In previous articles, I have mentioned multiple times that the rise of AI agents has given me a different perspective on many applications and scenarios.

The emergence of AI agents may completely change the operational logic and methods of many applications and scenarios.

Recently, I came across a video explaining AI online, which led me to new thoughts about RWA.

This is a video from January 22, where Bloomberg interviewed two entrepreneurs.

One is Larry Fink, CEO of the capital giant BlackRock, and the other is Xiaopeng, CEO of the AI company G42.

In this video, Xiaopeng discussed the following points:

• In the future, each of us will have multiple AI agents.
• Cryptocurrency is the currency of AI.
• With the advent of artificial intelligence, videos, text, and audio can all be forged. At that time, the only way to verify authenticity will be blockchain technology, which involves a cryptographic watermark based on blockchain technology, signed by a real person using their wallet to ensure the content's authenticity.
• With AI agents conducting transactions on behalf of humans, there will be a large number of 7 x 24-hour uninterrupted trading markets globally in the future.

Among these four points, the first two have been repeatedly shared in our articles, so our readers should not find them new. The third point is very cutting-edge and interesting, and I share it for everyone to ponder, but I will not elaborate on it in this article.

The fourth point is what I want to focus on today.

My understanding of RWA is:

Its goal is to tokenize off-chain assets using encrypted assets and put them on-chain for trading.

Regarding this sector, I have always struggled to understand what essential need it addresses.

Let's take tokenized U.S. stocks as an example.

Such transactions are essentially trading U.S. stocks. The major players in U.S. stock trading are generally traditional financial institutions. Which of these institutions does not have legal dollar investment channels? Since they have such channels, why would they go through the trouble of converting fiat currency into stablecoins to buy tokenized U.S. stocks on-chain?

If this market is not aimed at large traders, is it targeting retail investors with crypto assets? But looking around, how many retail investors in the current crypto ecosystem are interested in the growth of U.S. stocks? Isn't buying meme coins more exciting? Even if they don't buy meme coins, buying Bitcoin isn't a bad option, right?

It is neither a necessity for large traders nor a desirable option for retail investors, so where exactly is its user base?

Even if we think outside the box and imagine this market has vast potential, my long-standing view is:

Because this sector involves a lot of regulatory issues and negotiations with government departments, it will be a lucrative target for traditional financial institutions, and its relationship with retail investors is minimal. We retail investors are merely spectators in this sector, and the direct benefits we gain are very limited.

In the video mentioned above, Xiaopeng pointed out that 7 x 24-hour uninterrupted trading opens up the ceiling for the RWA sector.

Because AI agents do not need to rest like humans, they can operate around the clock. I believe that AI agents in the financial sector will have immense potential. This means that in the future, there will be a large number of AI agents ready to trade at any time.

Currently, in the global financial market, there are only a few 7 x 24-hour trading markets, and many markets are still divided by time zones and holidays. This is far from satisfying the greedy and bloodthirsty appetite of finance.

Once there is an RWA market, with all financial transactions on the blockchain supporting 7 x 24-hour uninterrupted trading, it will provide great flexibility and profit opportunities for participants aiming to profit through trading. Unlike humans, AI agents do not need to rest; they can conduct various transactions on-chain in real-time.

The first to be attracted to this trading scenario will be countless institutional investors, especially financial institutions engaged in quantitative trading.

Once this scenario is realized, the global financial landscape will be completely overturned, with explosive growth in trading volume, types, and scales.

Such a scenario will not only disrupt the existing crypto ecosystem but will also overturn the traditional financial ecosystem.

Since it is a disruption, it will inevitably encounter resistance.

I believe the resistance from the crypto ecosystem is minimal, but the resistance from the traditional financial ecosystem, especially from regulators, may be significant.

However, with leaders like Trump who are friendly to the crypto ecosystem, I estimate that this situation will change significantly.

Therefore, in the next few years, I believe the RWA market will accelerate its development, and traditional financial giants will do everything possible to build a 7 x 24-hour trading ecosystem on-chain, with trading assets including not only crypto assets but also stocks, foreign exchange, derivatives, and any profitable off-chain assets.

In this video, BlackRock's CEO also appeared. This scene made me feel that traditional institutions' attention to the crypto ecosystem and their follow-up has changed dramatically.

Four years ago, we might have said that we retail investors were ahead of traditional financial institutions, getting into crypto assets before them.

But now I feel that these traditional financial institutions, typified by BlackRock, have already far surpassed many of us retail investors in many aspects. They have greater ambitions and more alternative layout ideas.

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