2026-01-13 20:24:22

In the track of circulating real-world assets on the blockchain, one project has carved out a niche through a compliant approach. It addresses three core issues: low efficiency, high costs, and regulatory bottlenecks in bringing traditional financial assets onto the chain.

The performance report is quite impressive. By January 2026, it has completed €200 million in regulated security tokenization. The compliant euro stablecoin launched by the joint payment platform has a circulation volume exceeding €50 million, backed by a 1:1 fiat reserve, with no redemption issues ever occurring. The key is that after integrating cross-chain protocols, these RWA assets can circulate across different chains, reducing traditional securities cross-market trading from a T+2 cycle to just a few minutes, with transaction costs dropping by over 60%.

Sounds good, but the market reality is different. The global RWA market had already reached a size of $20 billion by January 2026. This project’s €200 million scale accounts for less than 1%, lagging far behind other players in the same track. Geographically, it’s even more awkward—100% of RWA projects are concentrated in Europe, only compliant with EU regulations, while major financial hubs like the US and Southeast Asia are virtually untouched. The product line is also thin, currently limited to securities and stablecoins, with no involvement in larger RWA categories like real estate or intellectual property, significantly capping growth potential.

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ColdWalletGuardian

· 8h ago

The data looks good, and the architecture is solid, but this accounts for less than 1% of the global RWA? European players really need to expand.

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BlockchainBard

· 8h ago

Data looks good, but it accounts for less than 1% of the global market. That gap is quite significant. --- Europe-specific features, with gaps in Southeast Asia and the US. The overall landscape still feels too small. --- Compressing T+2 to just a few minutes reduces costs by 60%. This efficiency is truly outstanding, but I worry about the lack of users later on. --- Only securities and stablecoins are involved; real estate and intellectual property are untouched. Isn't this a ceiling for growth? --- Compliance route is correct, but being so far behind peers makes me wonder if there's a bottleneck somewhere. --- €200 million sounds like a lot, but in a $20 billion market, it's just a drop in the bucket. A bit awkward. --- A circulation of 50 million stablecoins is decent, but the overall project size is still small, making expansion difficult. --- RWA focusing entirely on Europe is indeed a big problem. Not entering the US market is basically shooting oneself in the foot. --- The product is too single-minded, only doing securities and stablecoins. The potential for imagination is really limited. --- Efficiency improvements are impressive, but the market share is too small. With such intense competition, how to compete?

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nft_widow

· 8h ago

The data looks good, but we have to face the fact that it accounts for less than 1% of the global market. We can't just rely on Europe's small territory to keep going, right?

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RamenStacker

· 8h ago

The data looks good, but having less than 1% market share is really a bit embarrassing. --- The RWA track is currently dominated by Europe alone; the US hasn't even had a bite of this big pie, which is a bit unfortunate. --- T+2 compression to just a few minutes and a 60% reduction in costs—this technology is indeed feasible, but I'm worried that the commercial ceiling might be too low. --- Focusing only on securities and stablecoins, not touching real estate, feels like the growth potential has been limited by ourselves. --- 2 billion euros compared to a 200 billion USD market... the gap is quite large, and it depends on how they expand later. --- Taking a steady compliance route is safe, but the slow regional expansion feels like it’s being held back by regulatory players. --- The product line is too thin; this is the biggest hidden danger. The potential of RWA is huge, so how can they only focus on two areas? --- Not having experienced any redemption issues is definitely a plus, but the market share is so low that breaking out of the circle is still necessary.

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ThreeHornBlasts

· 8h ago

The data looks good, but the market share is indeed awkward. --- Europe's dominance is really funny; why doesn't the US, that big cake, dare to touch it? --- The ceiling problem is the real killer. Only two product lines need to be eliminated for investors. --- Cross-chain speed is fast and low-cost sounds impressive, but with less than 1% market share, how can they dare to say they will break through? --- Backed by stablecoins is solid, but if policies change, everything is over. --- Why insist on putting all chips in Europe? The risk assessment is not enough. --- 2 billion euros is just a drop in the bucket compared to 20 billion dollars. What about growth potential? --- On-chain real estate tokenization is truly a gold mine. Why hasn't it been acted upon yet? --- The compliance route is correct, but such strict geographical restrictions make international competitiveness worrisome. --- A project with a lot of imagination, but the execution can't keep up with market pace.

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BrokenRugs

· 9h ago

Ha, the compliance route sounds great, but in reality, it’s just being boxed in by Europe. --- 200 million euros sounds like a lot, but in the global RWA market, it’s just a drop in the bucket. Do they really have the audacity to say they’re making a breakthrough? --- Cross-chain, T+2 compressed to minutes—these are impressive claims, but without the US market, it’s just an empty dream. --- With a stablecoin circulation of 50 million and still claiming 1:1 reserves, real RWA is still just a toy track. --- The product line only has two items, and they still want to grab market share? Not even daring to touch real estate—who gave them that courage? --- It’s also quite frustrating that European RWA projects are clustered together. Regulatory friendliness is one thing, but the market is so small that the ceiling is right in front of you. --- Talking about reducing transaction costs by 60%—the key question is whether they can go mainstream. Right now, it’s just a small circle of self-amusement. --- 200 million euros vs. 20 billion dollars—this gap isn’t a data issue; it’s a strategic problem. --- Another RWA project limited by regional restrictions—looks like it has no promising prospects.

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