# 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.

Ondo partnership fuels Solana’s 2026 push into Wall Street capital

Ondo Finance's partnership with Solana is accelerating the network's push into institutional finance by launching over 200 tokenized assets. This collaboration builds on the growing Real-World Asset (RWA) sector, which saw 250% year-over-year growth in 2025 and has become a key bridge between DeFi and traditional finance. Solana enters 2026 with over $1 billion in RWA total value locked (TVL), $200 million of which comes from public equity assets, signaling strong Wall Street participation. Despite market volatility, SOL has maintained a price above $120 for 10 weeks and is outperforming many peers with a 4.5% gain since the start of 2026. The Ondo partnership reinforces Solana’s institutional adoption, driving ETF interest and positioning its 2026 growth cycle as conviction-driven.

ambcrypto01/22 15:01

Ondo partnership fuels Solana’s 2026 push into Wall Street capital

ambcrypto01/22 15:01

Ethereum's 'Barrier Lake' Moment: Fundamentals Up, ETH Down

Ethereum is experiencing a paradoxical "dammed lake" moment in 2026, with strong fundamental growth contrasting with stagnant ETH prices. Key metrics like staking scale, TVL, and stablecoin dominance have hit record highs, yet the token's value remains disconnected. The staking ecosystem has reached $120 billion, with 36 million ETH staked. However, centralization risks persist, as the top 5 providers control 48% of staked ETH. Vitalik Buterin has proposed a native DVT (Distributed Validator Technology) solution to enhance decentralization, security, and resilience against single points of failure. Ethereum's TVL surpassed $300 billion, reflecting a mature and diversified ecosystem. It maintains a 58% dominance in stablecoin market share, reinforcing its role as a global settlement layer. Regulatory developments like the "Genius Act" are expected to further boost institutional stablecoin adoption. Despite record-high transaction volumes (2.49 million daily average), low gas fees (0.03 Gwei) have enabled widespread "address poisoning" attacks, inflating on-chain activity without genuine demand. Additionally, L2 growth has come at the cost of mainnet revenue, with L2s paying only $10 million to Ethereum despite earning $129 million in 2025. A significant valuation disconnect exists: Ethereum hosts 59% of crypto's TVL but only 14% of its total market cap. This suggests ETH is deeply undervalued, as the network evolves into a "digital oil field" underpinning real-world asset (RWA) settlement and DeFi. The challenge lies in balancing decentralization, technical upgrades, and value capture while awaiting a potential market reassessment.

marsbit01/22 10:02

Ethereum's 'Barrier Lake' Moment: Fundamentals Up, ETH Down

marsbit01/22 10:02

2026 ARK "Big Ideas" Report Highlights: In the Era of Great Acceleration, Bullish on Bitcoin, Tokenization, and DeFi Applications

ARK Invest's 2026 Big Ideas report highlights a "Great Acceleration" driven by converging technologies like AI, blockchain, robotics, energy storage, and multi-omics. AI infrastructure investment is surging, with data center spending potentially reaching $1.4 trillion by 2030. Bitcoin is maturing as an institutional asset, with ETFs and public companies now holding 12% of supply. Stablecoin transaction volume hit $3.5 trillion in December 2025, far surpassing traditional payment networks. Tokenized real-world assets (RWA) grew 208% to $19 billion, with a potential market of over $11 trillion by 2030. DeFi applications are capturing value, with protocols like Hyperliquid generating massive revenue with minimal staff, signaling a shift from networks to apps as primary value drivers.

marsbit01/22 07:35

2026 ARK "Big Ideas" Report Highlights: In the Era of Great Acceleration, Bullish on Bitcoin, Tokenization, and DeFi Applications

marsbit01/22 07:35

From Macro to Allocation: Key Variables for TradFi × Crypto in 2026

CoinFound's "TradFi x Crypto 2026 Outlook" report identifies key trends shaping the convergence of traditional finance and crypto. It highlights 2025 as an inflection point of integration, with 2026 accelerating into a phase of "programmable finance." The report outlines eight major macro forces, including a crisis of trust in fiat systems driving demand for hard assets like Bitcoin and gold, geopolitical shifts fostering parallel blockchain-based settlement systems, and AI automation creating demand for machine-to-machine payments using stablecoins. Additionally, energy scarcity is turning mining firms into critical infrastructure, while Real-World Assets (RWA) are evolving from issuance to utility, enhancing liquidity and serving as programmable collateral. Seven key investment trends for 2026 are projected: the RWA market will structurally expand, led by stablecoins and new growth in equities and commodities; stablecoins will compete as global payment infrastructure; tokenized stock liquidity will grow; and private credit RWA will become more transparent and asset-driven due to default risks. Furthermore, gold and commodity RWAs will enable new collateralized finance, RWA liquidity will centralize on major exchanges, and crypto equities (DATs) will see both differentiation and consolidation. The report concludes that 2026 will be defined by secondary market expansion and credit growth, with risks centered on the complexity of managing off-chain defaults triggering on-chain liquidations. The overarching theme is the unification of TradFi and Crypto under "On-chain Finance."

