Will traditional manufacturing really be eliminated in the Web3 wave?

No! Although the United States has tried to move manufacturing out of China for many years, it is easy to move a factory, but it is difficult to move an entire industrial chain.

More importantly, Bitcoin is about to become one of the reserve assets of multiple countries around the world. How can traditional industries associate with Bitcoin and seize this new opportunity?

The answer is: RWA asset tokenization. Through the tokenization of RWA (real-world assets), traditional enterprises can not only establish a mapping relationship with Bitcoin, but also realize cross-border financing. For leading companies, the true value of RWA is not only in financing, but also in promoting the digital upgrade and asset on-chain of the entire industry chain.

What are the pain points of enterprises?

1. Difficult financing: A single manufacturing enterprise is difficult to bear the high annual financing cost (annual 7 points + 1/2 point financing fee), unless it can incorporate the upstream and downstream scenarios and benefits.

2. Poor liquidity: Traditional assets are difficult to circulate quickly, causing enterprises to miss market opportunities.

3. High friction costs: The settlement and financing costs of traditional finance remain high, which restricts the development of the industry.

The key points of industrial upgrading actually correspond to the pain points of traditional industries:

Difficult financing, so first do the underlying RWA assets of equity, similar to US Treasuries, only do private placement and primary;

Liquidity, corresponding to industrial transactions and liquidity pools, Staking the first layer of RWA assets, making liquidity from exchanges and secondary markets;

The friction cost of traditional finance is relatively large and long-term, and it is necessary to cut into the industrial scenario, combine transactions with the industry, and create industrial stablecoins, PayFi and industrial DeFi to reduce the capital cost of industrial payment settlement and investment and financing, activate industrial upgrading and liquidity, and ultimately form a positive feedback loop.

In this field, we are the most professional, regardless of depth, breadth or cross-border.

What to do? RWA is the remedy!

The advantages of traditional manufacturing in heavy assets and supply chains are naturally suitable for industry upgrading through RWA. The core framework of industrial upgrading includes:

• Underlying asset pool: From raw materials to fixed assets, distributed on-chain, dynamic pricing.

• Industrial chain scenarios: Surrounding mining, supply chain finance, international trade and other scenarios, create tokenized transactions and liquidity pools.

• Industrial finance and stablecoins: Optimize payment, financing and settlement efficiency through industrial stablecoins and PayFi.

• RWA trading platform: Finally form a vertical track exchange and liquidity support.

The opportunity points given to leading companies are such an industrial upgrading framework: the distributed underlying asset pool of the industry, RWA assets + transactions/circulation + liquidity, RWA industrial finance, industrial stablecoins and PayFi. As shown in the figure:

The advantages of traditional manufacturing are that one is heavy assets (underlying assets and fixed assets), and the other is the supply chain. Therefore, the RWA upgrade framework of traditional manufacturing industry can be divided into four layers:

The first layer, RWA underlying assets, distributed asset pool, from raw material mineral assets, fixed assets, current assets, liability-type assets, etc.; this involves the RWA tokenization of underlying assets, realizing asset on-chain pooling, distributed asset pool, and dynamic pricing, etc.

The second layer, industrial chain space + industrial chain scenarios, surrounding the entire manufacturing industry chain of mining and processing, international trade, supply chain finance, warehousing and logistics, etc., consumption, production, consumption, and incentive scenarios, as well as the core scenarios of industrial chain transactions and liquidity pools, all have opportunities for RWA tokenization.

The third layer, industrial finance (DeFi) and industrial stablecoins + PayFI, industrial stablecoins and industrial payment settlement and investment and financing scenarios, as well as encrypted smart finance such as lending, futures, and insurance based on industrial RWA assets;

The fourth layer, RWA industrial trading platform, the ultimate necessity after the upgrade is an industrial RWA trading platform, with a vertical track platform and platform tokens of exchanges or leading exchanges.

Surrounding the traditional industry upgrade, it will face the transformation problem of digitalization and chain-based assets.

This basic work can be synchronized from RWA financing to drive infrastructure construction, the main realization of which is the "controllable assets + trustworthy asset management" of the industry, controllable, in order to be tradable, deliverable or controllable on the chain; trustworthy asset management, the issuance, trading/investment, management, and exit of industrial asset tokenization.

For industrial upgrading, for the institutional market, the core is the credit of the enterprise, and the controllability and trustworthiness of RWA is similar to the on-chain credit mechanism or Oracle mechanism.

So: RWA, for enterprises, is a bond issuance; for the industry, it is a new platform for assets and capital; for a region or country, it is a digital asset, stablecoin and crypto-financial system.

#ARAW Always RWA Always Win!

In 2025, the RWA market will find its position in rapid and savage growth, and the new year will officially start a class to recruit disciples and teach them, welcome young talents who are interested in the RWA direction to occupy the leading position.

More and more friends are asking about specific project issues, and it is impossible to answer in detail on WeChat, so a disciple class and an operational research camp will be launched soon, come to the classroom to seriously understand and interact, as well as sandbox simulation. You can add WeChat YekaiMeta to join the RWA industry discussion group to participate in the discussion.

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