# 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.

RWA Weekly Report｜Total Market Cap Hits New High; US Stablecoin Legislation Nears Consensus, Yield Issue Remains Key Breakthrough (3.11-3.17)

RWA Weekly Report: Market Cap Hits New High; US Stablecoin Legislation Nears Consensus (Mar 11–17) The RWA market continues to grow, with the on-chain total value of real-world assets reaching $27.05 billion, a weekly increase of 2.35%. Representative assets also rose to $346.79 billion. The number of asset holders increased to 675,000. U.S. Treasury tokenizations grew to $11.2 billion, while commodity assets remained stable at ~$5.7 billion. Credit assets like asset-backed credit ($3.1B) and specialized finance ($2.1B) saw growth, indicating a slight rise in risk appetite. Key developments include the SEC considering an "innovation exemption" to facilitate tokenized securities trading. U.S. stablecoin legislation is nearing consensus, though debates continue over yield provisions. The European Central Bank unveiled a strategy for a tokenized wholesale financial ecosystem to enhance EU financial autonomy. Notable updates: USDC's circulation surpassed $80 billion for the first time. Ondo Finance launched tokenized stocks as collateral in DeFi via Chainlink oracles. MSX introduced a Pre-IPO investment section. DWF Labs noted a shift in institutional capital towards BTC, ETH, and RWA, reducing traditional "altseason" dynamics. ShapeShift's founder accumulated ~$23.76M in tokenized gold. Overall, the RWA market is expanding with clearer regulatory momentum and institutional adoption.

Odaily星球日报03/17 09:32

RWA Weekly Report｜Total Market Cap Hits New High; US Stablecoin Legislation Nears Consensus, Yield Issue Remains Key Breakthrough (3.11-3.17)

Odaily星球日报03/17 09:32

Matrixdock Launches Silver Token XAGm, Building On-Chain Silver Reserve Asset Based on FRS Standard

Matrixdock, a leading RWA platform, has launched XAGm, an institutional-grade silver token backed by fully allocated physical silver. The token is supported by LBMA Good Delivery standard silver bars, enabling this widely traded precious metal to enter the on-chain financial ecosystem. XAGm expands Matrixdock’s on-chain precious metals system, supporting use cases such as trading, collateralization, and DeFi applications. Unlike gold, which primarily serves as a store of value, silver possesses both investment and industrial demand, introducing stronger cyclical dynamics and diversified utility in on-chain markets. XAGm is one of the few institutional-grade tokenized silver products, with verifiable asset backing held in professional vaults. The token is issued under Matrixdock’s FRS (Fungible Reserve Standard) framework, which ensures transparent and sustainable alignment between on-chain tokens and underlying physical assets. Initially deployed on Ethereum, XAGm is set to expand to other blockchain ecosystems to improve accessibility and liquidity. This launch further develops Matrixdock’s Reserve Layer, combining gold and silver to create a more resilient and diversified on-chain asset base for the decentralized financial system.

marsbit03/17 09:09

Matrixdock Launches Silver Token XAGm, Building On-Chain Silver Reserve Asset Based on FRS Standard

marsbit03/17 09:09

On-Chain Whales' New Battleground: Hyperliquid Confronts Wall Street and Compliance Challenges

Hyperliquid, a leading decentralized exchange (Perp DEX) for perpetual futures, is rapidly expanding beyond crypto into traditional finance, particularly through its HIP-3 market for real-world assets (RWAs) like commodities and indices. With a monthly trading volume of $173.4 billion and over 172.9 million users, it has become a hub for institutional and large-scale traders, with the top 100 addresses accounting for over 81% of total trading activity. Recent geopolitical events, such as the U.S.-Iran conflict, have highlighted Hyperliquid’s role in providing 24/7 price discovery for assets like WTI crude oil, attracting attention from mainstream financial media like Bloomberg. This positions Hyperliquid as a emerging competitor to traditional markets like CME. However, its growth brings regulatory challenges. As U.S. regulators, including the CFTC, move toward approving crypto perpetual futures, Hyperliquid faces pressure to comply with financial regulations while preserving its permissionless, non-custodial nature. To address this, it has established a policy center in Washington, D.C., led by Jake Chervinsky, to engage with regulators and shape a legal framework for DeFi. The platform’s future depends on balancing innovation with compliance as it seeks to become a sustainable part of the global financial infrastructure.

