Recently, many projects have been hyping the RWA concept, but most are taking the wrong path. True real-world asset tokenization should not be simply moving traditional assets onto the chain; that’s just a shell change.
The real RWA pathway should be: starting from on-chain native needs, identifying scenarios that traditional finance cannot efficiently meet, and then using blockchain’s transparency, liquidity, and borderless features to solve these problems. This is the core competitiveness of RWA.
To put it simply, the future of RWA is not about the quantity of assets, but whether it can create value that traditional finance cannot. Once this logic is understood, it becomes clear where the true investment opportunities in this track lie.
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GweiTooHigh
· 14h ago
Honestly, most RWA projects are just putting traditional finance stuff on blockchain's surface, which is pointless.
This logic has been said before; the key is to find real on-chain pain points.
Instead of piling up concepts, it's better to think about what new things transparency and liquidity can actually enable.
Value creation > asset quantity, I agree with this.
The real question is, how many projects can actually achieve this? Most are still just harvesting profits from naive investors.
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HashRatePhilosopher
· 01-14 19:06
I'm just worried that once again, a bunch of projects are shouting the name of RWA, but in reality, it's just a sticker swap game for asset on-chain. The core point of this article really hits the mark, but the problem is, how many teams truly want to reverse-engineer from on-chain needs? Most are still just telling stories for fundraising.
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DefiPlaybook
· 01-14 19:05
To be honest, most of the current RWA projects are just "asset relocation." The data looks impressive but there is no real financial innovation... It is worth noting that truly functional RWA protocols should address the efficiency black hole in traditional finance, rather than simply increasing the types of on-chain assets.
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MEVHunterX
· 01-14 18:54
Well said. Most projects are just messing around, packaging traditional assets and calling them RWA, which is ridiculous.
Truly impressive RWA should address issues that traditional finance cannot handle, rather than just copying and pasting. Those who don't understand this are destined to get weeded out.
The race is still early; let's wait and see who can truly stand out.
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CounterIndicator
· 01-14 18:46
Right now, a bunch of projects are packaging RWA, and the logic is completely reversed. The real opportunity isn't about quantity, but about what new value can be created.
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StrawberryIce
· 01-14 18:44
That's right. Currently, most of the RWA hype is just shell games with little substantive innovation.
The truly valuable ones are those that traditional finance simply can't do, rather than just moving assets onto the blockchain.
Let's wait and see who can grasp this core logic; everything else is just clouds.
What is the correct approach to RWA?
Recently, many projects have been hyping the RWA concept, but most are taking the wrong path. True real-world asset tokenization should not be simply moving traditional assets onto the chain; that’s just a shell change.
The real RWA pathway should be: starting from on-chain native needs, identifying scenarios that traditional finance cannot efficiently meet, and then using blockchain’s transparency, liquidity, and borderless features to solve these problems. This is the core competitiveness of RWA.
To put it simply, the future of RWA is not about the quantity of assets, but whether it can create value that traditional finance cannot. Once this logic is understood, it becomes clear where the true investment opportunities in this track lie.