比推01/22 06:08

From Macro to Allocation: Key Variables for TradFi × Crypto in 2026

比推01/22 06:08

2026 TradFi x Crypto Outlook: 8 Macro Forces and 7 Investment Trends Driving 2026

CoinFound's "TradFi x Crypto 2026 Outlook" report identifies 2025 as an inflection point of convergence and predicts an acceleration of "programmable finance" in 2026. It outlines eight key macro forces, including a fiat currency trust crisis driving demand for hard assets like Bitcoin, geopolitical shifts fostering parallel blockchain-based settlement systems, and AI automation necessitating machine-to-machine payments. The report also highlights seven major investment trends, forecasting a structural explosion in the RWA market, with stablecoins reaching a $320B base. Key developments include the evolution of stablecoins 2.0 competing for global payment infrastructure, rapid growth in tokenized stock liquidity, and a shift in private credit RWA towards asset-driven models due to default risks. A major prediction for 2026 is the shift of RWA from yield-bearing assets to high-frequency trading instruments, accompanied by credit expansion into riskier assets like corporate bonds. The overarching theme is the unification of TradFi and Crypto under "On-chain Finance," though the complexity of off-chain defaults triggering on-chain liquidations remains a significant systemic risk.

marsbit01/22 05:43

2026 TradFi x Crypto Outlook: 8 Macro Forces and 7 Investment Trends Driving 2026

marsbit01/22 05:43

Chainlink Enables 24/5 On-Chain Trading for Stocks, Gold, and Silver as Crypto Volatility Fades

Chainlink has expanded its Data Streams product to provide 24/5 U.S. equities pricing, enabling near-continuous on-chain trading for stocks, ETFs. The feeds deliver real-time prices for assets like Nvidia, gold, and silver with sub-second updates, bridging traditional finance with DeFi. This move unlocks new opportunities for real-world assets (RWAs) amid low crypto volatility, allowing DeFi protocols to operate beyond standard market hours. The upgrade supports perpetual futures, synthetic equities, and prediction markets, attracting capital from traditional markets. Early adopters include Lighter, BitMEX, Apex, and Orderly Network, signaling a shift toward broader, more accessible on-chain financial infrastructure.

ccn.com01/21 09:34

Chainlink Enables 24/5 On-Chain Trading for Stocks, Gold, and Silver as Crypto Volatility Fades

ccn.com01/21 09:34

Phoenix Finance In-Depth Analysis: From "Asset Encapsulation" to "Native Finance", Reconstructing the Yield Logic of RWA

Phoenix Finance is not merely an asset encapsulation protocol but a comprehensive native financial system for Real World Assets (RWA). It addresses the current fragmentation and inefficiency of the $170 billion RWA market on-chain, where assets remain siloed and disconnected from high-speed DeFi activities. Phoenix introduces a unified settlement layer (PUSD) and an intelligent yield engine to transform static real-world cash flows into composable DeFi products. Key challenges in the RWA space include liquidity fragmentation (e.g., tokenized bonds on Ethereum cannot circulate on Solana), idle capital, and mismatched yield cycles (RWA pays periodically, while DeFi demands block-level compounding). Phoenix bridges this gap with its Intelligent Execution Layer. The product suite includes: - PUSD: A cross-chain native stablecoin enabling frictionless transfers without traditional bridges. - yPUSD: A base yield layer offering automated compounding returns from fragmented RWA repayments. - PYN: Fixed-term NFT notes (7–181 days) that provide alpha returns by matching specific RWA maturity cycles. Core mechanisms powering Phoenix: 1. Teleporter: A unified credit protocol enabling native minting of PUSD on any chain by mapping cross-chain collateral, eliminating fragmentation. 2. Dynamic Reserve Stack (80/15/5): - 80% liquidity layer (USDC/USDT, short-term Treasuries) for instant redemptions. - 15% yield layer (high-grade private credit/structured RWA) for returns. - 5% buffer layer (protocol revenue) as first-loss protection. 3. AI Controller: Adjusts PYN APY dynamically to align on-chain liquidity demand with off-chain asset maturities, balancing the system via market incentives. Transparency and security are ensured through: - Real-time Proof of Reserves for all assets. - Phoenix Hunters: A keeper network that proactively liquidates undercollateralized positions at ~95% value to prevent bad debt. - Fully verifiable yield sources for yPUSD, avoiding black-box operations. Phoenix aims to evolve RWA from a static "asset museum" into a dynamic, efficient on-chain economy.

