From Decentralized Finance to RWA, is Ethereum迎来 a "super narrative"?

In recent days, the crypto market as a whole has encountered a pullback, with Bitcoin falling below a key position, and alts generally declining. However, beyond the short-term fluctuations, a piece of news related to Ethereum has drawn particular attention: RWA (Real World Asset Tokenization) may be becoming the new narrative engine for Ethereum.

RWA: A $20 trillion giant market

On August 27, Carlos Domingo, the CEO of Securitize, a tokenization asset issuance platform under BlackRock, spoke through the official Ethereum account:

The RWA market potential exceeds $20 trillion, but currently only a small portion is on-chain. Even if only 1% of the market share flows on-chain, it means a huge opportunity of $200 billion.

He emphasized particularly: Ethereum occupies a leading position in the RWA field. Among the assets issued on-chain by Securitize, 68% (over 2.3 billion USD) are on Ethereum, as it provides the safest, composable, and censorship-resistant foundation for tokenized financial products.

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Tokenization of stocks: the next step in the trillion-dollar market

Domingo also mentioned that tokenization of stocks is the next important direction for RWA. The global stock market is valued at approximately $100 trillion, and if these assets are anchored on Ethereum, the long-term opportunities are almost incalculable.

In other words, Ethereum may become the core underlying layer of "Wall Street digitalization." This has broader application scenarios and more stable capital inflow expectations than simply speculating on NFTs and DeFi.

Although the market is experiencing a pullback, the narrative is upgrading.

Over the past week, the price of Ethereum has once dipped along with the overall market decline, putting short-term sentiment under pressure. However, in the medium to long term, the rise of the RWA narrative brings new value support for ETH.

Just like a few years ago when DeFi Summer drove the application of Ethereum, today RWA could become a catalyst for a new influx of funds. The market is experiencing a short-term pullback, which may be the right time to position for long-term tracks.

Written at last

The short-term fluctuations in prices often stem from emotions and capital games; however, the long-term trend is determined by the implementation of technology and applications.

As the RWA, a market worth over a trillion dollars, slowly opens up, the story of Ethereum is just beginning.

Today's fall may just be the prologue to tomorrow's "super narrative."