$OM RWA Development Potential and OM Token Outlook

I. Vast Development Potential of RWA

1. Explosive Market Growth

- Current Scale: As of June 2025, the global RWA asset scale has reached $24.5 billion
- Growth Rate: Annual compound growth rate reaches 178%, far surpassing traditional financial markets
- Future Forecast: Expected to exceed $16 trillion by 2030, accounting for about 10% of global investable assets
- China Market: Expected to reach RMB 100 billion by 2025, with an annual growth rate over 50%

2. Core Value and Competitive Advantages

Liquidity Revolution:

- Tokenizes high-barrier assets ( such as real estate ), lowering the minimum investment from tens of thousands of dollars to just a few hundred dollars
- Transaction time reduced from traditional 30-90 days to a few hours or even seconds

Efficiency Improvement:

- Automated execution via smart contracts, settlement cycle compressed from T+3 to seconds
- Financing costs reduced by 30%, approval efficiency improved by 80%

Inclusive Finance:

- Provides investment opportunities for about 1.7 billion unbanked people globally
- SME financing cycles shortened from 3 months to 2 weeks

3. Diverse Asset Classes and Use Cases

Asset Class Scale (Billion USD) Representative Projects Growth Highlights
Credit Assets ~150 Figure, Maple Annual growth 85%, institutional funds >60% [__LINK_ICON]
Bonds ~75 BlackRock BUIDL, Ondo Annual growth 450%, preferred safe-haven choice
Real Estate ~20 RealT Annual growth 80%, covers 30+ cities
New Energy Rapid Growth Charging stations, PV power plants Stable cash flow, policy support

Innovative Applications:

- Data assets, cultural IP, carbon credits, and other emerging fields are accelerating exploration; Shanghai Data Exchange proposes RDA paradigm, cross-border settlement efficiency improved by 50%
- Membership Economy: Converts corporate points into tradable tokens, solving the problem of point circulation

4. Accelerating Formation of Global Regulatory Framework

- Hong Kong launched the "Ensemble Regulatory Sandbox," allowing RWA projects to test compliance
- EU Digital Finance Act (MiCA) establishes a unified legal framework, allowing banks to handle tokenized securities without extra capital requirements
- Singapore adopts sandbox mechanism and tiered regulation, Dubai attracts RWA platforms with relaxed regulations
- This "regulatory sandbox + tiered management" model both controls risks and encourages innovation

5. Large-scale Entry of Institutional Funds

- Top institutions like BlackRock and Goldman Sachs have already deployed through tokenized government bonds and green bonds
- By 2025, institutional funds will account for over 60% of the RWA market, becoming the main driving force
- Figure ( the world's "first RWA stock" ) listed on Nasdaq in September 2025, first-day surge of 24.44%, market cap exceeded $5 billion

II. Positive Analysis of OM Token Returning to Previous Highs

1. Historical Performance and Current Status

Historical Highlight:

- On February 23, 2025, OM broke through $9.17, setting an all-time high and ranking among the global top 50 cryptocurrencies by market cap
- In 2024, OM surged 8354.87% ( from $0.043 to $4.6 ), far outperforming Bitcoin and Ethereum in the same period

Current Status ( Early December 2025 ):

- Price about $0.09-0.17, down over 98% from its all-time high, but up 4-9 times from the October 2023 low ($0.0175)
- Market cap about RMB 610 million, trading activity stable, 24-hour trading volume about $240-310 million

2. OM's Core Position in the RWA Ecosystem

Infrastructure Layer:

- OM is the native token of MantraChain, positioned as an RWA Layer 1 blockchain designed specifically for compliant asset on-chain solutions
- Provides infrastructure for asset digitization, circulation, and financial operations, bridging the value gap between traditional finance and DeFi

Five Core Functions:

1. Network Security: Serves as PoS consensus fuel; users stake OM to participate in validation, ensuring transaction security
2. Governance: Holders vote to decide the ecosystem's development direction, influencing RWA asset selection
3. Medium of Exchange: OM is the only gas fee token on MantraChain, supporting high-frequency on-chain transactions
4. Store of Value: Staking OM yields **8-15%** APY, creating a deflationary mechanism
5. RWA Asset Collateral: Serves as collateral within the MANTRA RWA ecosystem, enhancing asset liquidity

