# 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.

Crypto Market Trends from Pantera Capital. What Will Be Relevant in 2026

Pantera Capital's partner, Joey Yu, outlines key crypto trends for 2026. Major developments include the integration of AI into consumer crypto services for analytics and autonomous trading, the growth of capital-efficient on-chain lending with AI-driven credit scoring, and the expansion of gold-backed stablecoins as a key RWA segment. Prediction markets will bifurcate into financial (DeFi-integrated) and cultural (community-focused) sectors. The x402 protocol will evolve into a mainstream crypto payment solution, with Solana leading in transaction volume. Privacy-as-a-Service offerings will emerge for enterprises, and the threat of quantum computing will push institutions to secure old Bitcoin holdings. The DAT company market will consolidate, and governance token models will be challenged by new equity-like structures. Hyperliquid is predicted to dominate the perpetual futures DEX market, while proprietary AMMs will become multi-chain and handle most of Solana's volume. Finally, major fintech firms will adopt stablecoins for cross-border payments.

RBK-crypto12/26 12:08

Crypto Market Trends from Pantera Capital. What Will Be Relevant in 2026

RBK-crypto12/26 12:08

The RWA Narrative is Shifting: Why is Tokenized Gold Being Repeatedly Mentioned?

The narrative around Real World Assets (RWA) is shifting from theoretical discussions about which assets can be tokenized to a more practical focus on which tokenized assets can achieve long-term viability and scale. Tokenized gold is increasingly highlighted as one of the most promising directions in RWA development. Gold possesses inherent advantages: it is a globally recognized store of value with established custodial, auditing, and settlement systems. The primary challenge for its on-chain adoption isn't proving its legitimacy but rather improving its accessibility, lowering transaction costs, and enabling seamless cross-border movement. Tokenization addresses the low liquidity and high friction associated with physical gold, allowing it to circulate like a digital asset within crypto financial systems. This trend is further amplified by the current macro environment marked by geopolitical uncertainty and inflation, which reinforces gold's traditional role as a safe-haven asset. The conversation is moving beyond feasibility to examine practical operational requirements: physical custody, verifiable reserves, data consistency between on-chain and off-chain systems, and compliance across jurisdictions. Early infrastructure platforms, such as Matrixdock's XAUm token, which is backed by LBMA-standard physical gold, are emerging. They emphasize building robust foundational layers—including verifiable reserves and regulatory compliance—rather than merely offering a trading product. Ultimately, the next phase of RWA evolution will be a systemic test of asset selection, operational stability, and sustainability. Tokenized gold represents a clear and verifiable intersection of asset maturity, real-world demand, and on-chain utility.

marsbit12/26 09:16

The RWA Narrative is Shifting: Why is Tokenized Gold Being Repeatedly Mentioned?

marsbit12/26 09:16

2025 Investment Survey: Nearly 60% of Respondents Report Overall Profits, Over 60% Are Seasoned Veterans

2025 Crypto Investment Survey: Over 60% of Participants Report Profits, Majority Are Experienced Traders Despite a relatively quiet Christmas period with BTC oscillating between $85K-$90K and ETH losing momentum, a year-end investment survey by Odaily reveals that 57% of respondents achieved profits in 2025. Among them, 17.2% saw significant gains (over +50%), while 39.7% reported modest profits. About 27% faced losses, contrasting with common pessimistic sentiment. Notably, over 60% of participants have been in crypto for more than three years, indicating a market dominated by experienced "veterans." Meme coins remained the top profit driver (34%), followed by major cryptocurrencies like BTC and ETH (26%), DeFi (16%), and airdrop farming (12%). Conversely, meme coins and altcoins were also the leading cause of losses (28%), alongside contract trading (26%) and setbacks in NFT/GameFi/L2 investments (22%). Key reasons for losses included failure to cut losses promptly, slow reactions, and over-reliance on market rumors. Only 8.6% attributed losses to frequent trading. Looking ahead, respondents are optimistic about RWA (31%), AI (25%), and meme coins (24%) in 2026. Prediction markets also show growth potential, with nearly 60% of users already engaged. Investment advice emphasized dollar-cost averaging, focusing on BTC, and taking profits timely. The article also highlights missed opportunities in 2025, including Trump-themed meme coins, Circle’s IPO, and unexpected airdrops like Plasma (XPL) and ASTER. Despite market volatility, the year offered numerous wealth-building moments, underscoring the dynamic yet challenging nature of crypto investing.

