سيشهد الأصول الرقمية في عام 2026 تحولات كبيرة: من الأصول المضاربية إلى البنية التحتية العملية

【Block Rhythm】There’s a notable perspective from a renowned investment bank worth paying attention to. According to reports, as regulatory frameworks continue to improve and traditional financial institutions begin scaling blockchain technology deployment, digital assets are expected to reach a critical inflection point in 2026——transitioning from purely speculation-driven assets to genuine financial infrastructure.

What are the driving forces behind this transformation? Analysis suggests there are several key aspects: stablecoin regulatory rules are becoming gradually clearer, real-world assets (RWA) tokenization progress is advancing, governance frameworks are becoming increasingly mature, and interoperability between traditional bank ledgers and public blockchains is improving. These factors combined are fundamentally changing the entire “use-case ecosystem” of digital assets, not just trading methods.

The most direct manifestation is the shift in business models. Previously, many digital asset-related enterprises simply bought and held coins, but now the trend is reversing——they are beginning to deploy assets into operations that generate actual revenue. This is not simple hoarding behavior, but rather operating digital assets as true means of production, building sustainable recurring revenue models.

There’s also a detail that cannot be overlooked: MSCI has postponed removing high-concentration cryptocurrency asset holders from its indices, a move that has brought positive signals to valuations and capital flows across the sector in the near term. Industry insiders predict this trend of shifting from coin holding to operations will gradually spread across the entire industry.