美联储理事表态支持RWA代币化，传统资产上链迎来政策东风

Core Viewpoint - The recent statement by Federal Reserve Governor Christopher Waller indicates a significant policy shift towards the acceptance of tokenization of real-world assets (RWA), providing strong momentum for the on-chain process of traditional assets [1][12]. Group 1: Policy Shift - Waller's recognition of the technical aspects of smart contracts and tokenization provides a solid policy foundation for the development of RWA tokenization [3]. - The U.S. Securities and Exchange Commission (SEC) is actively working to construct a regulatory framework that accommodates the tokenization of traditional assets, moving from a defensive to a proactive stance [4]. Group 2: Market Response - Major financial institutions are accelerating their entry into the market, with WSPN announcing six stablecoin application scenarios to standardize products in supply chain finance, corporate fund management, and cross-border settlements [6]. - The total asset scale of RWA has reached $26.71 billion, reflecting a 5.1% increase over the past 30 days, with the number of asset holders growing by nearly 10% to 367,879 [7]. Group 3: Implications for Asset Holders - The clarity in regulatory attitudes reduces policy uncertainty, allowing for a more predictable development environment for asset tokenization [8]. - The endorsement of smart contracts and tokenization technologies by regulatory authorities provides authoritative backing for the feasibility of on-chain traditional assets [9]. Group 4: Global Trends - The shift in U.S. regulatory attitudes, alongside proactive explorations in RWA by financial centers like Hong Kong and Singapore, is accelerating the global trend of traditional asset tokenization [10].