05 05:45

New Capital Incentive Pathways Under the New System: The True Picture of Crypto Investment and Financing in 2025

"New Capital Incentive Paths Under New Regulations: The True Picture of Crypto Investment and Financing in 2025" In 2025, the cryptocurrency market achieved substantial regulatory breakthroughs, moving away from its wild growth phase and aligning more closely with mainstream finance. The global crypto market cap reached $3.2 trillion, while stablecoin transaction volumes surpassed $50 trillion, exceeding those of traditional payment giants like Visa and PayPal. This growth was underpinned by two key legislative developments: the enactment of stablecoin legislation, which provided clear legal frameworks for issuers and reserves, and the advancement of a crypto market structure bill, which established a classified regulatory approach. Despite these improvements, the secondary market remained volatile, with Bitcoin experiencing sharp price swings and altcoins performing weakly. In contrast, the primary market displayed a "cautiously active" stance, characterized by a significant shift in investment patterns. A review of the past four years shows a notable decoupling between funding rounds and amounts. In 2024, the number of financing events increased, but the total amount raised remained restrained. By 2025, this trend reversed: the number of deals declined significantly, but the total capital raised increased, with quarterly financing ranging between $3.7 billion and $5.1 billion. This indicates that investors are concentrating their bets on fewer, high-potential projects. Total investment in 2025 reached $17.89 billion across 569 deals. Capital was primarily directed toward CeFi, infrastructure, DeFi, AI, and RWA. Prediction markets emerged as a standout sector, attracting substantial funding due to high investor confidence. In contrast, previously popular areas like DePIN and GameFi saw reduced interest. Notably, prediction market platforms Polymarket and Kalshi led funding, raising approximately $2.5 billion and $1.5 billion, respectively. Layer-1 blockchains also continued to attract investment, with new projects like Tempo and Mond joining established players like Ripple. In summary, the primary market in 2025 is not cooling down but is undergoing a rational restructuring. Capital is becoming more concentrated, focusing on projects with clear regulatory compliance, scalability, and proven potential, signaling a maturation of the crypto investment landscape.

Odaily星球日报01/05 04:40

New Capital Incentive Pathways Under the New System: The True Picture of Crypto Investment and Financing in 2025

Odaily星球日报01/05 04:40

Financing Weekly Report | 4 Public Financing Events, RWA Fixed Income Market Haven Completes Seed Round at $30 Million Valuation, Candaq and Others Participate

Financing Weekly Report: 4 Public Funding Events, Haven's $30M Valuation Seed Round Leads the Week According to PANews statistics, there were 4 blockchain funding events from December 29, 2025, to January 4, 2026, with a total disclosed value of over $42.6 million. Key highlights include: * **DeFi:** RWA fixed-income market Haven completed a seed round at a $30 million valuation with participation from Candaq, Apus Capital, and others. It offers on-chain access to U.S. Treasury products. * **Web3 & AI:** AIAV, a platform merging AI and Web3, raised $4 million from investors including Animoca Brands. It focuses on decentralized AI model training and multi-character interactions. * **Other Web3 Apps:** Cryptocurrency rewards platform SocialGood Inc. raised approximately $5.63 million in its Series B round. Additionally, MMA (a mixed martial arts company) secured $3 million in a private round, with Donald Trump Jr. participating, to build a Web3 platform. The report also noted two significant AI-sector deals (Meta's multi-billion dollar acquisition of Manus and Moonshot AI's $500 million Series C at a $4.3 billion valuation) that were excluded from the main statistics.

marsbit01/05 03:20

Financing Weekly Report | 4 Public Financing Events, RWA Fixed Income Market Haven Completes Seed Round at $30 Million Valuation, Candaq and Others Participate

marsbit01/05 03:20

The Block Research Predicts: IPOs Will Outperform Token Launches, Forecasting That Prediction Markets Will Launch Their Own Chains

The Block Research's annual prediction report for 2026 presents a mix of bullish and cautious forecasts from its analysts. Key predictions include Bitcoin potentially reaching $140,000 and maintaining over 50% market dominance, while stablecoin market cap is expected to surge, possibly exceeding $500 billion. Notably, several analysts emphasize a shift from token launches to IPOs for crypto companies, with firms like Kraken and Consensys potentially going public. Prediction markets, led by platforms like Polymarket and Kalshi, are anticipated to be among the fastest-growing crypto sectors, with one likely launching its own blockchain. Other highlights include the rise of bank-issued deposit tokens, increased institutional stablecoin adoption for B2B payments, and a continued decline in NFT and memecoin activity. The report also foresees a K-shaped recovery, with quality projects attracting capital while low-quality ones fade.

