#RWA代币化 Recently, I've seen many people excitedly discuss the opportunities of RWA tokenization. I have to be honest—this is indeed an important direction, but only if you keep a clear head.

The lessons from 2025 are still fresh: a large number of altcoins plummeted by 80%-99%, and many people were completely out of the game chasing narratives. Now, in 2026, the market is undergoing a subtle shift—from the illusion of "digital surges" back to fundamentals. The reason RWA tokenization is gaining attention is not hype, but real value transfer: traditional financial assets going on-chain, cash flows becoming traceable, and institutional participation becoming the norm.

But this also means that risks are changing in form. The SEC has indicated it will not take action against DTCC's securities tokenization pilot. Starting from the second half of 2026, we will see more compliant tokenization projects. This sounds promising, but don’t forget—the more regulated the market, the easier it is to expose projects without real business backing.

My advice is simple: if you want to participate in RWA-related opportunities, ask yourself three questions—what is the cash flow behind this asset? Are the rights of token holders truly aligned? How much lock-up risk can I tolerate? Don’t be blinded by the narrative that "tokenization is the future." The real opportunities are reserved for those who can identify genuine value, manage their positions well, and have the patience to wait. A long-term mindset here is not just motivational talk; it’s a necessary condition for survival.