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BlackRock is betting heavily on the RWA track: Analysis of the three potential coins in the $30 trillion market

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CPBOX
06-06
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What is RWA

If you are a new player in the blockchain world, you have certainly heard of RWA but may not know exactly what it does. RWA, which stands for Real World Asset Tokenization, refers to the process of converting traditional financial market physical assets into digital tokens through blockchain technology

BlackRock's RWA Ambition: Prophecy of a $30 Trillion Market

"If we can tokenize more assets and securities, this will once again disrupt the financial industry." - BlackRock CEO Larry Fink

This Wall Street giant managing $10 trillion in assets has recently repeatedly emphasized:

  • By 2030, the RWA market size will reach $30 trillion (currently only $35 billion)
  • Bitcoin ETF is just the beginning, with the ultimate goal being tokenization of traditional assets like US Treasury bonds and real estate
  • BlackRock has already laid out its strategy: launching the BUIDL fund (over $500 million in scale), investing in protocols like Ondo

Why is RWA Suddenly Exploding? Three Core Driving Forces

1. Full Promotion by Institutional Giants

  • BlackRock, Goldman Sachs, etc. reduce operational costs by tokenizing US Treasury bonds/real estate (settlement time from 5 days → 15 minutes)
  • Trump policy is favorable: World Liberty Financial has invested in DeFi projects like AAVE and LINK

2. Technology Reaching Maturity Threshold

  • Dynamic Non-Fungible Tokens enable real-time updates of property valuations
  • ZK proofs solve institutional privacy needs (such as Goldman Sachs bond position confidentiality)

3. New Pathway for Retail Investors to Participate in Traditional Assets

  • Invest in US Treasury bonds for just $1 (traditional threshold $1000)
  • 24/7 trading of real estate fragments (such as Dubai mansion tokenization)

The reason why the RWA track is booming is because established financial institutions recognize the blockchain market. The traditional financial industry can no longer create something different. These institutions have a large amount of funds with nowhere to flow. From the institutional perspective, they hope to establish a paradise to attract more players to participate in this game.

In this game, whether you are a sheep or a wolf depends on how much you understand this market

Three Underestimated RWA Potential Coins

Clearpool (CPOOL) - Decentralized Lending Market

  • Innovative Model: Focusing on unsecured lending, relying on credit scoring for loans (has processed $749 million in transactions)
  • New Ecosystem Ozean: Mainnet launching soon, focusing on RWA asset compliance
  • Current Data:
    • Price $0.01 (83% drop from high point)
    • Market cap $77 million, 76% of tokens already circulating

Breakout Potential: If RWA credit scale expands, CPOOL might replicate Ondo's early growth

Chintai (CHEX) - Veteran RWA Trading Platform

  • Real Use Cases: Already tokenized real estate, government bonds, supporting multiple chains (Ethereum/Solana, etc.)
  • Token Utility: Paying gas fees, governance voting, cross-chain bridging
  • Price Trend:
    • Launched in February 2024, grew 80x in 8 months to $0.8
    • Current price 0.189 (market cap $189 million), still 76% potential growth from high point

Core Advantage: Extremely compliant, suitable for institutional entry

Plume Network (PLUME) - Public Chain Built Specifically for RWA

  • Technical Highlights:
    • Arc Engine: One-click tokenization of real estate/bonds
    • PayPal Partnership: Stablecoin PYUSD will be integrated into ecosystem
  • Token Economics:
    • Current price 0.128, market cap $2.9 billion
    • Total supply 10 billion, circulating 2 billion (low inflation pressure)

Long-term Value: If it becomes an RWA-specific chain, valuation might approach Polygon's ($7 billion)

How Can Ordinary Investors Allocate?

  • Hold RWA infrastructure tokens: Such as ONDO, CPOOL
  • Configure RWA-friendly public chains: MATIC, AVAX

For ordinary people, long-term holding is always the best strategy. In the web3 field, those who are always holders are the most profitable. If you are not patient, wealth might quietly slip away from you

Risk Warning

  • Regulatory Variables: US SEC might intensify scrutiny
  • Liquidity Risk: Small market cap tokens have extreme volatility

V. Conclusion: Seize the Historical Opportunity of "Traditional Finance Going On-Chain"

When BlackRock CEO predicts a $30 trillion market, ordinary people can do more than just wait and see. Whether it's 5% stable yield US Treasury bonds (like Ondo USDY) or hundred-fold potential infrastructure protocols (like CPOOL), the RWA track is providing unprecedented wealth opportunities.

Investment Advice:

  1. Research project websites and whitepapers
  2. Build positions in batches to avoid FOMO
  3. Keep a close eye on the next moves of institutions like BlackRock

(This article does not constitute investment advice, DYOR)

Original content by CPBOXReproduction prohibited without permission, source must be citedYou can contact us through the CPBOX official website:https://www.cpbox.io/ below

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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