Web3 will usher in a real turning point in 2025 - the most obvious change this year is that the industry is no longer in a gray area.
Speaking of several key changes this year, the first is that the rule framework is gradually taking shape. Regulatory authorities in various countries have successively introduced specific policy directions, and the industry finally has clear boundaries and norms. It seems to be a constraint, but in fact it paves the way for long-term healthy development.
Secondly, the source of funds has undergone qualitative changes. In the past, the market was mainly a confrontation between retail investors, but now sovereign funds and institutional capital have begun to enter the market on a large scale. Core assets like BTC have evolved into strategic allocation objects at the national level. The upgrading of the nature of funds has directly changed the ecological structure of the market.
The most surprising thing is the breakthrough in the application layer. RWA (Real Asset On-Chain) has changed from a concept in a white paper to a real income product. The application of AI agents is no longer a gimmick in financing speeches, but a tool to generate real value. This means that Web3 has gradually entered the industrial application stage from the pure speculative stage.
In general, we are experiencing a transformation from "trying our luck" to "looking at fundamentals". The old thinking framework - chasing the wind and betting on the rise and fall - has gradually failed. If you are still playing in 2023, the opportunity in 2026 may pass by.
Looking back, what moment in 2025 made you feel the most?
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TxFailed
· 22h ago
ngl, the "institutional money = legitimacy" take hits different when you've been liquidated three times by retail pump-and-dumps. technically speaking, we've just traded one casino for another, just with fancier suits now. RWA sounds great until you realize it's another layer of counterparty risk waiting to blow up... learned that lesson the hard way already.
Reply0
GasFeeCrying
· 12-27 13:53
Regulation is coming—should retail investors cry or smile? To be honest, I haven't figured it out yet.
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ThatsNotARugPull
· 12-27 13:49
Regulation has come, and it actually feels more reassuring. The era of retail investors has truly ended.
Is it true that RWA now offers stable returns? Need to take a closer look.
The deepest impression was when institutions started bottom-fishing BTC, realizing that the game rules have changed.
Brothers still chasing the hot trends should wake up.
I am optimistic about breakthroughs in application, but don't overhype it.
Capital rotation has changed the entire chessboard.
Where are the opportunities in 2026? Feeling a bit anxious.
From gambling to正规军, it's truly different now.
If RWA can really generate cash flow, that would be the real story.
The regulatory framework is actually a positive development; finally, things are becoming orderly.
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MoonMathMagic
· 12-27 13:35
The moment institutions entered the market truly changed the game; the era of retail investors bottom-fishing feels like it's coming to an end.
I'm a bit skeptical about the realized returns from RWA; we need to see if it can really hold up.
Regulation actually makes me feel more at ease, at least I don't have to worry every day about being investigated.
As I always say, the money made from gambling on price swings will eventually have to be paid out.
The deepest feeling for 2025 is that the old quick-profit schemes are indeed no longer effective.
Are sovereign funds really stockpiling BTC? That seems a bit exaggerated.
From speculation to application, it sounds good, but most people are still in it for the gains.
So what are the actual returns on RWA? Has anyone experienced it?
Regulatory frameworks are indeed a good thing, but I'm also worried about being overly restricted; balancing is very difficult.
I haven't felt much practical value from AI agents yet. What about you all?
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LiquidationWatcher
· 12-27 13:32
Honestly, I only truly felt the change when institutional investors entered the market. The era of retail investors bottom-fishing is over.
I'm also shocked that RWA can actually generate returns. It used to be all talk, but now there's something tangible in hand.
The clear regulatory framework actually makes me feel more at ease, no longer needing to worry constantly.
People who have been using old strategies really should reflect. There won't be that many opportunities for regret in 2026.
View OriginalReply0
SignatureAnxiety
· 12-27 13:30
From the moment institutions entered the market, I knew the era of retail investors was truly over. I feel like I can't keep up anymore.
Web3 will usher in a real turning point in 2025 - the most obvious change this year is that the industry is no longer in a gray area.
Speaking of several key changes this year, the first is that the rule framework is gradually taking shape. Regulatory authorities in various countries have successively introduced specific policy directions, and the industry finally has clear boundaries and norms. It seems to be a constraint, but in fact it paves the way for long-term healthy development.
Secondly, the source of funds has undergone qualitative changes. In the past, the market was mainly a confrontation between retail investors, but now sovereign funds and institutional capital have begun to enter the market on a large scale. Core assets like BTC have evolved into strategic allocation objects at the national level. The upgrading of the nature of funds has directly changed the ecological structure of the market.
The most surprising thing is the breakthrough in the application layer. RWA (Real Asset On-Chain) has changed from a concept in a white paper to a real income product. The application of AI agents is no longer a gimmick in financing speeches, but a tool to generate real value. This means that Web3 has gradually entered the industrial application stage from the pure speculative stage.
In general, we are experiencing a transformation from "trying our luck" to "looking at fundamentals". The old thinking framework - chasing the wind and betting on the rise and fall - has gradually failed. If you are still playing in 2023, the opportunity in 2026 may pass by.
Looking back, what moment in 2025 made you feel the most?