# Сопутствующие статьи по теме RWA

Solana vs. Ethereum heats up – Is the ‘ETH killer’ narrative finally real?

The competition between Solana and Ethereum intensifies as Solana demonstrates significant on-chain growth, positioning it to potentially surpass Ethereum in annual revenue for the first time with $1.4 billion. This surge is largely driven by Solana's dominance in the Real World Asset (RWA) sector, which has grown 372% compared to Ethereum's 198%, attracting substantial capital inflows. Despite a bearish SOL/ETH price ratio in 2025, Solana has shown relative strength with a higher high on the 12-month chart. Its scalability and increasing network activity suggest that its on-chain dominance may soon reflect in price performance, making it a key competitor to watch.

ambcrypto12/20 15:02

Bitcoin dips below $85K as DATs face ‘mNAV rollercoaster’: Finance Redefined

Cryptocurrency markets faced a week of declines, with Bitcoin dropping over 5% to a low of $84,398 before recovering slightly. Solmate CEO Marco Santori warned that digital asset treasury (DAT) companies face sustainability risks due to volatility in their token holdings, which impacts their market-cap-to-net-asset-value (mNAV) ratios. In regulatory news, the SEC ended its four-year investigation into Aave, prompting founder Stani Kulechov to unveil a 2026 "master plan" targeting $1 billion in real-world asset deposits through Aave v4 and new products. Elsewhere, Hyperliquid proposed a governance vote to treat $1 billion in tokens as burned, ETHGas raised $12 million for Ethereum blockspace trading, and the SEC issued guidance requiring tokenized securities to comply with traditional custody rules. Most top cryptocurrencies closed the week in negative territory.

cointelegraph12/19 19:01

No Surge, No Meme: As Crypto Moves into the Real World, Will 2026 Be the First Year of 'On-Chain Wall Street'?

marsbit12/19 15:02

RWA Weekly: Coinbase Announces Launch of Prediction Markets and Tokenized Stocks; Stablecoin U Goes Live on BNB Chain and Ethereum

RWA Weekly Roundup: Coinbase Launches Prediction Markets and Tokenized Stocks; Stablecoin $U Debuts on BNB Chain and Ethereum The on-chain RWA market cap rose slightly to $18.9 billion, while stablecoin market capitalization exceeded $300 billion, though transaction activity declined, indicating a "stagnant liquidity" phase. Regulatory developments accelerated globally, with China promoting the digital yuan, and the U.S., Canada, and Hong Kong advancing stablecoin and asset tokenization frameworks. Traditional financial institutions expanded their involvement: JPMorgan launched a tokenized money market fund on Ethereum and integrated JPM Coin with Base, while Visa and Mastercard extended stablecoin payment services. DTCC partnered with Canton Network for U.S. Treasury tokenization. Coinbase introduced prediction markets and tokenized stocks, PayPal launched a PYUSD savings vault, and SoFi issued its own stablecoin, SoFiUSD. Emerging markets like Brazil and Pakistan also explored sovereign asset tokenization. Stablecoin $U went live on BNB Chain and Ethereum, integrating with DeFi protocols like PancakeSwap and ListaDAO. Despite growth, JPMorgan analysts caution that stablecoin market size may not reach $1 trillion by 2028, projecting a more moderate expansion to $500-600 billion. The sector continues to evolve, driven by regulatory clarity and institutional adoption, embedding RWA deeper into global payment and asset management systems.

marsbit12/19 13:06

How Will the Crypto Industry Evolve in 2026?

The crypto industry is expected to undergo significant transformation in 2026, moving away from speculative hype and toward real-world utility and institutional integration. Bitcoin continues to behave like a high-volatility institutional asset, influenced by macro conditions and ETF-driven capital flows. Regulatory clarity is advancing, with the U.S. implementing stablecoin and market structure laws, while Hong Kong introduces licensing regimes for stablecoin issuers and welcomes compliant crypto platforms like HashKey on its stock exchange. Key trends include the growth of stablecoins beyond $300B in circulation, prediction markets gaining traction for event-based forecasting, and the tokenization of real-world assets like equities. Emerging areas highlighted by a16z include AI agent identity verification (KYA), privacy-focused blockchains, micro-payment protocols like x402, and staked media models where content is backed by financial stakes. Industry experts emphasize that crypto is maturing beyond a closed ecosystem, integrating into global payments, remittances, and financial infrastructure. While short-term volatility may persist, the long-term direction points toward a more regulated, useful, and structurally embedded role in the global economy.

比推12/19 12:36

Fragmentation drains up to $1.3B a year from tokenized assets: Report

Fragmentation across blockchain networks is causing significant economic drain in the tokenized asset market, with inefficiencies costing up to $1.3 billion annually, according to a report from RWA.io. The lack of interoperability traps liquidity and prevents capital from moving freely, causing identical or economically equivalent real-world assets (RWAs) to trade at price differences of 1% to 3% across different chains. These inefficiencies hinder arbitrage and price discovery. Additionally, moving capital between chains results in transaction losses of 2% to 5% due to fees, slippage, and operational risks. If unresolved, these issues could escalate to $30–75 billion in annual losses as the tokenized RWA market grows to an estimated $16–30 trillion by 2030. Despite these challenges, tokenized assets continue gaining adoption, with recent moves by companies like Securitize and Coinbase to launch onchain stock trading.

cointelegraph12/19 09:53

Shanghai Headquarters of the Central Bank Issues Another Warning: Digital Yuan Scam "Traps" Evolve, How Can the Public Strengthen Their Defenses?