3. Key Positive Factors Supporting Price Recovery

1. Strategic Burn and Buyback

- Plans to burn 300 million OM ( about 16.9% of the total supply of 1.778 billion ), with 31% of ERC-20 supply already burned
- Secured $45 million funding commitment for token buybacks, about 10% of circulating supply, directly supporting price

2. Rapid Ecosystem Expansion

- On November 28, 2025, flagship DEX "Lotus" officially launched, providing liquidity infrastructure for OM and promoting DeFi and RWA integration
- Staking rate increased by 27%, community engagement significantly enhanced, OM token circulating supply further reduced
- Multiple financial institution partnerships established, RWA asset pool grew 35% in 2024, attracting over $100 million in investment inflows

3. Technical and Cross-chain Advantages

- MantraChain adopts a cross-chain architecture, compatible with major public chains like Ethereum and Polygon, supporting free asset migration
- Circulates within the Cosmos network while maintaining EVM compatibility, providing technical support for RWA asset cross-chain circulation
- As one of the few tokens with native regulatory compliance, OM holds a first-mover advantage in the compliant RWA field

4. Price Forecast and Recovery Path

Short-term ( End of 2025–Early 2026 ) Forecast:

- Conservative target: $0.5-2.0; if the market recovers, it could return to this range
- Optimistic expectation: $2.01-4.0; if the RWA sector explodes, may challenge the historical high

Mid-term ( 2026–2027 ) Forecast:

- Price target: $3-10; as on-chain asset scale expands and ecosystem matures, OM is expected to be revalued
- Key triggers: Polkadot ecosystem TVL grows 50%+, MANTRA launches cross-chain lending products, helping OM break past previous highs

Long-term ( 2028–2030 ) Potential:

- If it becomes the global asset tokenization infrastructure, price could reach $10-30, and even challenge $50
- Some analysts believe that if OM reaches Solana's circulating market cap, the price will be $114.67, an increase of about 2836%

5. Positive Scenario Projection for Returning to Previous Highs

Catalyst 1: Breakthrough in RWA Regulation

- Hong Kong or the EU introduces more favorable RWA regulations; OM, as compliant infrastructure, directly benefits, attracting institutional capital inflows
- Referring to OM’s surge from $0.043 to $4.6 in the 2024 RWA boom, regulatory tailwinds could trigger a new round of explosive gains

Catalyst 2: Large-scale RWA Asset On-chain Migration

- MANTRA announces partnerships with large real estate developers or financial institutions, bringing billions in assets on-chain
- OM, as the medium of exchange and collateral, sees surging demand, pushing up the price
- One of the core drivers of OM’s 2024 rally was the introduction of RWA assets, which grew the platform’s asset pool by 35%

Catalyst 3: Cross-chain Ecosystem Integration

- MantraChain establishes deep collaborations with major chains like Ethereum and Polkadot, OM becomes a key hub for cross-chain asset circulation
- Polkadot ecosystem TVL grows by over 50%, boosting OM’s price as an important ecosystem member

Catalyst 4: Institutional Recognition and Investment

- Receives attention and even direct investment from traditional asset management giants such as BlackRock and Grayscale
- Referring to Figure’s institutional capital influx post-listing, if OM receives similar recognition, price could quickly return to its historical high

III. Comprehensive Outlook

The RWA track is at a key inflection point, moving from proof-of-concept to large-scale implementation. By 2030, the market is expected to exceed $16 trillion, becoming an important pillar of the global financial system.

As the core token of the RWA infrastructure layer, OM, despite current price weakness, has a high probability of returning to historical highs in the medium to long term, given its technical advantages, strategic positioning, and ecosystem development. In the short term, if there is a regulatory breakthrough or large-scale asset migration on-chain, OM is expected to recover to the $1-2 range by 2026; in the medium term, as the MantraChain ecosystem matures and cross-chain synergy emerges, a breakthrough above its historical high before 2027 is worth anticipating.