Recently, more and more central enterprises have come to us. It is said that after the holiday, the State-owned Assets Supervision and Administration Commission held an important meeting to encourage central enterprises to conduct overseas strategic asset reserves and cross-border financing pilots, and mentioned RWA (real world assets). Several central enterprise customers who were tepid last year are suddenly anxious to do RWA pilots this year. Obviously, in addition to debt reduction, there is a deeper strategic layout behind it.
So why did RWA suddenly become the focus of these central enterprises? Behind the opportunities of globalization, structural changes in the market, and the confrontation between China and the United States, RWA may be the core breakthrough.
Globalization has encountered bottlenecks in many aspects, especially the globalization of traditional assets has regressed and turned into a multipolar situation. In order to protect their own interests, countries have chosen to "de-dollarize" to cope with the uncertainty of the global market. And this is the opportunity for the globalization of virtual assets, and the core is RWA.
RWA can turn multipolar regional assets into borderless assets that circulate globally through on-chain tokenization. This process is simple and efficient:
• Multipolar regional assets - tokenization through blockchain
• Borderless asset management - through a decentralized mechanism, global investors and crypto investors can directly participate
• Globalization is borderless - truly realizing the free circulation and trading of global assets
This is the core of RWA, which breaks the boundaries of traditional finance and allows you to easily grasp and invest in assets anytime, anywhere around the world.
Why does the core opportunity of Sino-US confrontation and debt reduction lie in RWA?
Under the current international situation, the China-US confrontation has become the main theme of the global economy, and two directions are particularly critical: AI and RWA.
• AI: As the core of China's new round of technological development, AI technology has become an important engine for China's future development. For example, the launch of DeepSeek has been called the "Sputnik moment of artificial intelligence", which may promote the entrepreneurial boom of Chinese private technology companies in the field of AI and bring more economic opportunities.
• RWA: In the process of decoupling between China and the United States, China urgently needs to enhance the stability of the financial system by "debt reduction". How to use large-scale strategic assets, infrastructure construction and global capital liquidity to resolve the debt crisis? The answer is RWA. Through RWA tokenization, traditional assets such as US debt can be transformed into non-US dollar strategic assets such as gold, oil and gas mines, and rare resources, which are the high-quality underlying assets of RWA.
Therefore, RWA can not only help China resolve its debt problems, but also be a key tool for China to seek independence and sovereignty in the global financial system.
Why is RWA China's core advantage?
• The world's largest manufacturing capacity: China is not only the world's largest manufacturing base, but also has a huge industrial chain. The formation of an industrial chain includes commodity demand, international trade, supply chain finance, logistics warehousing, retail and other links, which are the typical application scenarios of RWA. China's industrial chain covers the world, which means that RWA will bring higher asset allocation efficiency and global investment opportunities.
• Commodities and Energy: As the world's largest purchaser and owner of energy and commodities, China's investment and market control capabilities in these areas provide a rich resource base for RWA. Through RWA tokenization, assets such as energy resources and mineral resources can be easily circulated around the world.
• Real Estate: China's real estate market is huge, and is mainly based on operating cash flow and net lease real estate. Although it is somewhat difficult, as the economy recovers and real estate prices stabilize, these assets can also be tokenized in the form of T-REITs, making them more flexible and adaptable to the global capital market.
• IP: From "Nezha 2" to "Black Myth: Wukong", China's cultural industry is becoming a new growth point. Through the IP franchise model and asset tokenization, these digital assets can be combined with RWA and NFT to achieve global asset trading.
• Talent advantage: China not only has the world's largest labor force, but its higher education system has also cultivated a large number of technical, financial and management talents, which has promoted the application and innovation of RWA in all walks of life.
RWA's biggest advantage:
RWA's biggest advantage is that it is equivalent to SPV (special purpose vehicle) in the world of virtual assets. The boundary between traditional assets and traditional funds is completely broken. Through tokenization, assets can break away from the traditional financial and trade system and enter the global borderless digital financial system. The ultimate controllers, investors, and traders of the underlying assets can move freely around the world without being restricted by any traditional financial system, especially the restrictions on fiat currency investment in the ideological confrontation between China and the United States.
Conclusion: RWA, the key to new opportunities in globalization
Are you ready for this financial revolution? RWA is not only an opportunity in the Sino-US confrontation, but also a breakthrough in the trend of globalization. With RWA, you will no longer be bound by the limitations of geography and traditional finance. You will have the ability to access global assets and open up new opportunities for wealth growth.
Globalization no longer needs national borders. Through RWA, we will usher in the era of borderless asset management. Today, RWA is providing a new path for Chinese companies to turn debt into debt in the Sino-US confrontation, and also provides global investors with a new way of asset allocation. Whether you are a company or an individual, are you ready to seize this opportunity and embrace the liquidity of global assets?
#ARAW Always RWA Always Win!
In 2025, the RWA market will quickly find its place in the wild growth. WeChat cannot answer all questions one by one. After the core disciple class, there will be a partner class and a listed company study camp. If you have any needs or questions, you can bring them to the class for serious study, interactive discussion and sandbox simulation. Friends who need to learn about RWA and want to start an RWA project are welcome to reply "Course" or "Register" in the official account to join the course preparation group.
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