#RWA资产代币化 Seeing Framework Ventures' forecast for 2026, I am reminded of a phenomenon I have observed over the past two years: more and more institutional investors are shifting their focus from "speculative expectations" to "capturing real value."

The RWA track is particularly worth paying attention to because it is doing something truly meaningful—bringing real-world asset rights onto the blockchain. Compared to projects that rely solely on consumption narratives, this type of asset tokenization at least has genuine underlying support. But because of this, participants need to think more carefully about several questions: What are the sources of asset risk? How well does the issuer manage risk? Is my position size reasonable?

My observation is that by 2026, there will no longer be irrational "rocket-like" surges. What does the influx of institutional capital mean? It means more rational pricing, more moderate yields, but also better risk pricing. This is actually good news for those who truly want to make long-term allocations.

I recommend everyone, while paying attention to new opportunities, also review their own asset allocation. Don't over-allocate to a track just because it looks promising; a sense of security often comes from diversification and restraint. Choose projects with real business operations and sound financial practices, maintain sufficient liquidity reserves—these fundamentals will never be wasted in any market cycle.