With the participation of giants such as BlackRock in RWA and stablecoins, traditional financial giants have entered the RWA field, bringing not only capital, but also endorsement and trust enhancement for the entire industry. When they deploy RWA with large-scale funds, the public chain they choose will directly determine the "ultimate winner of the public chain competition."
Future public chain competition may revolve around the following key points:
Compliance: The legality and transparency of RWA are crucial, and public chains with strong compliance have more advantages.
Technical performance: Chains with high scalability and high security will become the focus of giants' layout.
Ecological support: The more perfect the public chain ecology is, the greater the chance of attracting giants.
Security and convenience: The public chain opens L2 construction permissions, which will be a good entry point for traditional
enterprises to access the blockchain. Long-term and safe operation will also become the first choice for traditional funds.
As blockchain shifts from speculation-driven to value-driven, the future market size and capital scale will exceed current imagination. This is a transformation from "virtual assets" to "real value assets." When early layouters persist until the traditional giants have made in-depth layouts, their returns will undoubtedly be huge. This is a process that requires time and patience.
Blockchain is undergoing a transition from early exploration to mainstream, and the segmentation of RWA and Defi is an important manifestation of this process. As the stablecoin payment and RWA markets continue to expand, the demand for Defi will become increasingly obvious.
No matter who is the president of the United States, it is inevitable to formulate detailed rules for the industry. The entry of traditional institutions is an accelerator. Their participation will not only bring funds, but also promote industry rules and institutionalization.