marsbit12/26 05:40

2025 Investment Survey: Nearly 60% of Respondents Report Overall Profits, Over 60% Are Seasoned Veterans

marsbit12/26 05:40

2025 Investment Survey: Nearly 60% of Respondents Report Overall Profits, Over 60% Are Seasoned Players

Based on a year-end investment survey conducted by Odaily Planet Daily, this article provides a retrospective on the cryptocurrency market in 2025. Key findings from the questionnaire include: - Over 60% of surveyed investors have been in the crypto space for more than three years, indicating a market dominated by experienced participants. - Despite a volatile "monkey market," a majority (57%) reported profitability for the year. This includes 17.2% with significant gains (over +50%) and 39.7% with modest gains (0-50%). Approximately 27% of respondents reported losses. - Meme coins were the primary source of profits for 34% of profitable investors, followed by major cryptocurrencies like BTC and ETH (26%), DeFi (16%), and airdrop farming (12%). - Conversely, the main sources of losses were Meme/altcoin investments (28%), futures trading (26%), and investments in underperforming sectors like NFT and GameFi (22%). - When reflecting on losses, the top reasons cited were failing to cut losses promptly on losing positions and poor operational tactics like blindly following hype. - Looking ahead to 2026, the most anticipated sectors among respondents are RWA (Real World Assets), AI-related crypto projects, and Meme coins. Common investment advice shared was to practice dollar-cost averaging (DCA), primarily into Bitcoin. The article concludes with a recap of missed major opportunities throughout 2025's four quarters, highlighting high-potential tokens and events like the Trump meme coin and the Circle (CRCL) stock listing, underscoring the year's numerous, though often missed, wealth-generation events.

Odaily星球日报12/26 04:48

2025 Investment Survey: Nearly 60% of Respondents Report Overall Profits, Over 60% Are Seasoned Players

Odaily星球日报12/26 04:48

Ethereum's 2025 Report Card: Won the Consensus, Lost the Price

Despite a disappointing year for ETH investors with the token's price declining over 15% since January 2025, the Ethereum blockchain itself achieved significant milestones. Key developments include a surge in ETH ETF inflows, which grew nearly fivefold to over $10 billion between June and September, making ETH more accessible to mainstream investors. Additionally, corporate treasury adoption emerged as a major trend, with the top five companies holding 5.56 million ETH (4.6% of supply), valued at over $16 billion. These institutional pathways helped Ethereum gain mainstream attention, reflected in increased Google search trends. Ethereum maintained its dominance in stablecoins and real-world asset (RWA) tokenization, hosting over half of all tokenized assets globally. Technologically, the Pectra and Fusaka upgrades enhanced scalability, reduced transaction costs, and improved network reliability—critical for supporting large-scale applications like Rollups and institutional settlements. While Ethereum solidified its position as a robust financial infrastructure, ETH’s price performance lagged behind network growth. The divergence highlights a year where Ethereum won consensus as a platform but failed to deliver gains for token holders, setting the stage for potential price appreciation in 2026 if ecosystem momentum translates into value.

marsbit12/26 03:15

Ethereum's 2025 Report Card: Won the Consensus, Lost the Price

marsbit12/26 03:15

Decrypting the 2025 Crypto Wealth Map: 12 Winners and the Next Wave of Opportunities

The year 2025 marked a pivotal shift for the crypto industry, transitioning from a "recovery year" to one where infrastructure gained mainstream recognition. Key winners emerged, fundamentally reshaping the financial landscape. The U.S., under the Trump administration, became a dominant force by enacting pro-crypto policies like the GENIUS Act and banning CBDCs, positioning itself as a global crypto hub. U.S. spot ETFs, led by products like IBIT, saw massive institutional inflows, with Ethereum, Solana, and XRP ETFs gaining traction. Solana (SOL) evolved beyond a "meme coin casino" to become a core liquidity layer, with on-chain volumes surpassing major centralized exchanges. Base, an Ethereum L2 by Coinbase, leveraged its user base to drive consumer crypto adoption. Ripple and XRP overcame legal challenges, leading to ETF approvals and transforming into a liquidity engine. Privacy coins like Zcash surged, shedding their stigma and attracting institutional interest for compliant use cases. Real-World Assets (RWA) tokenization grew significantly, with SEC support enabling traditional finance integration. Stablecoins surpassed a $300B market cap, cementing their role as critical financial infrastructure. Perpetual DEXs broke credibility barriers, recording $1.2T in monthly volume as traders migrated from CEXs. Prediction markets like Polymarket gained legitimacy, bridging gambling and finance. Hong Kong emerged as a key Asian hub, with growing ETP volumes and a robust regulatory framework for exchanges and stablecoins. Finally, early crypto believers were vindicated as major institutions entered the market, validating their long-term thesis. These winners collectively drove structural shifts, setting the stage for continued innovation and integration in 2026.

