
Haotian | CryptoInsight|Mar 27, 2025 03:56
After reading the report on RWA shared by @ Lumenetwork and @ gaic_ai yesterday, I have extracted several interesting points and attached some understanding of the RWA track. Can you share them with me
1) The report states that as of March 25, the total value of on chain RWA has reached $1.79 billion, confirming that the RWA market is no longer a niche market. On the other hand, the main application scenario of the current RWA is still limited to the US treasury bond bond, accounting for 50.98% of the market share.
It also indicates that RWA needs to expand more practical application scenarios, such as real estate, financial consumer markets, and other business needs that can leverage on chain funds through off chain business models. In other words, in addition to @ OndoFinance, a treasury bond based RWA project, Plume's RWAFi platform will drive more pragmatic and diversified RWA application scenarios.
2) Asset tokenization is not just a seemingly simple process of asset evaluation and certification, asset digitization, smart contract design, on chain transaction recording, and revenue realization. Behind it lies a complex process of deep integration between the real ecology and on chain DeFi ecology. Off chain assets represent business scenarios with practical applications, representing financial practicality, while on chain DeFi represents fund liquidity. How to feed the revenue capacity of off chain assets into the DeFi revenue pool on chain is a long-term business challenge that needs to be overcome.
This is also the true market focus of Plume's RWAFi. The on chain cooperation resources and users obtained by Plume's first mover advantage will become the key to leveraging its actual off chain application scenarios one by one.
3) The business imagination space of RWA is not necessarily limited to traditional fields that are heavily constrained by laws, regulations, and systems. AI related infrastructure can also serve as an analogy for on chain assetization, such as tokenizing enterprise level GPUs and their revenue, which can accelerate the integration of AI+Crypto to some extent.
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