#RWA代币化 JPMorgan's move to migrate JPM Coin from a private chain to Base seems to be more than just a technical upgrade; it's a strategic step by institutional capital to pave the way for RWA tokenization. As a on-chain representation of bank deposits, JPMD essentially addresses a real pain point—institutions need higher-credit on-chain payment tools rather than relying solely on stablecoins.

This provides some inspiration for copy-trading strategies. When large institutions start entering a certain track, it often indicates improvements in liquidity and compliance. Risk-tolerant traders will find it easier to leverage and access funds, while conservatives can participate more confidently. Recently, I've been observing several traders' changing attitudes toward RWA concept stocks—those who were cautious spectators are now beginning to test the waters with small positions.

In terms of copy-trading logic, actions at the institutional level often have a 6-12 month lag. When following, it's important to distinguish whether you're tracking "concept expectations" or "fundamental implementation." The former is more volatile but offers quick opportunities; the latter is steadier but easier to miss out on. Regarding position sizing, I tend to adjust based on the trader's historical ability to grasp these new tracks—those with successful past experiences can afford to allocate more.

For now, let's just see this as a high-definition weather vane.