2025-12-29 19:20:22

Global liquidity shifts often leave only a few people with opportunities. Are you the one who senses the trend early and makes strategic moves, or are you caught off guard by the waves?

Having navigated the crypto market for many years, I’ve seen countless instances of "this time is different" madness, as well as failures of "this time is the same." But 2026 is indeed different—at least in its form of expression.

On the macro level, the Fed's interest rate cut expectations are pushing capital toward new safe havens. Meanwhile, the entire industry is undergoing a transformation—from its youthful days of speculation to a period of maturity. This is a critical juncture. In my view, next year won't be a full-blown celebration, but rather an era where smart money is making profits.

**The most worth watching is tokenized assets**

The collision between traditional finance and blockchain has already begun, but the real turning point will occur in 2025. I’ve been tracking this trend: the total value of tokenized assets was only $15 billion at the start of the year, and now it has skyrocketed to $35 billion. And this is just the beginning.

More importantly, this time it’s not just staying on PPT slides. Institutions are actively involved—one leading asset management giant’s related funds are rapidly expanding, and a top global investment bank has issued tokenized deposit products on the blockchain. These signals indicate that RWA (Real-World Assets) are shifting from concept to tangible financial infrastructure.

My personal prediction is that by 2026, the tokenized RWA market will easily surpass $500 billion. But the true winners won’t be the technology itself, but those who establish stablecoin gateways. As regulations around stablecoin issuers become clearer, the landscape of this track will become increasingly defined.

To seize opportunities in this wave, having the right perspective now is crucial. Seeing one step ahead and executing quickly can lead to significantly higher returns.

RWA2,64%

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NFTFreezer

· 01-01 06:54

Stablecoins are the ultimate goal, and those who only focus on technology will be left behind. 150 to 350 billion in just two years, this speed is really outrageous, but I still want to see who can reach 500 billion one day. Here we go again with the "now is the time to deploy" strategy, but the problem is, is it still early or late now? RWA has been talked about for three years, is this really going to take off this time or just another PPT? There are many smart people, but how many can actually execute? Yes, stablecoins do have some substance, but the risks are probably underestimated. Jumping from 150 to 350 billion is really impressive, but what about sustainability? Who can guarantee it? After saying all this, the most important thing is still—timing is everything.

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SurvivorshipBias

· 01-01 04:16

Stablecoins are real, but don't treat RWA as a life-saving straw. Institutional entry doesn't mean retail investors will benefit. --- Coming with the same story again? 15 to 35 billion sounds impressive, but compared to the entire traditional financial scale, it's just a drop in the bucket. --- "Smart people"... It's easy to say, but most people can't even react in time. By the time they understand, they've already been harvested. --- Tokenized deposit products are indeed being developed, but how many people are really willing to go all-in on this? --- 500 billion in 2026? I think you're being optimistic, provided regulators don't go crazy. --- Early deployment sounds good, but the problem is no one really knows when is the right time to be "early." --- Is the stablecoin sector's landscape clear? It's just the giants like USDC and USDT continuing to monopolize, and newcomers are still on the sidelines. --- I'm tired of hearing "being early and acting fast," because in reality, misjudging can lead to even faster losses. --- RWA is developing quickly, but the underlying logic hasn't been fully worked out yet. Don't rush to go all-in.

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ser_aped.eth

· 2025-12-31 06:04

35 billion skyrocketed to... Wait, this is really not an exaggeration. The institutions are serious this time.

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SchrodingerWallet

· 2025-12-29 23:51

Hmm... Once again, "this wave is different." How many times have I lost money after hearing this phrase? The RWA sector is indeed moving, but stablecoins are the real bottleneck, and I’m not wrong about that. If you've already jumped on board, don’t overthink it anymore. The current question is whether the 500 billion can be maintained.

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MidsommarWallet

· 2025-12-29 19:50

Another "Bottom-Fishing Secret," quite accurate, but no idea who really made money Stablecoins definitely need attention, but only if you survive until that day RWA has been hyped for a long time, now institutions are really taking action, interesting "People with brains," just listen, don't believe this stuff for real Breaking 500 billion? First, clarify the stablecoin policies before talking Liquidity shifts are always the most eloquent in hindsight Seeing too early means you haven't seen anything; seeing too late, everyone has already run away. That's just how it is Institutions are deploying RWA, retail investors are still debating spot vs. futures Tokenized assets went from 150 to 350, looks impressive, but these numbers need verification Expectations of rate cuts + RWA + stablecoins, the combo is really taking shape Instead of wondering who sniffed the trend first, think about how to survive the next bear market Entry is very important, but exit is even more crucial. Nobody talks about this

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BearMarketLightning

· 2025-12-29 19:49

Stablecoin entry is indeed a gold mine, but it depends on who can truly survive until that day. Institutions are really starting to get involved, no longer just talk—this is the real highlight. RWA surpassing 500 billion? It depends on whether regulations can keep up with the pace. If I had known earlier in the year, I would have gone all-in on tokenized assets. Now, jumping in feels a bit late. It sounds good, but those who can really benefit from this wave are still the people within that circle. I just want to know, how should retail investors position themselves? Is there still a chance in the hot stablecoin track? Tokenization, it feels like the last struggle of traditional finance? No, it should be more like the sparks of collision between the old and the new.

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Tokenomics911

· 2025-12-29 19:48

Stablecoin entry is the real gold mine, and the tech side is always just a supporting role. RWA surpassing 500 billion is just a matter of time; the key is whether you've gotten on board now. Same old talk, heard in 2023, heard again in 2024, will we keep hearing it next year? Institutions are really putting in real money, this time is indeed a bit different... or is it just the same? Tokenized assets doubling in value, why am I still eating dirt? Entry players make big money, tech side works 996, it's unequal. Under the expectation of interest rate cuts, safe havens are everywhere, so why do only a few people smell it? Every year they say "people with brains," but actually it's just well-informed people. Hearing about a 500 billion scale sounds comfortable, but how much is actually distributed? The stablecoin legislation is getting stricter, but the moat is actually getting deeper, thumbs up.

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CryptoMom

· 2025-12-29 19:28

You're telling stories again. I only believe it when institutions put real money into the market.

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DaoDeveloper

· 2025-12-29 19:28

rwa infrastructure is the play, but everyone's sleeping on the stablecoin layer design... that's where the real composability magic happens tbh

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zkNoob

· 2025-12-29 19:26

The stablecoin sector has indeed picked up, but don't be scared by the 500 billion figure; it's all just a pattern of harvesting retail investors. As for RWA, to put it plainly, it's institutions shaking the market; retail investors still have to look at their faces to get by. People who got in early are now thinking about how to exit, while latecomers are feeling even more hurt. The macro narrative is well-crafted, but I only trust the genuine actions of institutions with real money; everything else is just stories. By 2026, smart people will also need to prevent their own minds from trapping them.

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