#RWA资产代币化 The RWA track in 2026 is about to explode, and this time it's for real. Aave founder Stani directly announced that Horizon aims to reach a $1 billion scale, currently at $550 million. Meanwhile, Securitize is also preparing a full-chain US stock trading platform, bringing real listed company stocks onto the blockchain, allowing investors to enjoy genuine shareholder rights.

What does this mean? It signifies that traditional financial assets are flooding into the blockchain on a large scale. Stocks, bonds, ETFs, real estate—these were once only tradable on centralized exchanges, but now they are being tokenized. Aave has taken the lead, paving the way with Horizon as an institutional-grade market, backed by heavyweight partners like Circle, Ripple, and Franklin Templeton.

Securitize's approach is even more straightforward—SEC-registered broker-dealer + on-chain trading, satisfying compliance while ensuring efficiency, with 24/7 trading and automated market-making and pricing outside trading hours. With this combination, the barriers between traditional finance and DeFi are truly breaking down.

From my perspective, the feeling about this is: previously, it was all about hype and concepts, but now real institutions, genuine assets, and compliant channels are in place, and the entire track has undergone a qualitative change. If RWA doesn't grow in 2026, that would be quite unreasonable.