# 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.

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

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?

深潮12/09 09:36

RWA Weekly Report | US CFTC Launches Digital Asset Collateral Pilot Program, Spot Cryptocurrency Now Trading on CFTC-Registered Exchanges (12.3-12.9)

RWA Market Weekly Summary (Dec 3–9, 2025) The RWA market stabilized this week, with total on-chain Distributed Asset Value rising slightly to $18.44 billion. The number of asset holders increased by 6,130 to 561,558. Stablecoin market capitalization grew to $301.92 billion, with holders surging by 2.06 million to 207.75 million. U.S. Treasury tokenization slightly to $88 billion, while private credit rebounded to $22 billion. Key developments include the U.S. CFTC launching a digital asset collateral pilot program, allowing BTC, ETH, and USDC to be used as margin in regulated derivatives markets. The CFTC also approved spot cryptocurrency trading on its registered exchanges. U.S. lawmakers urged regulators to implement stablecoin rules under the GENIUS Act by July 2026. Meanwhile, former PBOC deputy governor Wang Yongli reiterated China's firm opposition to stablecoins, emphasizing the development of the digital yuan. In Europe, a consortium of banks plans to launch a euro stablecoin in 2026. South Korea's ruling party proposed a stablecoin bill requiring commercial banks to hold at least 51% ownership in issuers. The IMF warned that widespread stablecoin adoption could weaken central banks' monetary control. In project news, the SEC closed its investigation into Ondo Finance without action, and MSX (STONKS) reached a record $2 billion in daily trading volume.

Odaily星球日报12/09 07:55

RWA Weekly Report | US CFTC Launches Digital Asset Collateral Pilot Program, Spot Cryptocurrency Now Trading on CFTC-Registered Exchanges (12.3-12.9)

Odaily星球日报12/09 07:55

When Nasdaq Starts 'Putting Stocks on the Chain', What Are We Really Welcoming?

Nasdaq is advancing a proposal to move U.S. stock settlement onto the blockchain, which could fundamentally reshape the infrastructure of American capital markets. This shift aims to replace the current slow, manual, and multi-layered clearing system with real-time, automated on-chain settlement. While many discussions focus on surface-level changes like 24/7 trading, the core transformation is structural: moving from outdated T+2 (or even T+1) settlement to instantaneous, programmable, and transparent ledger-based clearing. This isn’t about making stocks “more Web3” but modernizing a financial system that still relies on processes from the 1970s. The existing system—with its custodians, sub-custodians, and clearing intermediaries—creates operational friction, risk, and cost, as seen during events like the GameStop trading halts and the FTX collapse. On-chain settlement could reduce the need for traditional custodial roles, compress arbitrage opportunities built on settlement delays, and turn static securities into dynamic, composable financial instruments. The move faces significant resistance from entrenched intermediaries who profit from the current structure, but the direction of change appears inevitable. As demonstrated by Hong Kong’s recent issuance of a green bond settled in one second (versus five days), tokenization of traditional assets is becoming an operational reality—not a conceptual experiment. When stocks migrate on-chain, other assets like bonds and derivatives may follow, leading to a quiet but profound shift in how global markets function. This isn’t just a change in technology; it’s a change in the nature of finance itself.

cointelegraph_中文12/08 10:33

When Nasdaq Starts 'Putting Stocks on the Chain', What Are We Really Welcoming?

cointelegraph_中文12/08 10:33

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