RWA is a track that we have been optimistic about for a long time in this cycle and have invested a lot of research. Today, I saw the RWA report co written by Plume and GAIB, which is very interesting, RWAFI is a key link between traditional finance (TradFi) and decentralized finance (DeFi), and will be very important in the future financial market! 🧐 one ️⃣ Core opportunities: The market potential of RWAFI is enormous. Although the current on chain RWA market is around $17.9 billion, it is still the tip of the iceberg compared to traditional asset markets. The partial ownership model brought about by tokenization lowers the entry threshold, allowing global investors to access high-value assets that were previously difficult to access, such as commercial real estate or infrastructure projects. In addition, the efficiency of blockchain reduces intermediate links, accelerates settlement speed, and reduces transaction costs. The most attractive aspect is revenue generation. It is not just about digital packaging of assets, but more importantly, making these assets productive in the DeFi ecosystem. For example, using tokenized RWA as collateral, generating returns through liquidity pools, and even building derivative markets to create new strategies that go beyond traditional returns. two ️⃣ Key market trends At present, token based US treasury bond occupy a dominant position (more than 50%). For example, the OUSG token based treasury bond and USDY interest bearing stable coins provided by Ondo Finance meet this demand. However, I am more concerned about some emerging fields: AI computing (@ gaic_ai): tokenizing GPU computing power to become an AI driven interest bearing asset, combined with AI and encryption trends, has enormous potential. Public Chain Infrastructure (@ luminance network): An L1 public chain specifically built for RWA, focusing on compliance and composability, laying the foundation for the RWA ecosystem. Real Estate (@ PropyInc): Utilizing smart contracts to automate the real estate transaction process, the target market is expected to reach $3 trillion by 2030. three ️⃣ Investment Strategy and Prospects Despite facing regulatory uncertainty and macroeconomic challenges such as rising interest rates, the global policy trend is moving towards clearer regulatory direction, creating conditions for institutional capital entry. We believe that the core value of RWAFI lies in the integration of TradFi assets and DeFi innovation. Focus on the following investment directions: Infrastructure layer: Blockchain platforms such as Plume that support the RWAFI ecosystem. Emerging asset classes: projects such as GAIB that tokenize AI computing resources. Integrated platform: capable of effectively integrating RWA revenue into DeFi projects. RWAFI effectively unleashes the financial utility of real-world assets, and its potential cannot be ignored. We have been focusing on projects with strong fundamentals, clear regulations, and true integration with the DeFi ecosystem for a long time, and Plume is a proud project in our RWA investment portfolio that deserves long-term attention and anticipation! 🧐