# 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.

How Will the Seven Major Trends in the Crypto Industry in 2026 Change the Game?

By 2026, the crypto industry is poised for transformative shifts across seven key trends. Appchains will mature, enabling tailored blockchain infrastructures optimized for specific applications and user experiences. Prediction markets will continue to innovate, focusing on liquidity and market structure improvements. Agentic curators—AI-driven systems—will enhance DeFi by intelligently curating risk and strategies. Short-form video platforms will become primary discovery and commerce channels, integrating crypto for seamless microtransactions. Blockchain will drive new AI scaling laws through decentralized training and verifiable inference. Real-World Assets (RWA) will see broad adoption, tokenizing diverse assets like commodities and equities. Finally, agent-driven products will redefine user interaction, shifting from manual app usage to AI-managed, conversational interfaces that automate and optimize crypto activities.

比推12/11 15:05

How Will the Seven Major Trends in the Crypto Industry in 2026 Change the Game?

比推12/11 15:05

Tom Lee: Ethereum Has Bottomed Out

Tom Lee, Chairman of BitMine Immersion Technologies, believes Ethereum has bottomed after recently falling below $3,000. His company, the largest public Ethereum treasury, backed this view by purchasing 138,452 ETH worth approximately $460 million last week—its largest acquisition since October. BitMine now holds 3.2 million ETH, about 3.2% of the circulating supply, making it the second-largest crypto treasury company after MicroStrategy. Lee remains optimistic about Ethereum’s performance by year-end and is even more bullish on its long-term prospects over the next 10-15 years compared to Bitcoin. He argues that Wall Street’s growing adoption of Ethereum for tokenizing real-world assets—not just stablecoins but eventually all assets—positions it as the leading smart contract platform for the future of finance. This aligns with BlackRock executives’ recent comments that tokenization represents the next major evolution in market infrastructure. Ethereum currently hosts $12.1 billion in tokenized real-world assets, accounting for nearly 66% of the market.

深潮12/11 10:38

深潮12/11 10:38

Institutional Dominance in the Crypto Market: The End of Decentralization or the Dawn of a New Era?

In 2025, institutional investors now account for approximately 95% of cryptocurrency inflows, while retail participation has declined to just 5–6%, marking a structural shift in the market. According to Aishwary Gupta of Polygon Labs, this transition is driven by maturing infrastructure rather than sentiment. Major asset managers like BlackRock and Apollo are allocating portions of their portfolios to digital assets via ETFs and on-chain tokenized products, leveraging blockchain for yield generation and operational efficiency. Gupta highlights that institutional adoption is progressing in two phases: first, through yield-bearing products like tokenized treasuries and regulated staking, and second, via efficiency gains such as faster settlement and programmable assets. While retail interest waned due to meme coin losses, he expects gradual return as more transparent, regulated products emerge. Addressing concerns about centralization, Gupta argues that institutional involvement can enhance blockchain’s without compromising decentralization, provided infrastructure remains open. He envisions a future financial system where DeFi, NFTs, and traditional assets coexist on public chains. Although compliance may limit some experimentation, it fosters more sustainable innovation. Increased institutional participation is expected to reduce volatility and accelerate growth in areas like real-world asset tokenization and cross-chain interoperability. Ultimately, this trend signifies crypto’s evolution from a speculative asset to a core component of global finance.

marsbit12/11 09:15

Institutional Dominance in the Crypto Market: The End of Decentralization or the Dawn of a New Era?

marsbit12/11 09:15

Institutions Are Taking Over the Crypto Market: Is This the End of Decentralization, or the Prelude to a New Cycle?

The cryptocurrency market is undergoing a structural shift in 2025, with institutional investors now accounting for approximately 95% of capital inflows, while retail participation has declined to 5–6%. According to Aishwary Gupta of Polygon Labs, this transition is driven by maturing infrastructure rather than market sentiment. Major asset managers like BlackRock, Apollo, and Hamilton Lane are allocating portions of their portfolios to digital assets via ETFs and on-chain tokenized products, leveraging public blockchains that meet traditional finance compliance standards. Key drivers include yield generation through tokenized treasuries and institutional staking, followed by efficiency gains from faster settlements, shared liquidity, and programmable assets. While retail investors retreated due to losses from meme coin cycles, Gupta believes they will return as more regulated and transparent products emerge. He argues that institutional involvement does not undermine decentralization; instead, it enhances legitimacy and fosters a hybrid financial ecosystem where DeFi, NFTs, and traditional assets coexist on public chains. Although increased compliance may limit some experimentation, it promotes more sustainable innovation. Looking ahead, institutional liquidity is expected to reduce market volatility and accelerate the growth of real-world asset tokenization and cross-chain interoperability infrastructure. This evolution signals crypto’s transition from a speculative asset to a core component of the global financial system.