比推12/25 15:21

Decrypting the 2025 Crypto Wealth Map: 12 Winners and the Next Wave of Opportunities

比推12/25 15:21

From Banger to Trash: A Sharp Critique of a Web3 Creator's 2025

In his 2025 year-end review, a Web3 content creator reflects on a year marked by acceleration in both global events and the crypto space, driven by developments like Trump’s policies and major market shifts. He evaluates 12 of his own articles using a “夯到拉” (strong to weak) rating system. Top-rated pieces include an analysis of DATs (Digital Asset Treasuries) and their strategic use of Ethereum to build Layer 2 networks (“夯的批爆”), a data-driven report on Hyperliquid KOL trading performance (“夯”), and a forward-looking meme investment guide (“顶级”). Other well-received articles cover DeSci’s limitations, AIGC’s role in Web3 content, and tokenized equities like Exodus. Mid-tier articles discuss Trump’s tariff impact on Bitcoin mining, oracle growth beyond financial data, and GameFi’s decline, rated “人上人” or “NPC”. The lowest-rated piece compares Letsbonk.fun and Pump.fun, deemed “拉完了” for its lack of depth and relevance. The author concludes by acknowledging his growth as a creator in a turbulent year and commits to evolving with AI and industry changes despite expecting tougher times ahead.

marsbit12/25 11:44

From Banger to Trash: A Sharp Critique of a Web3 Creator's 2025

marsbit12/25 11:44

Huobi Growth Academy | 2025 In-Depth Crypto Market Research Report: Institutions, Stablecoins, and Regulation, 2025 Crypto Market Review and 2026 Outlook

The 2025 crypto market marked a structural turning point, shifting from retail-driven speculation to an institutionally-dominated landscape. Capital inflows via ETFs and regulated channels transformed market dynamics, reducing volatility but increasing sensitivity to macro interest rates. Stablecoins evolved into core global settlement infrastructure, with RWA (particularly on-chain U.S. Treasuries) scaling significantly, merging crypto with traditional finance. Regulatory clarity lowered institutional barriers, accelerating adoption of crypto as a configurable, auditable financial infrastructure. However, vulnerabilities in algorithmic and yield-bearing stablecoins exposed systemic risks, highlighting the need for transparency and quality differentiation. Looking to 2026, key variables include the cost of compliant capital, the quality of on-chain dollar systems, and the sustainability of real yield. Success will favor infrastructure and assets that thrive under capital, yield, and regulatory constraints.

深潮12/25 09:19

Huobi Growth Academy | 2025 In-depth Crypto Market Research Report: Institutions, Stablecoins, and Regulation, 2025 Crypto Market Review and 2026 Outlook

The 2025 crypto market underwent a structural transformation driven by three key shifts: institutional adoption, the maturation of the on-chain dollar system, and regulatory normalization. Institutional capital became the marginal buyer via ETFs and regulated vehicles, reducing volatility but increasing sensitivity to macro factors like interest rates. The market shifted from narrative-driven speculation to liquidity-driven, macro-sensitive asset allocation. Stablecoins evolved into core infrastructure, serving as the primary settlement layer and dollar proxy for on-chain economy, with transaction volumes rivaling major payment systems. Real-World Assets (RWA), particularly tokenized U.S. Treasuries, scaled significantly, introducing low-risk yield curves on-chain and merging DeFi with traditional finance. However, algorithmic and yield-bearing stablecoin failures exposed systemic fragility due to leverage and opacity. Regulatory clarity reduced institutional entry barriers, turning compliance into a competitive moat. Valuation models began incorporating regulatory costs, legal stability, and compliance efficiency, shifting focus from growth metrics to sustainable infrastructure. Looking ahead to 2026, key variables include macro liquidity conditions, the quality stratification of on-chain dollar instruments, sustainability of real yields, and the institutional moats built around compliance and distribution. The winners will be assets and infrastructures that thrive within these new constraints of capital, yield, and regulation.

marsbit12/25 08:49

Crypto Workers Predict What's Next While Bigwigs Take Christmas Break?

Castle Labs and its community of experts share predictions for 2026. Key themes include the rise of AI and robotics, supported by policy shifts and DePIN networks. Privacy tech is expected to become critical for institutional adoption. DeFi is predicted to mature, with institutional capital boosting TVL and protocols operating more like traditional businesses. Prediction markets, led by Polymarket and Kalshi, will grow significantly. Hyperliquid is highlighted as a leading infrastructure for perps and financialization. Memecoins and low-utility altcoins may decline, while RWA tokenization accelerates. The market may see increased volatility, with BTC dominance rising and a focus on real yield and tokenomics innovation.

marsbit12/25 08:40

Crypto Workers Predict What's Next While Bigwigs Take Christmas Break?