#数字货币市场洞察 Tokenized real-world assets (RWA) are showing some interesting momentum. According to the latest data from CoinShares, this sector is projected to grow by 229% overall by 2025, with tokenized US Treasuries in particular surging from $3.91 billion to $8.68 billion—a growth rate that's far from insignificant. Who's the main player behind this? Unsurprisingly, the Ethereum network holds an absolute dominant position, becoming the top choice as the infrastructure for RWA.

The recent performance of digital asset investment products also gives us some clues. Last week alone saw net inflows of $716 million, with total assets under management (AUM) climbing to $180 billion. Funds from traditional financial strongholds like the US, Germany, and Canada are accelerating their entry, signaling that tokenized assets have evolved from a niche experiment among geeks to a standard tool for mainstream financial institutions.

What's even more interesting is the institutional accumulation—Amber Group recently withdrew 6,000 ETH in one go, and Metalpha also increased their holdings by 3,000 ETH. All these moves are clearly recorded on-chain, not just talk on paper. The Fed's current rate-cutting policy and expectations of expanding liquidity have injected new vitality into the market. Analysts believe that this week through next month could be a window for broad-based gains. Looking further ahead, the policy cycle through 2026 is expected to continue releasing liquidity, which feels reminiscent of the buildup to the super rally in March 2020.

Ethereum’s core position in the RWA sector, combined with continued institutional deployment and improved liquidity conditions, means the upside potential ahead is definitely worth watching. At current price levels, it might be a suitable period for long-term bullish investors to build positions.