The People's Bank of China Shanghai Headquarters has issued a renewed warning about the rise of sophisticated scams exploiting the name of the digital yuan (e-CNY). Fraudsters are luring victims through social media and短视频 platforms with fake recruitment ads for "official digital yuan promotion agents," promising high returns like "exchange subsidies" and "commission rebates." These criminal operations use well-organized online groups, fake official documents, and fraudulent "training sessions" to convince targets to convert funds into digital yuan and deposit them into controlled wallets. The central bank emphasized that the digital yuan is a legal tender meant for payments, has no investment or speculative value, and warned the public to avoid high-return promises, referral schemes, unknown links, and unsolicited group invitations. The scams thrive on public misconceptions: confusing the state-backed digital currency with speculative cryptocurrencies, misunderstanding its official two-tier operating structure (PBOC → authorized banks), and misinterpreting technical features like programmability as investment opportunities. Authorities have responded with precise public guidance—the "Four Don’ts"—and enhanced inter-department coordination. Beyond combating fraud, the note highlights the digital yuan’s strategic role as a compliant foundation for future digital asset ecosystems, particularly in the tokenization of real-world assets (RWA), where it could enable efficient, transparent, and regulated transactions. Maintaining public trust is crucial for its long-term adoption and integration into the real economy.

marsbit12/19 09:29

CZ Year-End Q&A Summary: Besides Giggle Academy, What Else Is He Planning?

CZ, the founder of Binance, recently participated in a year-end AMA hosted by BNB Chain, sharing his perspectives on various topics. He discussed his current focus post-retirement as CEO, which includes four key areas: Giggle Academy, a free educational platform; YZi Labs, where he mentors entrepreneurs; providing strategic oversight for BNB Chain; and advising governments on regulatory frameworks. CZ highlighted BNB Chain's significant growth, with a 600% increase in transaction volume and over 200 million daily active users. He emphasized the potential for crypto to grow beyond its current 1% global wealth penetration. On market trends, he expressed support for multiple prediction markets without favoring single players, advocated for yield-generating stablecoins (like Ethena's USDe) as the future, and identified AI Agents as a major driver for crypto payments due to their inability to use traditional banking. He also discussed Real-World Assets (RWA) tokenization at a national level, particularly for resource-rich countries seeking liquidity. For entrepreneurs, CZ stressed the importance of being mission-driven rather than opportunistic, and advised technical founders to achieve expertise before focusing on soft skills. Overall, CZ emphasized long-term building and patience, citing Nvidia's decades-long journey to success as an example.

marsbit12/19 09:24

Valuation at $1.25 Billion Post-SPAC Listing, Securitize to Issue "Real Equity" On-Chain Stocks

Securitize, a leading RWA (Real World Assets) platform, plans to launch native on-chain equity products by Q1 2026. Unlike synthetic or beneficiary tokenized stock models, Securitize will issue legally recognized shares directly on the blockchain, recorded on the issuer’s official cap table. Token holders will possess full shareholder rights, including dividends and voting. Valuing at $1.25 billion post-SPAC merger (ticker: SECZ), Securitize has already tokenized over $3 billion in assets through partnerships with major institutions like BlackRock (notably its $1.7B BUIDL fund), Apollo, KKR, and VanEck. Its investor base includes Coinbase, Morgan Stanley, BlackRock, and ARK Invest. The company aims to bridge TradFi and DeFi through compliant, regulated digital securities infrastructure, positioning itself as a key player in the institutional adoption of on-chain finance.

marsbit12/19 08:43

Valuation at $1.25 Billion Post-SPAC Listing, Securitize to Issue "True Equity" On-Chain Stocks

Securitize, a major RWA (Real World Assets) platform, plans to launch native on-chain stock products by Q1 2026. Unlike synthetic or beneficial-rights models that track prices or represent indirect claims, Securitize will issue legally recognized shares directly on-chain, with tokens representing full shareholder rights including dividends and voting. These shares will be recorded on the issuer’s official cap table. Valuing compliance and integration with traditional finance, Securitize is an SEC-registered transfer agent. It has already tokenized over $3 billion in assets, including BlackRock’s $1.7+ billion BUIDL money market fund, and works with major institutions like Apollo, KKR, and VanEck. In October, Securitize announced plans to go public via a SPAC merger with Cantor Equity Partners II at a $1.25 billion valuation (ticker: SECZ). Backed by investors such as Morgan Stanley, BlackRock, and ARK Invest, the company is positioning itself as a bridge between traditional finance and decentralized systems, emphasizing regulatory alignment and institutional adoption.

Odaily星球日报12/19 08:37