From chain speed to asset size: a shift in public chain narrative

The narrative of an industry tends to move at the most critical nodes. Over the past few years, the focus of competition in the block chain world has been on “who is faster”: TPS, Gas fees, delays — indicators that are almost the only measure of the public chain's strengths and weaknesses。

BUT NOW THE WIND IS CHANGING. AS RWA ACCELERATES LANDING, COMPETITION BETWEEN PUBLIC CHAINS IS SHIFTING FROM “PERFORMANCE INDICATORS” TO “ASSETS CARRYING CAPACITY”。
The new winner is who can trust more real money and gain more institutional confidence。

THIS IS NOT JUST ANOTHER ATTEMPT BY RWA TO GO UP THE CHAIN, BUT A SIGNAL ABOUT THE FUTURE FINANCIAL ORDER — A PUBLIC CHAIN KNOWN FOR ITS SPEED — IS UPGRADING ITS NARRATIVE CORE TO “AUM”。

In this changeKAIOHE PLAYED A KEY ROLE. AS THE LEADING COMPLIANCE RWA INFRASTRUCTURE PLATFORM, IT WILL SUCCEEDBlackRock ICS Liquidity FundandBrevan Howard Macro FundDecorate and choose to deploy inSeeGo on。

What does this mean for ordinary investors

They no longer need banking or institutional channels to interact directly with these top financial products in the chain — to pledge, to redeem and even to use them as collateral or portfolio assets in the DeFi agreement。

In other words, those financial products that used to belong only to institutions and high net value groups are now “moved” into an open, transparent and programmable chain system。

It's a signThe true integration of traditional finance with the decentralised world– BELET IS NO LONGER JUST A SYMBOLIC CASE IN THE BLOCK CHAIN INDUSTRY, BUT BECOMESReal assets that can be called by smart contracts and move freely in chainsI don't know。

NEW BATTLEGROUND: FROM TPS INTERNAL ROLL TO AUM COMPETITION

In the past, public-chain competition was simplified into a technological arms race。

SolanaTo meet the demand for high frequency trading and chain applications with extreme performance and extremely low Gas costs

SuiDeveloper experience and system insulation efficiency are enhanced through “targeted” structures and parallel implementation。

However, when performance gaps are gradually reduced and speed no longer constitutes a barrier, new problems emerge:
Who can attract and retain more money from the real world

SeeDifferent answers were given — to become a “settlement layer” of institutional assets, an infrastructure that is secure and stable in carrying large financial flows。

The old narrative was, "My chain is faster,"
The new narrative is: “My chain is more stable and safer and can host global capital.”

Sei is widely regarded as a “new species” in the high performance public chain. Unlike Solana, which pursues extreme speed, or Sui, Sei, which focuses on structural innovation, the path is much more financial: it does not build new “chains of casinos”, it doesFoundation channels for institutional-level fundingI don't know。

APPROACH FROM TOP: PATH SELECTION AT THE INSTITUTIONAL LEVEL FOR RWA

From the money market to hedge funds to private loans, we could build a complete closed circle through progressive cooperation:By taking over the top-level institutional funds, the real assets of the highest credibility and size are linked。

OVER THE PAST TWO YEARS, MANY PUBLIC CHAINS HAVE BEEN TRYING TO LAND RWA。
Solana's practice is concentrated on “long-term assets” such as small and medium-sized credit certificates and trade finance instruments
Sui has also explored areas such as real estate and supply chain finance。
These pathways are innovative, but they are often constrained by the fragmentation of assets, the complexity of compliance, and their limited scope, which makes it difficult to achieve systemic breakthroughs. See and KAIO have chosen another route:To the top of the pyramid。

This top-down model has three advantages:

• CredibilityBelet ' s emergence was a endorsement of trust, providing a basis for credibility throughout the chain

• Scale effect(A) TOP-LEVEL FUND AUM, WITH HUNDREDS OF MILLIONS OF DOLLARS IN MOVEMENT, A PROJECT COULD BRING ABOUT SIGNIFICANT LIQUIDITY

• Narrative Gravity: When Belet is on the chain, the entry of other agencies is a matter of time。

This strategy is not blind expansion, it isPrecision breach— The transfer of confidence across the industry is driven by a landmark event。

"Second-grade evolution" of a stable currency

THE CURRENT MAINSTREAM STABILIZATION CURRENCIES (SUCH AS USDC, USDT) ARE MOSTLY IN THE FORM OF NATIONAL DEBT AND CASH RESERVES, ALTHOUGH SECURE BUT WITH LITTLE RETURN。
What would happen if part of the reserve were replaced by a chained Beled Fund token

Stabilized currencies not only maintain price anchors, but also generate returns - from “static reserves” to “interest-bearing assets”。

At the same time, these funds can be used as high-quality collateral for DeFi lending and derivative platforms, significantly increasing capital efficiency。

As KAIO officially stated, these tokens “can be integrated into stable currency structures and other DeFi applications as collateral or reserve assets” to “support greater transparency, liquidity and automation of enterprise block chain finance”。

Who can carry the next generation of financial assets

From TPS to DeFi, to RWA, the logic of the public-chain competition continues to evolve. Now, one by oneAUM TO THE COREA new era is beginning。

It's telling a bigger story:

• THE RWA TOP-LEVEL ENTRANCE, WHICH CONNECTS THE BEST FINANCIAL ASSETS IN THE WORLD

• (b) A new reserve base for the stabilization of the currency, facilitating its entry into the 2.0 era

• The location of institutional funds paves the way for the entry of traditional capital into the world。

Perhaps the future of public-chain competition no longer depends on whose code is faster, but rather -Who can win the trust of global capital。