比推12/11 07:22

Institutions Are Taking Over the Crypto Market: Is This the End of Decentralization, or the Prelude to a New Cycle?

比推12/11 07:22

A Brief History of the Encrypted Future: Seven Major Trends Reshaping the Industry Narrative in 2026

"Crypto Future: 7 Trends Reshaping the Industry Narrative in 2026" This article outlines seven key trends expected to define the crypto industry in 2026. First, **Appchains** will see a major breakthrough, as applications built on custom, purpose-specific blockchains optimized for unique user experiences and cultures will flourish, enabled by modular infrastructure. Second, **prediction markets** will continue to innovate, with success hinging on solutions that reduce spreads, increase open interest, and capture specific categories of volume. Third, **Agentic Curators** will emerge, using AI agents (LLMs with tools) to manage DeFi risk and strategies through reasoning, not just fixed algorithms, competing directly with human managers. Fourth, **short-form video** will become the dominant traffic and commerce gateway, with platforms blurring the lines between content and payment. Crypto is essential for enabling microtransactions and tracking complex revenue sharing. Fifth, **new AI Scaling Laws** will be driven by blockchain, as decentralized training and inference networks move from testing to production, offering verifiable, confidential computation and challenging centralized AI development. Sixth, **RWA (Real World Assets)** will achieve real-world adoption at scale. Tokenization will expand beyond stablecoins to assets like commodities, credit, and equities, upgrading global capital markets through on-chain transparency and DeFi composability. Finally, an **Agent-driven product renaissance** will begin, shifting the internet's core from apps we use to agents we converse with. These AI agents will manage complex on-chain tasks, filter information, and execute strategies, reducing friction and unlocking a new era of user empowerment.

Odaily星球日报12/11 05:36

A Brief History of the Encrypted Future: Seven Major Trends Reshaping the Industry Narrative in 2026

Odaily星球日报12/11 05:36

When Curators Become a Risk Variable in DeFi Lending, How Can Algorithms Reshape the Market?

The article argues that the current "Curator" model in DeFi lending, as seen in protocols like Morpho and Euler, reintroduces human moral risk and inefficiency. It traces the evolution of lending markets, highlighting that early pooled models (e.g., Compound, Aave) sacrificed lender risk control for borrower convenience, while isolated markets (e.g., Morpho Blue) fragmented liquidity. Curator vaults attempted to bridge this gap but reintroduced trust assumptions and discretionary decision-making. The author proposes a new paradigm inspired by traditional order books: a two-tier architecture separating risk definition from order matching. In this model (exemplified by Avon), lenders deposit into isolated, parameter-defined "strategies" (retaining full risk control), while a shared order book algorithmically aggregates and routes borrower requests across compatible strategies atomically. This eliminates the need for human curators, enhances transparency, and improves liquidity utilization. The approach also benefits RWA by allowing compliance at the strategy level while pooling global liquidity. Built on high-performance chains like MegaETH, this CLOB-based system aims to automate lending coordination without sacrificing lender autonomy or borrower experience.

比推12/10 14:51

When Curators Become a Risk Variable in DeFi Lending, How Can Algorithms Reshape the Market?

比推12/10 14:51

Dubai Web3 Week High-End Side Note: DID Alliance Debuts with Asia-Pacific Innovation Center, Building a New Global Hub for Capital and Commerce

During the Dubai Binance Blockchain Week, the "KOL GOLF After Party" was co-hosted by Klickl, Techub News, and 1783DAO, with support from BroadChain, WIS, JDI, and the DID Alliance. The event gathered global investors, industry experts, and KOLs for private, high-level discussions on digital economy trends and collaboration. A key focus was the strategic vision presented by Eugene Xiao, Chairman of the DID Alliance, who emphasized decentralized identity (DID) as a foundational trust layer for the future digital economy, enabling secure, cross-border applications in DeFi, SocialFi, and RWA. He also introduced the Asia Pacific Innovation Center (APIC) in Kuala Lumpur, positioning it as a global hub for Web3 innovation, traditional business transformation, and cross-market education—connecting Asia, the Middle East, and beyond. The event underscored DID Alliance’s expanding global strategy to bridge digital infrastructure and real-world business adoption.

深潮12/10 12:37

Dubai Web3 Week High-End Side Note: DID Alliance Debuts with Asia-Pacific Innovation Center, Building a New Global Hub for Capital and Commerce

深潮12/10 12:37

Bitwise CIO: 2026 Will Be Very Strong; ICOs Will Make a Comeback

Bitwise CIO Matt Hougan argues that Bitcoin's traditional four-year cycle is weakening due to diminishing impacts of halvings, shifting interest rates, and reduced systemic risks. Instead, he emphasizes the growing influence of institutional capital, with over $15 trillion in assets from major firms like Bank of America and Morgan Stanley now entering the crypto space. Hougan expects 2026 to be a strong year, not a downturn, driven by sustained institutional adoption. He addresses concerns about sell pressure, explaining that long-term holders often use covered calls to generate yield without selling, creating hidden market pressure. MicroStrategy’s potential forced selling is dismissed as unrealistic given its strong financial position. Hougan also discusses the slow but inevitable adoption by financial advisors, the strategic diversification into major L1 blockchains like Ethereum and Solana, and the eventual resurgence of ICOs on a larger, more regulated scale. He concludes that the crypto market is at the beginning of a significant growth phase, fueled by institutional flows, improved regulation, and emerging narratives like stablecoins and tokenization.