比推03/17 04:23

On-Chain Whales' New Battleground: Hyperliquid Confronts Wall Street and Compliance Challenges

比推03/17 04:23

Hyperliquid "Invades" Wall Street: A Playground for On-Chain Whales, Facing Compliance Pressure Head-On

Hyperliquid, a leading decentralized exchange (Perp DEX) for perpetual futures, is gaining significant traction by expanding into traditional asset trading through its HIP-3 market, which includes commodities like WTI crude oil and stock indices. With a monthly trading volume of $173.4 billion and over 4.11 trillion in total volume—81% of which comes from the top 100 addresses—it has become a hub for institutional and professional traders rather than retail users. Recent geopolitical tensions, such as the U.S.-Iran conflict, have accelerated adoption, as Hyperliquid offers 24/7 price discovery even when traditional markets are closed. This growth occurs amid a broader shift of liquidity from centralized exchanges (CEX) to DEXs, with Perp DEX volumes surging 346% in 2025. However, Hyperliquid faces mounting regulatory challenges. The CFTC is expected to introduce policies for crypto perpetual futures in the U.S. within a month, which may force platforms like Hyperliquid to adopt stricter compliance measures, including KYC—potentially undermining their permissionless appeal. To navigate these issues, Hyperliquid established a policy center in Washington D.C., led by crypto lawyer Jake Chervinsky, aiming to shape DeFi regulation and ensure long-term legitimacy. The platform’s founders emphasize building a sustainable, financially neutral infrastructure, recognizing that compliance is essential for broader adoption in traditional finance.

marsbit03/17 01:15

Hyperliquid "Invades" Wall Street: A Playground for On-Chain Whales, Facing Compliance Pressure Head-On

marsbit03/17 01:15

Vitalik Re-examines Ethereum Beacon Chain Architecture, Claude Doubles Off-Peak Quotas: What's the English-Speaking Community Discussing Today?

Over the past 24 hours, key discussions in the English-speaking crypto community revolved around DeFi security incidents, AI platform policies, and infrastructure developments. Aave and CoW Swap released conflicting reports on a $44M MEV loss from a large USDT swap, sparking debate over user vs. protocol responsibility. Venus Protocol suspected a market manipulation attack on its vTHE lending pool, resulting in ~$1.7M in bad debt. Meanwhile, Hyperliquid’s vHYPE faced depegging risks due to concentrated redemptions, highlighting vulnerabilities in DeFi staking mechanisms. Anthropic doubled Claude’s usage quotas during off-peak hours, raising questions about AI pricing sustainability and resource management. In ecosystem updates, Vitalik Buterin proposed reevaluating Ethereum’s beacon/execution client separation to simplify node operation and improve self-custody. Solana completed a trade finance tokenization PoC with Citi and PwC, while Helium reached record highs in daily users and hotspots. Hyperliquid gained attention for its RWA perpetual contracts and portfolio margin system, detailed in a comprehensive 140-page report. Prediction markets also saw increased mainstream visibility, with Polymarket integrating with Perplexity and Kalshi being mentioned during Oscar coverage.

marsbit03/16 19:07

Vitalik Re-examines Ethereum Beacon Chain Architecture, Claude Doubles Off-Peak Quotas: What's the English-Speaking Community Discussing Today?

marsbit03/16 19:07

Pundit Explains How XRP Could Be Repriced With This New Development

Grayscale's Head of Research, Zach Pandl, states that XRP could experience a significant repricing following the passage of the CLARITY Act, which would provide regulatory clarity. He specifically highlights that Section 205 of the act might require Ripple to restructure its XRP holdings to increase decentralization, potentially reducing future inflation by limiting token unlocks. This, in turn, could boost XRP's value. Crypto pundit Archie echoes this sentiment, noting that Grayscale's XRP ETF is already seeing substantial investor demand, which is expected to surge post-clarity. He predicts a massive liquidity injection into the crypto market, with trillions in capital flowing in and XRP leading mainstream adoption. Additionally, the XRP Ledger (XRPL) is witnessing growing adoption even before the act's passage. Daily transactions have nearly tripled to almost 3 million, and the network ranks 6th in total tokenized value with $2 billion in real-world assets (RWA), ahead of chains like Solana and Polygon. At the time of writing, XRP is trading at approximately $1.47, up over 4% in 24 hours.

bitcoinist03/16 18:02

Pundit Explains How XRP Could Be Repriced With This New Development

bitcoinist03/16 18:02

From the Brief History of the Internet, Looking at the Next Decade of Crypto

From the history of the internet, this article draws parallels to project the next decade of Crypto. A key threshold is identified: 1 billion monthly active users, which signifies a transition from a tool to a civilization-altering infrastructure, as seen with platforms like Facebook and Amazon. Currently, Crypto is likened to the internet circa 2002, with user growth from 5 million in 2017 to over 500 million by 2026. Presently, the few applications with over 100 million users are predominantly exchanges and stablecoins (e.g., Binance, Tether), leading to skepticism about its broader utility beyond finance. Despite this, investors like Marc Andreessen remain highly optimistic, drawing a parallel to his early belief in the web. A major catalyst for adoption is improved user experience. For the internet, it was the graphical web browser; for Crypto, it was the 2017-2018 infrastructure boom with the rise of efficient exchanges (Binance), stablecoins (USDT), and smart contracts (Ethereum) that created a functional global financial system. The article posits that the next major accelerator for Crypto could be AI Agents. For autonomous AI to operate independently, they will require a permissionless, 24/7 global settlement layer—a role Crypto is uniquely positioned to fill, potentially creating billions of non-human economic agents. Two primary paths to 1 billion users are identified: solving cross-border payments for the over 1 billion people engaging in global interactions, and the tokenization of real-world assets (RWA) to democratize global investment. The conclusion is that the first Crypto application to reach 1 billion users will mark its transition to true global infrastructure, much like Facebook did for the internet in 2012. This milestone is predicted to occur around 2036, but only if Crypto solves problems at a sufficiently massive scale. History of technology shows that transformative innovations are often misunderstood at their inception, and Crypto is likely following the same path.

