#现实世界资产代币化 Seeing Pudgy Penguins spend $500,000 to host a Christmas season event at the Las Vegas Ball, I started thinking: the entry of Web3 assets into real-world consumption scenarios is inherently a good thing, but we need to stay sober.

Brand awareness and traffic growth may seem very attractive, but the real questions to ask are—how much of your asset allocation is driven by emotion and hype, and how much is based on fundamentals? I’ve seen too many friends attracted by marketing stories of projects, yet ignoring the most basic risk management.

The trend of tokenizing real-world assets is indeed worth paying attention to, as it signifies the expansion of crypto asset applications. But it also means the market will become more complex, and volatility could increase. So when tracking these new developments, I suggest asking yourself three questions: What is the fundamental value support for this project? Why am I allocating assets to this? Is my position size reasonable?

A long-term mindset is very important, but the premise of a long-term mindset is to live long enough. Prioritize risk management first, hype and stories second, and only then can your assets grow steadily.