2026-01-09 08:52:45

#真实世界资产代币化 Pantera's recent prediction is quite aggressive—by 2026, the number of DATs per fund will shrink to just 2-3? This means a large number of projects will be eliminated. In plain terms, the real-world asset tokenization track is about to undergo a reshuffle. Currently, DAT projects are everywhere, but only the top ones will survive in the end. It feels like we will see a wave of news titled "某某DAT项目宣布停运" (certain DAT project announces suspension).

However, on the other hand, tokenized gold trading volume is expected to grow and become the main force in RWA. That's quite interesting. Compared to those flashy DAT projects, it seems institutions and big funds trust hard assets more. Regarding stablecoins and international payments, giants like Stripe and Ramp entering the scene could truly change the game.

In summary: the bubble is about to be squeezed, and good projects will emerge. Those holding DAT projects now need to clearly see if they are among the remaining 2-3, or they might just be cannon fodder.

RWA-2,32%

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