2025-12-29 05:21:41

RWA has now reached a $3 billion scale

Once the year-end data was released, the entire market's enthusiasm tripled. The BlackRock BUIDL fund is almost reaching $300 million, with private credit, government bond tokenization… these things suddenly became hot commodities, attracting capital influx.

But I just want to ask—

Will institutions really go fully on-chain裸奔?

To put it simply, it's like a girl walking on the street wearing clothes, versus running around completely naked—those are two completely different things. One is risk-controlled, the other exposes all the cards. Institutions are not fools; they definitely won't let you see everything.

The data looks impressive, and growth is rapid. But where are the compliance boundaries, how to prevent risks, and how to respond to regulation… these questions are still there. The story of RWA has only just begun.

RWA2,68%

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CexIsBad

· 5h ago

30 billion sounds impressive, but what percentage is actually on the blockchain? Who doesn't understand the little tricks of institutions? There won't be a single place that needs to be hidden.

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rug_connoisseur

· 5h ago

The data looks good, but the part that actually goes on the chain isn't the part that institutions fear most—it's basically just testing the waters.

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BearMarketBuyer

· 5h ago

30 billion is not small, but the real big chunk is still in the shadows. Institutions definitely won't put all their core assets on the chain. --- BlackRock's 300 million is a bit superficial. Let's wait until a proper compliance framework is in place. --- Good question. Going on the chain naked? Overthinking it. At most, institutions will wear a pair of underwear. --- The fire has been ignited, but mainly it’s the retail investors’ enthusiasm burning. Institutions are watching from the sidelines. --- 30 billion sounds like a lot, but when divided across various sectors, there's not much left. Overhyped. --- After all this time, RWA still feels like just hype. Where is the real demand? --- Numbers look good, but the foundation is fragile. A compliance storm could wipe it out.

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HashBrownies

· 5h ago

The data looks good, but the real on-chain activity is still limited, and institutions are well aware of this. Claiming 3 billion is fine, but dare you reveal all your assets? Not really. RWA is still early; only after the story is told will you know what's true and what's false. Can this wave of enthusiasm last until next year? Honestly, it's a bit superficial. People start bragging before fully understanding compliance, which is a bit rushed.

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GasFeeCrier

· 5h ago

30 billion? Just hear it and forget it. How many are truly on the blockchain? The institutions are just playing surface-level games.

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