# Сопутствующие статьи по теме RWA

Новостной центр HTX предлагает последние статьи и углубленный анализ по "RWA", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Bitwise: The Institutional Wave Has Arrived, Why Is the Market Still Asleep?

The biggest alpha opportunities in financial markets come from behavioral biases like anchoring, where investors cling to initial impressions. This is why the crypto market is currently mispriced: traditional investors still anchor crypto to its early, counterculture image, while crypto natives suffer from "crying wolf" fatigue after years of promised institutional adoption. Yet, the institutional wave is already here. Wall Street is loudly announcing its move on-chain. SEC Chair Paul Atkins has initiated a commission-wide project to modernize securities regulation for blockchain. BlackRock’s Larry Fink declared we are at the beginning of asset tokenization, evidenced by the firm’s $2+ billion BUIDL tokenized treasury fund on Uniswap and an investment in UNI. Apollo is tokenizing a credit fund on six blockchains and acquiring a stake in Morpho. JPMorgan, Bank of America, Citi, and Wells Fargo are collaborating on a stablecoin. JPMorgan has issued a deposit token on Base, and Fidelity is hiring for a DeFi treasury role. The potential market is enormous: a $30 trillion ETF market, $110 trillion in equities, and $145 trillion in bonds. In contrast, the entire tokenized market is just $20 billion, suggesting potential for exponential growth. The chart of tokenized real-world assets (RWA) value shows a near-vertical growth trajectory, yet this reality is disconnected from market perception. The key challenge is determining how to capture this opportunity, as unanswered questions remain about whether value will accrue to public blockchains, new quasi-private networks, DeFi tokens, or traditional institutions. The certainty is that a massive gap exists between the market’s outdated perception of crypto and its current reality. This divergence represents a significant alpha opportunity—not in picking winners prematurely, but in gaining broad exposure to the entire sector while it remains mispriced. The largest gains occur when consensus is stale and reality has moved on. That time is now for crypto.

marsbit02/25 09:19

Bitwise: The Institutional Wave Has Arrived, Why Is the Market Still Asleep?

marsbit02/25 09:19

RWA Weekly Report|Significant First Decline in Asset Users; US SEC Discusses 'Gradual' Regulatory Path for Tokenized Securities, Plans to Launch Innovative Exemption Mechanism (2.15-2.24)

RWA Bi-Weekly Report (Feb 15–24): Asset Holders See First Notable Decline; SEC Explores "Progressive" Regulatory Path for Tokenized Securities According to rwa.xyz, the total Distributed Asset Value (DAV) of RWA grew from $24.14B to $25.07B, a 3.85% increase. However, the number of asset holders fell significantly from 842.2k to 710.4k, a drop of 15.65%. U.S. Treasury tokenizations saw the largest growth, rising 7% to $10.6B. Stablecoin holders increased by 9.02M, indicating broader adoption despite stablecoin market cap remaining flat. Key regulatory developments include the U.S. SEC clarifying a 2% haircut rule for broker-dealers' payment stablecoin holdings. The SEC is also considering an "innovation exemption" to allow limited trading of tokenized securities on new platforms. Additionally, a clarification was issued that RWA assets based in Hong Kong fall outside mainland China’s strict regulatory scope. In project updates, Ondo Finance integrated tokenized stocks like SPYon and QQQon into DeFi lending markets via Chainlink oracles. MSX (MyStonks) updated its platform and adopted a one-sided trading fee model to improve user experience. OneChain announced a $67M Series A funding round to develop institutional-grade RWA infrastructure. Overall, the market shows continued growth in low-risk, liquid assets like Treasuries, with regulatory bodies moving toward structured yet adaptive frameworks for tokenized real-world assets.

Odaily星球日报02/24 03:50

RWA Weekly Report|Significant First Decline in Asset Users; US SEC Discusses 'Gradual' Regulatory Path for Tokenized Securities, Plans to Launch Innovative Exemption Mechanism (2.15-2.24)

Odaily星球日报02/24 03:50

Crypto Morning Brief: Backpack Plans to Offer Equity to Stakers, WLFI Claims USD1 Was Attacked

Crypto Daily Digest: Key market developments include Backpack's announcement to offer equity to token stakers, allocating 20% of company shares for this program. WLFI reported an attack on its USD1 stablecoin, claiming attackers targeted co-founder accounts to spread FUD and short the token, but the stablecoin held its peg due to its 1:1 asset backing. In policy news, the Trump administration is considering new national security tariffs on six industries, including batteries and telecom equipment. Tether will discontinue its offshore yuan stablecoin (CNH₮) due to low demand. Meanwhile, China’s regulatory approach now distinguishes RWA tokens from virtual currencies, allowing conditional overseas issuance. Ethereum Foundation established a dedicated DeFi team to support permissionless and censorship-resistant protocols. Meme coin TRUMP unveiled a growth plan involving up to 5% of its supply for ecosystem expansion. Bitcoin miner Bitdeer clarified its BTC sales are for liquidity preparation amid land acquisition plans. Other highlights: SBI Holdings launched a $64.5M blockchain bond offering XRP rewards, and private credit firm Blue Owl Capital sold $1.4B in loan assets, sparking concerns about market stress. Market analysis sections cover AI agent teams, yen carry trade impacts on Bitcoin, and shifting institutional capital from tokens to equity.

marsbit02/24 01:14

Crypto Morning Brief: Backpack Plans to Offer Equity to Stakers, WLFI Claims USD1 Was Attacked

marsbit02/24 01:14

Pharos Establishes RealFi Alliance to Promote Institutional-Grade On-Chain Execution Standardization for RWA

Pharos Network has launched the RealFi Alliance, a strategic ecosystem initiative aimed at unifying institutional asset issuers, financial infrastructure providers, and on-chain builders. The alliance seeks to standardize and scale the execution framework for real-world assets (RWA), moving beyond isolated pilots. Founding members include Chainlink, Asseto Finance, Ember, Faroo, LayerZero, R25, Re7 Labs, TopNod, and Centrifuge. The alliance addresses systemic issues like fragmented liquidity, inconsistent infrastructure standards, and regulatory disconnects by creating a unified operational layer where RWAs remain active, composable, and capable of supporting institutional workflows. It operates on four core pillars: Asset Enablement (bringing real-world value on-chain securely), Infrastructure & Compliance (leveraging Pharos’s parallel execution and built-in compliance modules), Liquidity & Utility (designing clear functional use cases like staking and yield mechanisms), and Market Transparency (establishing trust through clear risk and return benchmarks). Pharos CEO Wish Wu emphasized that the goal is to create a unified environment for assets to operate at scale with institutional reliability. The upcoming Pharos mainnet will launch as a ready-to-use financial environment with integrated liquidity and compliance standards. The alliance plans to expand in structured batches, selecting new members based on asset quality, technical maturity, and ecosystem synergy. Pharos is a financial-grade Layer 1 blockchain designed for RealFi, combining modular architecture, parallel execution, and built-in compliance modules. It is developed by a team with backgrounds from Ant Group and is backed by investors like Hack VC and Faction VC.

marsbit02/23 13:02

Pharos Establishes RealFi Alliance to Promote Institutional-Grade On-Chain Execution Standardization for RWA

marsbit02/23 13:02

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