# RWA市场

#RWA市场 Recently, Tether's new move has been making headlines — they are launching a mobile wallet integrated with AI features that supports Bitcoin, USDT, USAT, and XUAT (tokenized gold). At first glance, it seems like a wallet upgrade, but what I see is a true "landing signal" for the RWA track.
Tokenized gold is profoundly significant. In traditional finance, gold is the ultimate value anchor. Now, it can circulate on-chain in the form of XAUT — this is not only a technological innovation but also a real "boundary crossing" of real assets into the on-chain world. Imagine what will happen if

#RWA市场 These two messages are connected and actually represent two aspects of the same story.
Tether's mobile wallet integration of AI and support for XAUT tokenized gold seem to be an iteration of wallet features. But digging deeper, this is a real signal that the RWA (Real-World Asset) track is moving toward practicality. On-chain gold is no longer just a proof of concept; it’s about building a financial tool that ordinary users can truly hold and trade.
Meanwhile, that paper on the relationship between stablecoins and banks gave me some interesting insights. I experienced the Libra controv

#RWA市场 Seeing the actions of DWF Labs and Tether, the game of RWA is indeed accelerating its implementation. The test transaction of 25 kilograms of gold sounds small, but it has great significance for standardization and liquidity—the biggest concern with physical assets on the chain is execution details, and this transaction demonstrates that the underlying logic is working.
More importantly, ecosystem synergy. Tether Wallet integrating XAUT directly provides an entry point for tokenized gold. This is not just a simple tool update; it is about building a closed-loop use case for RWA. Based

#RWA市场 Swift is breaking down walls on Linea, while Ripple's ten-year layout has instead been trapped inside a wall—this turning point must be fully understood.
The key differences are threefold: First, Swift uses zk-EVM for instant verification, whereas Ripple's ODL model still relies on XRP as a bridge, meaning assets are not neutral and institutions must bear the volatility of the coin price; second, Swift directly connects to over 11,000 existing financial institutions' networks, while Ripple's efforts with over 300 institutions seem somewhat thin; third, the most significant is that Swif

#RWA市场 Recently, I keep seeing the term RWA appearing more and more frequently, so I couldn’t help but look it up and understand — it turns out to be tokenizing real-world assets (like gold and USD) on the blockchain🤔
Seeing DWF Labs has already completed physical gold transactions with 25 kilograms of gold bars, and plans to expand to silver and platinum, it feels like the RWA market is really heating up. Even more interesting is that major institutions like ETHZilla are adjusting their strategic focus to RWA tokenization business. Does this mean this field is really about to explode?
Velo’

#RWA市场 Lighter's valuation this time is a bit outrageous, with KOLs directly calling for a baseline of $3-4.2 billion, and optimistic expectations of $7.5-12.5 billion?🚀 The key point is that the statement hit the mark — RWA asset trading is the real catalyst.
Currently still at pre-market prices, waiting for the actual trading infrastructure to connect with traditional finance—that's the beginning of breaking the circle. Hyperliquid's retail model is getting old, Lighter is building decentralized infrastructure + RWA ecosystem, with a completely different pattern.
There's still a chance to

#RWA市场 Seeing the collaboration between Velo and WLFI, I have a few honest words to say. RWA has indeed become a hot topic, but the problem is—every time a new concept gains popularity, it's the most intense period for cutting leeks.
Integrating USD1 into the Velo ecosystem may seem like an upgrade in stablecoin competition on the surface, and I understand the underlying logic. But we need to be cautious about a few points: First, regulatory stablecoins sound safe but are actually more centralized; the risk isn't gone, just transferred. Second, ecosystem integration sounds impressive, but ess

#RWA市场 The two new ETFs launched by Amplify are indeed worth paying attention to—STBQ tracks the Stablecoin Technology Index (holding XRP, SOL, ETH, LINK), and TKNQ focuses on the digitization of physical assets (53 asset classes), both listed on NYSE Arca. But the underlying logic behind them is even more worth dissecting.
According to BlockBeats' analysis, RWA tokenization follows two completely different paths: the DTCC model optimizes equity records within the existing indirect holding system, maintaining net settlement efficiency and targeting large-scale institutions; the direct ownersh

#RWA市场 Recently, I've been observing the trends in the RWA market. The two new ETFs launched by Amplify remind me of an often-overlooked question—when we talk about tokenized assets, what exactly are we discussing?
After reading that in-depth analysis of DTCC tokenization, I truly understood the distinction. Many people get excited upon hearing "tokenization," thinking stocks are going on-chain. In reality, DTCC is upgrading the existing equity structure, not fundamentally transforming it. It's like using a more efficient pipeline to transport the same goods, rather than changing the goods th

#RWA市场 Tether wallet is now integrating AI features, supporting only BTC, USDT, USAT, and XAUT assets. Honestly, this move is quite interesting—the stablecoin ecosystem is expanding, and the RWA direction (tokenized gold XAUT) is also being incorporated. It seems Tether aims to develop its ecosystem into a comprehensive asset allocation tool.
But what's even more interesting is that the market used to worry that stablecoins would undermine the banking system. Now it appears the opposite is happening. Research shows that stablecoins haven't caused large-scale deposit withdrawals; instead, they