“2 billion yuan photovoltaic assets financing in place within 72 hours, you can buy US bonds for just 1 dollar!” In 2025, the tokenization of real-world assets (RWA) became a sensation. From BlackRock's 2.89 billion dollar RWA fund to the tokenization of GCL-Poly's photovoltaic power station, and the Swiss carbon credit market's annual trading volume reaching 1.27 billion dollars, this sector is reconstructing the global financial system with advantages of “90% efficiency improvement and 40% cost reduction.” More critically, RWA has broken the investment threshold of traditional assets; previously, investments in US bonds and photovoltaic power stations started at millions, but now through tokenization, investments can begin at just 1 dollar, allowing ordinary people to participate in the trillion-dollar market. However, many people ask me: With so many RWA projects, which ones are real opportunities? How can we avoid falling into the trap of “pseudo asset tokenization”? Today, I will provide you with the most practical layout guide using global real case studies.
First, understand the core value of RWA: it is not about hype, but about solving the liquidity pain points of traditional assets. In traditional financial markets, assets such as U.S. Treasuries, real estate, and infrastructure face issues like long trading cycles, high thresholds, and lack of transparency. However, after being tokenized through blockchain, these assets can achieve 24/7 trading, automatic distribution of returns, and financing efficiency improvement of over 90%. For example, BlackRock's BUIDL fund splits U.S. short-term Treasuries on Ethereum, allowing investments starting from $1, with a 200% growth in scale over 90 days, covering investors from 152 countries, with institutional holdings accounting for 67%. The logic behind this is: blockchain technology makes traditional assets 'younger', attracting a large influx of capital.
Share four 'quality RWA project screening dimensions' to avoid risks from the source. The first is 'asset authenticity': the real asset proof behind the project must be verified. For example, GCL-Poly's photovoltaic power station project uses IoT + blockchain technology to monitor power generation in real-time, with asset data traceable; while 'pseudo RWA projects' that rely solely on white paper hype without real asset backing should be firmly avoided. The second is 'compliance qualifications': prioritize projects with regulatory endorsement, such as the BlackRock fund approved by the SEC and the GCL project verified by the Hong Kong Monetary Authority's sandbox, which have lower compliance risks. The third is 'return stability': pay attention to the historical return rates of assets, such as U.S. Treasury RWA annualized at 4%-5%, carbon credit RWA annualized at 8%-12%, and projects with excessive return fluctuations should be approached with caution. The fourth is 'liquidity': choose RWA tokens that are listed on mainstream exchanges with trading volumes exceeding ten million dollars, to avoid the embarrassment of 'buying but unable to sell'.
Next, let's talk about the 'layout path' for ordinary people, divided into three threshold gradients. The first is 'low threshold entry' (starting from 1000 yuan): through compliant exchanges like Binance, allocate tokens related to the BlackRock BUIDL fund and Hong Kong digital green bond tokens, which are issued by top institutions and have the lowest risk. The second is 'medium risk progression' (starting from 10,000 yuan): layout new energy and carbon credit RWA projects, such as GCL-Poly's photovoltaic asset tokens and Toucan Protocol carbon credit tokens (BCT), which have higher returns and are supported by real industries. The third is 'high risk exploration' (starting from 50,000 yuan): participate in emerging RWA tracks like private equity and intellectual property, but note that these projects have poor liquidity, and long-term holding (over 1 year) is recommended.
We must also be wary of three potential risks of RWA. The first is 'asset valuation risk': fluctuations in traditional asset prices can impact RWA tokens, for example, rising U.S. Treasury yields may lead to a decline in related RWA token prices. The second is 'technical risk': blockchain security vulnerabilities may lead to asset data tampering, so it is advisable to choose mature technical platforms, such as Ethereum and Avalanche, for RWA projects. The third is 'policy risk': some countries still have unclear regulations regarding RWA, so we need to pay attention to the policy trends in various countries to avoid investing in non-compliant projects. My core viewpoint is: RWA is a 'bridge' for the crypto industry to mainstream, and the market size is expected to exceed one trillion dollars in the next 3-5 years. Ordinary investors should seize this opportunity, but must adhere to the principle of 'compliance first, authenticity as the foundation'. I will update a list of high-quality global RWA projects and real-time return data at Binance Square, follow me @链上标哥 to avoid getting lost! Let me guide you to layout the trillion-level market with small funds!
