"RWA Hedging Demand" and "Meme Social Grammar" are like the two sides of a coin. RWA + Meme may achieve a deeper ecological symbiosis in the next bull market.

In the second half of 2025, with the implementation of stablecoin legislation and the ongoing trend of RWA on-chain, protocols like Plume will experience explosive growth in TVL, becoming a safe haven for funds seeking stable returns. Meanwhile, Meme assets continue to play the role of "liquidity narrative triggers," especially as themes like AI frequently ignite "firing effects."

In traditional understanding, structured financial assets and emotional Meme narratives are like ice and fire. Institutional funds chase the stable returns of RWA, while retail investors' emotions are instantly ignited by a "meme," triggering a tsunami of liquidity on-chain. Now, they resemble the "chassis + engine" in the operation of funds: RWA supports the principal, while Meme releases liquidity.

On the stage where institutions and retail investors dance together, the solid reality of asset on-chain and the ever-changing Meme narrative trigger are either performing sector rotation or achieving a deeper ecological symbiosis? To address this core issue, this issue of SunFlash Roundtable invites industry research analysts, crypto KOLs, and other guests to focus on the tension and switching between "cold structure" and "hot flow," discussing whether Meme can become a "light narrative indicator" guiding the next phase of liquidity direction under the coexistence of institutional and retail funding structures.

Below is a wonderful recap of this issue of the SunFlash Roundtable.

RWA Explosion: A Funding Revolution Seeking Stability, Driven by Policy and Technology

When the market discusses whether the explosion of the RWA track is due to the liquidity "hedging instinct," Beidouxing pointed out the essence: "Bear market trauma makes funds crave a safe haven anchored in reality." He used RWA tokens linked to government bonds as an example, revealing their dual advantages: RWA retains the stable returns of traditional assets while achieving more flexible liquidity through on-chain collateralized lending than bank deposits.

Tieshu completed the picture from a regulatory perspective, emphasizing that policy relaxation is the spark that ignites the market: "The trial policies in Hong Kong and Singapore send a clear signal that the door for Web3 to access the real economy is opening." In his view, the rush of institutional funds is essentially an early bet on compliance expectations, "Even pigs can fly in a favorable wind; RWA is the current policy windfall."

Youyou used explosive data from Plume to corroborate structural changes: 4 million users on the testnet and $4 billion in tokenized asset management scale confirm that RWA is reconstructing asset logic through a "liquidity revolution." CiCi also provided relevant data: the total locked amount in the RWA field skyrocketed from $2 billion to $8 billion in 2025, and in the first quarter of 2025, RWA collateralized lending caused Aave-related business to surge by 150%. She further explained: "The structural dividend of RWA is like breaking down traditional assets; for example, a house can be divided into 100 shares for sale, making it affordable for ordinary people, with bonds settling in seconds. This technological breakthrough of low thresholds and high liquidity is the core engine attracting traditional financial funds to migrate on a large scale." The community's discussion that "more reliable than trading coins, more flexible than buying funds" precisely indicates that this explosion is not narrative-driven but an inevitable product of stable market demand.

Meme Narrative Evolution: From Center Stage to Rotation Engine

When the host posed the question, "Has Meme transformed from a main narrative to a rotation starter?" Youyou pointed out the market's fatigue: the success rate of Meme launch platforms in 2025 has plummeted. In her view, Meme is undergoing an inevitable transformation from "a $100 billion main narrative in 2024" to "a sector rotation trigger in 2025," "It is starting to serve as an entry point for AI, DeFi, and RWA; this is a transfer of narrative energy rather than its demise." In the long run, she believes that Meme cannot "fall," the attributes of Meme naturally resonate with the psychology of most cryptocurrency players, but in the future, Meme may develop in a more stable direction.

Crypto Tian believes: "Meme has not been marginalized; rather, it has been elevated to the underlying grammar of the Web3 world." He pointed out that project parties are actively "Meme-ifying" to break cultural barriers, "It is no longer a side path but a hard currency of on-chain social interaction." David.eth proposed a theory of Meme evolution: "On one side, traffic tool-like Memes are responsible for igniting emotions, while on the other side, AI-integrated Memes are continuously activating communities. The Meme narrative has not degraded; rather, it is differentiating or transforming." For example, SunPump's AI token issuance tool SunGenX allows users to issue tokens seamlessly and participate in market hotspots, giving projects more vitality.

SunPump's Dual Helix Survival Strategy

In a market environment dominated by structured assets, the development strategy of Meme fair launch platforms like SunPump needs to adopt a dynamic integration model, retaining the original explosive power of emotional triggers while building a conversion channel to real value. The core lies in transforming the viral spread of Meme into a guiding engine for structured assets: on one hand, retaining the original ignition capability of "memes + community jokes" to ensure project cold start efficiency; on the other hand, pre-setting value conversion channels for each Meme token, such as establishing a token staking mechanism that allows holders to exchange for RWA protocol yield certificates or gain stablecoin mining pool bonus rights, allowing speculative funds to naturally flow into real assets.

In the new paradigm of a bull market dominated by structured assets, SunPump's future breakthrough lies in constructing a "Emotion - Value" dynamic converter:

• Retain the original explosive power of Meme: Utilize innovative AI token issuance tools like SunGenX to lower the threshold for token issuance, stimulate community vitality, while providing cognitive entry points for concepts like RWA through viral symbols like SUNDOG and PePe;

• Lay out value accumulation channels: Design token staking to exchange for RWA yield certificates, stablecoin mining pool rights, etc., allowing speculative funds to flow into real assets.

This mechanism can transform the potential for Meme's spread into fuel for real growth, ultimately making the platform a key energy conversion hub in the migration of bull market paradigms.

Conclusion

This roundtable has overturned traditional understanding. The "RWA hedging demand" revealed by Beidouxing and the "Meme social grammar" proposed by Crypto Tian are, in fact, two sides of the same coin. This seemingly fragmented liquidity picture is actually achieving a higher-dimensional unity. Volatility is not synonymous with irrationality but an amplifier of value discovery; innovation is not the opposite of stability but an accelerator of value growth. RWA + Meme may achieve a deeper ecological symbiosis in the next bull market.

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