marsbit01/21 07:01

Phoenix Finance In-Depth Analysis: From "Asset Encapsulation" to "Native Finance", Reconstructing the Yield Logic of RWA

marsbit01/21 07:01

RWA Weekly Report｜RWA Market Cap Continues to Rise; US Senators Submit Over 130 Amendments on Stablecoin Yields and DeFi (1.14-1.20)

RWA Market Weekly Summary (Jan 14–20) The on-chain total value of Real World Assets (RWA) continued to rise, increasing by 4.09% to $21.66 billion. The broader RWA market rebounded significantly, growing 23.84% to $350.08 billion. User activity also increased, with the number of asset holders rising by 2.86% to over 637,000. Stablecoin holders grew by 1.47% to 223.34 million, and the stablecoin market cap saw a slight increase of 0.66% to $299.64 billion. U.S. Treasury bonds remained the dominant asset class, growing 2.25% to $91 billion. Commodities and public equities also saw strong growth, rising to $40 billion (up $3 billion) and $86.31 billion (up 6.87%), respectively. Private credit rebounded to $2.5 billion. Key developments include U.S. senators submitting over 130 amendments to the crypto market structure bill, focusing on stablecoin yields and DeFi regulation. The New York Stock Exchange (NYSE) announced plans to launch a tokenized securities trading and on-chain settlement platform. Hong Kong officials emphasized a cautious approach to stablecoin development, while Thailand increased scrutiny on USDT transactions. Major traditional financial institutions, including BlackRock and JPMorgan, are expanding into tokenization, with predictions that the tokenized asset market could reach $400 billion in 2026. Notable project updates include MSX (STONKS) reducing its RWA trading fees and Ondo Finance (ONDO) preparing for a significant token unlock and planning to launch tokenized stocks on Solana.

marsbit01/21 00:37

RWA Weekly Report｜RWA Market Cap Continues to Rise; US Senators Submit Over 130 Amendments on Stablecoin Yields and DeFi (1.14-1.20)

marsbit01/21 00:37

RWA, Meme, and Privacy: Who Will Be the True Source of Alpha in 2026?

The crypto market in 2026 is increasingly divided between two major investment camps: institutional-backed RWA (Real World Assets) and retail-driven Meme/Privacy coins. RWA, with its promise of tokenizing trillions in traditional assets like real estate, faces challenges such as low liquidity and regulatory delays despite strong institutional support. Meme coins have rebounded but remain a speculative, zero-sum game with inherent unlock selling pressures. Privacy coins, though seeing limited rebounds, struggle with regulatory scrutiny and a lack of mainstream adoption. The article argues that alpha is unlikely to come from any single sector. Instead, it may emerge from innovative intersections: Privacy-enhanced RWA, Meme IP tokenization, and compliant privacy layers that blend institutional patience with retail engagement. For retail investors, the optimal strategy may be to hold BTC/ETH and wait for clearer signals, avoiding the risks of chasing pumps and lacking conviction. The key is to avoid time horizon mismatches and capitalize on hybrid opportunities.

marsbit01/21 00:36

RWA, Meme, and Privacy: Who Will Be the True Source of Alpha in 2026?

marsbit01/21 00:36

Will $307B in stablecoins save Bitcoin? Decoding the ‘idle’ liquidity narrative

Stablecoins have reached a record combined market cap of $307.7 billion, a pattern often observed near market bottoms. Alongside this, tokenized funds and real-world assets (RWAs) have also hit all-time highs, indicating significant liquidity is waiting on-chain but not yet deployed into volatile assets like Bitcoin. The Stablecoin Supply Ratio (SSR) has experienced its steepest drop this cycle, suggesting Bitcoin's market cap declined faster than stablecoin supply, leaving substantial buying power idle. This typically occurs near local market bottoms, with liquidity poised to re-enter Bitcoin once risk indicators improve. However, macroeconomic uncertainty and global tensions may delay this rotation. As long as stablecoin supply remains near record levels, the potential for capital flow into Bitcoin remains, though timing is uncertain.

ambcrypto01/20 21:01

Will $307B in stablecoins save Bitcoin? Decoding the ‘idle’ liquidity narrative

ambcrypto01/20 21:01

活动图片

Популярные категорииright-arrow

Популярные тегиright-arrow

Project Updates