marsbit01/05 02:27

The Block Research Predicts: IPOs Will Outperform Token Launches, Forecasting That Prediction Markets Will Launch Their Own Chains

marsbit01/05 02:27

Aave Founder Responds To Governance Tension With Strategic Plan – Details

Aave founder Stani Kulechov has introduced a strategic plan to address governance tensions and drive long-term growth, following a recent DAO vote where a proposal to transfer full control of the protocol’s brand and front-end assets to the community was overwhelmingly rejected. Kulechov emphasized the need to expand beyond crypto-native lending into real-world assets (RWAs) and institutional markets, targeting a $500 trillion asset base and onboarding millions of users. The upcoming Aave V4 will feature a flexible architecture to support new lending models and asset classes safely. He argued that consumer products should be developed by autonomous teams rather than directly by the DAO to ensure agility, while committing to share off-protocol revenue with token holders and establish clearer branding and revenue alignment.

bitcoinist01/04 11:16

Aave Founder Responds To Governance Tension With Strategic Plan – Details

bitcoinist01/04 11:16

Why Ethereum’s fundamentals could outweigh ETH prices in 2026

Ethereum's 2025 performance highlighted a divergence between its strong fundamentals and weak price action. While the network achieved record transaction volumes, maintained over 50% DeFi market share, and saw a 212% surge in real-world asset (RWA) value, it faced a 53% drop in L2 earnings and nearly $100 million in lost revenue due to lower gas fees. This compressed revenue model puts Vitalik Buterin's increased focus on decentralization under scrutiny. Despite ETH ending 2025 with an 11% loss, fundamentals like reduced exchange reserves and major developments such as JPMorgan's tokenization suggest a shift toward long-term value over speculation. The 2026 roadmap, emphasizing decentralization and utility, aims to offset volatility and support future growth.

ambcrypto01/03 19:08

Why Ethereum’s fundamentals could outweigh ETH prices in 2026

ambcrypto01/03 19:08

Aave Labs’ Revenue-Sharing Proposal Triggers Governance Debate Within AAVE Community

Aave Labs has proposed sharing revenue from its new business ventures with AAVE token holders, sparking a governance debate within the community. Critics, including prominent members, argue that Aave Labs retains excessive control, citing past decisions that favored the company over the decentralized autonomous organization (DAO). They demand full transparency and control over brand assets, ownership, and revenue flows, emphasizing that token holders bear governance risks and should be rewarded accordingly. The proposal is part of Aave's broader strategy to expand beyond crypto lending into real-world assets and other innovations, with the upcoming V4 upgrade enabling modular architecture and safer development. Aave Labs contends that a company-led structure ensures faster execution and competitiveness, though it offers revenue sharing as a compromise. The announcement positively impacted AAVE's price, which rose significantly following the news.

TheNewsCrypto01/03 16:24

Aave Labs’ Revenue-Sharing Proposal Triggers Governance Debate Within AAVE Community

TheNewsCrypto01/03 16:24

Solana whales get busy, but is this manipulation or commitment?

In early 2026, Solana (SOL) is experiencing significant whale accumulation, with large wallets actively buying 10+ SOL tokens. This aligns with a broader "buy the fear" sentiment as the Crypto Fear & Greed Index nears neutral, historically signaling accumulation phases. SOL posted its first weekly gain of 2.96% after four weeks of losses, showing potential technical strength. However, questions remain whether this move is market-driven or SOL-specific. On-chain data reveals strong fundamentals: Solana’s RWA ecosystem hit a record $873 million, and its DeFi TVL surged 11.8% in 24 hours. This suggests strategic, long-term accumulation focused on income-generating use cases, indicating SOL may be building a foundation for sustained growth in 2026 despite ongoing volatility risks.

ambcrypto01/02 16:02

Solana whales get busy, but is this manipulation or commitment?

ambcrypto01/02 16:02

Ethereum Overlooked by Wall Street

Ethereum experienced a significant "fundamental vs. price divergence" in 2025. Despite achieving major technical upgrades like Pectra and Fusaka, which enhanced scalability, and seeing explosive Layer 2 growth with Base chain's success, ETH's price dropped nearly 40% from its all-time high of $4900 to around $2900. A key reason was the Dencun upgrade (EIP-4844), which drastically reduced L2 transaction costs but collapsed fee revenue and ETH burning. This ended Ethereum's deflationary "ultrasound money" narrative, turning it into a mildly inflationary asset. While L2s like Base generated substantial revenue, they were seen as both a threat to L1 value capture and a source of long-term monetary premium for ETH. Ethereum faced intense competition, losing ground in areas like PayFi and DePIN to Solana, but maintained dominance in RWA (e.g., BlackRock's $2B BUIDL fund) and stablecoins. Wall Street remained cautious, with ETH ETF inflows ($9.8B) lagging behind Bitcoin's ($21.8B) due to the exclusion of staking rewards, making it less attractive as a yield-bearing asset. Potential catalysts for a turnaround include: the approval of staking-enabled ETFs, RWA expansion, a future surge in Blob demand, improved L2 interoperability, and upcoming upgrades like Glamsterdam and Verkle Trees aimed at enhancing scalability and decentralization. Ethereum is undergoing a painful transition from a retail-friendly platform to global financial infrastructure, sacrificing short-term gains for long-term, institutional-grade scalability and security.

marsbit01/02 08:28