Anchoring the Future: Frontline Insights on Web3 in New York
——Highlights from Uweb Live Sharing Class Episode 210 (2024.12.02)
Content Source: Uweb Live Sharing Class Episode 210
Content Organizer: Peter_Techub News
On the evening of December 2nd at 8:30 PM, the 210th episode of Uweb's live sharing class was held as scheduled. The theme of this episode, "Anchoring the Future: Frontline Insights on Web3 in New York," was presented by Uweb President Yu Jianing and Hauson Zheng, CEO of Richer Rich Capital, who shared the most hardcore insights from their recent study tour in New York. The entire sharing was divided into an open session for the public and a private session for students, with the open session focusing on Wall Street's real views on cycles, macro turning points, and RWA, while the private session delved into compliance, institutional entry, challenges in RWA implementation, and core opportunities for 2026.
I. Opening: The Two Speakers and the Background of the Study Tour
President Yu Jianing led a high-profile study tour to New York in mid-November, with an intensive schedule of "6848" (6 days of classes, 8 hours each day, 48 hours of pure content). This study tour spared no expense in inviting top guests, including former senior officials from the Federal Reserve, former executives from Nasdaq, early members of BlackRock, professors from Harvard Club, and former heads of the world's largest gold fund, making it one of the most luxurious closed-door events in the Chinese Web3 community in recent years.
Hauson Zheng, as one of the participants, provided a systematic review from the perspective of an insider, combining his background in traditional finance and trade to offer highly actionable insights. He remarked, "Every day's classes were fully packed, and each teacher had a high density of information. The biggest takeaway from this trip is that Wall Street has quietly integrated blockchain into its very core."
II. Core Highlights from the Open Session
- Wall Street's View on Cycles: The Four-Year Halving Magic Has Been Significantly Weakened by Institutional Entry
Multiple instructors unanimously agreed that the large-scale entry of institutions has significantly reduced the influence of the traditional "four-year halving cycle." The latest report from Huobi shows that this year's price curve is no longer the parabolic shape of previous cycles but is closer to a straight line. The change in leadership at the Federal Reserve and the potential for interest rate cuts and clear legislation by the end of 2025 to 2026 will further diminish the decisive role of halving.
- Macro Turning Point: In-Depth Analysis of the Federal Reserve's Decision-Making Mechanism
Former Federal Reserve official Richard Roberts elaborated on three core institutions: the 12 regional Federal Reserve Banks, the Federal Reserve Board, and the Open Market Committee. The most shocking chart showed that while the CPI began to rise in January 2021, the Federal Reserve did not start raising interest rates until January 2022, a full year later, which was criticized as "extremely poor decision-making." The current concern is that while interest rates are declining, there are signs of rising CPI, which needs to be continuously monitored.
- The "Brand Marketing Company" Nature of Nasdaq and the New York Stock Exchange
U.S. stock trading is not monopolized by exchanges (unlike A-shares and Hong Kong stocks); any stock can be traded on 13 exchanges plus dark pools, which is the institutional basis for U.S. stocks going on-chain. The event coincidentally witnessed the ringing of the bell for Fidelity's collateralized SOL ETF, marking a historic moment in the integration of stocks and blockchain.
- Four Major Directions in Which Wall Street Has Embraced Blockchain
Payments and light settlement (stablecoins have seen a trading volume of $50 trillion in the past 12 months), Tokenization (RWA), trade financing, and data applications. BlackRock's BUIDL fund has reached a scale of $3 billion; even though JPMorgan's CEO publicly calls it a "scam," the company had already laid the groundwork for JPM Coin and high-frequency settlements on the Base chain back in 2017.
- Real Challenges in RWA Implementation and Opportunities in 2026
Real estate RWA often fails due to decentralized decision-making; the path for commercial complexes is "low-cost acquisition of declining malls → reoperation → redistribution of shares." Starting January 1, 2026, the U.S. "crypto company safe harbor" policy will be implemented (get on board first, pay later), which is expected to significantly reduce issuance costs.
III. The Most Hardcore Insights from the Private Session for Students (30 Pages of Highlights from Zheng's PPT)
- The "4P Screening Method" for Digital Asset Hedge Fund FOF (selecting 12 from 500)
- Investment Principles from Former Oppenheimer Gold Fund Head Li Shanquan: Independent thinking, ability circle, stable mindset, dynamic problem-solving, and contrarian thinking; predicting a future currency "tripod": gold + fiat currency + Bitcoin
- The Most Certain Tracks for 2026: Stablecoins + RWA, AI × Crypto, personal trust funds, cash flow enterprises "holding + IPO" indirect listing
IV. Full Summary
President Yu Jianing emphasized at the end:
The current 30% pullback is merely institutions washing their chips under the guise of macro conditions, and the long-term allocation is still increasing. 2026 is not the end of the "four-year cycle," but the beginning of the "institutional cycle fully dominating." New U.S. policies, interest rate cuts, safe harbor policies, and the pro-crypto team of Trump coming to power are all macro variables moving in a favorable direction.
"Now is not the time to ask about bulls and bears, but whether you want to get on board. Missing the layout window is scarier than short-term volatility losses."
See you in New York in 2026.
But the layout must start now.
Note: The content of this article is a transcript of the live sharing class and is for learning and exchange purposes only. It does not represent the author's personal investment advice or views. Investing in digital assets carries risks; please make independent judgments and participate rationally.
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