比推12/09 21:36

Bitwise CIO: 2026 Will Be Very Strong; ICOs Will Make a Comeback

比推12/09 21:36

Retail Investors Are Leaving, What Will Drive the Next Bull Market?

A significant market correction has seen Bitcoin drop 28.57% from $126,000 to $90,000, causing panic, liquidity drying up, and widespread deleveraging. However, structural positives are emerging: the U.S. SEC plans an "Innovation Exemption" in January 2026 to ease compliance, and the Federal Reserve is expected to end quantitative tightening and begin rate cuts, potentially boosting risk assets. The previous retail and leverage-driven bull cycle is unlikely to repeat. While over 200 companies hold $115 billion in crypto via Digital Asset Treasury (DAT) strategies, this represents less than 5% of the crypto market and is insufficient to fuel the next bull run. Instead, three key institutional pipelines are being established: 1. **Institutional Entry via ETFs and Infrastructure**: Global Bitcoin and Ethereum ETFs provide a standardized investment channel. Improved custody and settlement solutions (e.g., from BNY Mellon, Anchorage Digital) enable efficient capital deployment. Pension funds and sovereign wealth funds may soon allocate 1-3% to crypto, potentially moving trillions of dollars. 2. **Real World Assets (RWA) Tokenization**: Tokenizing traditional assets (bonds, real estate) onto blockchains could grow the RWA market from $309 billion today to $4-30 trillion by 2030. Protocols like MakerDAO using U.S. Treasuries as collateral bridge DeFi with traditional finance, offering stable yields and reducing volatility. 3. **Infrastructure Upgrades**: Layer 2 solutions reduce transaction costs and times, crucial for institutional scale. Stablecoins, with a $1.66 trillion market cap and $4 trillion in on-chain volume, have become pillars for cross-border payments and liquidity, especially as regulators mandate full reserve backing. Short-term, Fed policy and SEC rules may drive a speculative rebound in early 2026. Medium-term, gradual institutional capital will provide stability. Long-term, RWA integration could structurally anchor crypto to global finance, enabling sustainable, trillion-dollar growth. The market's evolution from speculation to infrastructure marks its path to maturity.

marsbit12/09 19:39

Retail Investors Are Leaving, What Will Drive the Next Bull Market?

marsbit12/09 19:39

Where Will the Money for the Next Bull Market Come From?

Where Will the Money for the Next Crypto Bull Run Come From? Bitcoin's sharp decline from $126,000 to $90,000 has caused panic and a liquidity crunch. However, structural tailwinds are emerging: the SEC plans an "Innovation Exemption" rule, the Fed is expected to begin a rate-cutting cycle, and global institutional pathways are maturing. The myth of Digital Asset Treasuries (DATs) is fading. Their buying power is insufficient (under 5% of the crypto market) and they can become net sellers during downturns. The real catalysts are institutional. The end of Fed quantitative tightening and potential rate cuts could inject liquidity. A crypto-friendly Fed leadership could further open the banking system to crypto. The SEC's shifting stance, moving crypto from a "threat" to a regulated asset class, reduces compliance barriers. Three key pipelines could deliver the next wave of capital: 1. **Institutional Entry:** Global Bitcoin and Ethereum ETFs provide a standardized entry point. Mature custody and settlement infrastructure (e.g., from BNY Mellon) enables efficient capital deployment. Even a 1-3% allocation from pensions and sovereign wealth funds would represent trillions. 2. **Real-World Assets (RWA):** Tokenizing traditional assets (bonds, real estate) creates a bridge to TradFi. The RWA market, projected to grow 50x to multi-trillions by 2030, offers massive, stable, yield-bearing assets for DeFi (e.g., MakerDAO's use of U.S. Treasuries). 3. **Infrastructure Upgrades:** Layer 2 solutions reduce costs and speed up transactions for institutional use. Stablecoins, with a $166B market cap and $4T in on-chain volume, have become a pillar for compliant, efficient settlements. The money is expected to arrive in phases: a short-term policy-driven rebound (2025-2026), followed by gradual institutional allocation (2026-2027), and finally long-term structural growth powered by RWA integration (2027-2030). The next bull run will be built not on retail speculation, but on institutional trust and infrastructure.

深潮12/09 09:36

Where Will the Money for the Next Bull Market Come From?