#RWA资产代币化 I see this wave of RWA market very clearly — 2026 will truly be a watershed moment.

Aave's Horizon aims to grow from 550 million to over 1 billion, while Securitize is developing full-chain US stock trading. These are not just marketing gimmicks but signals of real capital inflows. Previously, RWA was mostly hype around concepts, but now institutions are actually putting real money in. I've been talking to a few traders recently, and their strategies are quietly shifting — from pure token trading to asset tokenization and lending.

Key points to watch: First, whether Aave V4's Hub & Spoke model can truly support a scale of trillions, which involves liquidity depth; second, the risk management level of institutional entry, as seen in Securitize's whitelist and official shareholder registry design, indicating compliance has shifted from optional to essential; third, whether the DeFi lending market will be eroded by RWA — once traditional assets like government bonds, stocks, and real estate are efficiently on-chain, the appeal of native tokens might face challenges.

My copy-trading strategy is adjusting the position ratios. When selecting targets, traders who can secure institutional orders and understand RWA risk control tend to have more stable risk-adjusted returns. The shift from "can make money" to "how to make steady profits long-term" is the real focus worth paying attention to.