#真实世界资产代币化 Recently, I came across an interesting prediction about the RWA market—by 2026, the tokenization of real-world assets may see significant consolidation, with each major fund holding only 2-3 DAT projects in the end. This number reminded me of a common dilemma faced by many investors.

Many people entering this space are attracted by various innovative concepts and want to allocate some funds to all seemingly "promising" projects. But my experience tells me that doing so is actually the easiest way to hit a snag. True prudent allocation is never about stacking quantity but about careful selection and focus.

If the prediction proves true, it means many mid-tier projects will be eliminated in the market reshuffle. Rather than being forced to abandon projects later, it’s better to start with strict screening now—focusing on projects with solid fundamentals, strong teams, and clear application scenarios. It’s better to hold 3 trustworthy good projects than to be tied up with 10 vague concepts.

This is not pessimism; rather, it’s the most rational attitude. In the long run, those that truly solve problems are the ones that will survive. Doing your homework now, managing your positions well, and adjusting only after seeing the full picture next year is far better than chasing risks.