marsbit03/16 13:07

From the Brief History of the Internet, Looking at the Next Decade of Crypto

marsbit03/16 13:07

Goldfish Prepares GFIN Governance Token Launch and Ecosystem Airdrop as GGBR Expands Across DeFi

Goldfish, a platform for on-chain gold-backed assets, is preparing to launch its GFIN governance token and an ecosystem airdrop. The initiative centers around GGBR, its gold-reserve-backed stablecoin, which is expanding across DeFi. The project began with a social leaderboard that attracted over 50,000 participants and has now transitioned to tracking on-chain activity. Users can participate by holding GGBR, providing liquidity on Uniswap, and interacting with integrated protocols. These actions are tracked on a public dashboard and contribute to leaderboard rankings, which will determine eligibility for the GFIN airdrop. GFIN will enable holders to vote on protocol decisions like fee structures and treasury management. A separate campaign called Gold Rush, run by StakeMyGold, further encourages ecosystem participation by allowing users to swap other gold tokens for GGBR to earn points. Goldfish aims to combine exposure to physical gold with programmable DeFi infrastructure, positioning gold as a durable base asset across crypto markets.

TheNewsCrypto03/16 12:43

Goldfish Prepares GFIN Governance Token Launch and Ecosystem Airdrop as GGBR Expands Across DeFi

TheNewsCrypto03/16 12:43

The RWA Narrative Is So Strong, So Why Are All RWA Tokens Falling? I Think the Logic Was Flawed from the Start

Despite the strong RWA (Real World Assets) narrative, with on-chain government bonds exceeding $4B+ and major institutions like BlackRock and Franklin Templeton entering the space, the tokens of RWA projects have been declining significantly. The author argues that the core issue lies in flawed token economic models. Many RWA projects fall into a "death spiral": users deposit assets to earn RWA yields and receive token rewards, but then sell the tokens, causing prices to drop. This happens because tokens are used as subsidies rather than value carriers. Users don’t need to hold tokens to access RWA yields, creating constant sell pressure with no buy-side demand. The solution is to focus on sourcing high-quality RWA assets that offer attractive APY, consensus (market recognition), stability, and security. Token utility should be redesigned to grant holders exclusive access to premium assets, higher yields, or priority allocations. This creates real demand for the token. The author emphasizes that success will come from building solid asset foundations first, letting user demand support the token—not the other way around.

marsbit03/16 03:15

The RWA Narrative Is So Strong, So Why Are All RWA Tokens Falling? I Think the Logic Was Flawed from the Start

marsbit03/16 03:15

Deconstructing the Capital Game of Public Chain Pharos: A $950 Million Valuation Propped Up by Photovoltaic and Other Assets, A Shell Transaction Under Layers of Betting?

The article investigates the recent $247.3 million investment by Hong Kong-listed GCL New Energy into the Layer 1 blockchain project Pharos at a $950 million valuation. It reveals the deal is not a straightforward investment but a complex, multi-stage transaction bound by stringent performance milestones. The core of the agreement is a set of mutual, conditional investments. Pharos must first purchase up to $1.5 billion HKD worth of GCL shares. However, GCL's reciprocal investment in Pharos tokens is contingent upon a series of strict, performance-based vesting conditions. The entire deal is split into five tranches, each unlocking only if the Pharos token lists on an exchange without falling below its issue price and maintains a high fully diluted valuation (FDV) over successive three-month periods. If any condition fails, the entire agreement can be terminated. The article questions the legitimacy of the $950 million valuation, which was calculated based on a purported $250 million in Total Value Locked (TVL). Notably, over half of this TVL is claimed to be from real-world assets (RWA), specifically photovoltaic and power station assets linked to GCL—a highly unconventional method for valuing a Layer 1 blockchain. Furthermore, the mainnet is not yet live, and the TVL figure is unverified by independent data platforms. The author suggests the deal is a "capital game" designed to boost GCL's stock price, which saw suspicious pre-announcement surges, and to create hype for the upcoming Pharos token launch, ultimately passing the risk onto the market and future investors.

marsbit03/15 05:49

Deconstructing the Capital Game of Public Chain Pharos: A $950 Million Valuation Propped Up by Photovoltaic and Other Assets, A Shell Transaction Under Layers of Betting?