（来源：吴说） 渣打银行数字资产研究主管 Geoffrey Kendrick 预计，到 2028 年，除稳定币外的链上实物资产（RWA） 市值将从目前约 350 亿美元增至 2 万亿美元，主要活动将集中在以太坊上。他估算，代币化的货币市场 基金和上市股票将各占 7,500 亿美元，其余 5,000 亿美元由基金份额及其他低流动性资产构成。 (TheBlcok) 来源：市场资讯 ...

Group 1 - Billionaire investor Peter Thiel is betting on Ethereum becoming the preferred platform for Real World Assets (RWA) on Wall Street, with his investment firm significantly investing in Ethereum-related assets [1] - Ethereum's price surged 15% recently, reaching a historical high not seen in four years, and has increased over 250% since its low in April [1] - Thiel's Founders Fund holds a 7.5% stake in ETHZilla, which has transitioned to focus on purchasing Ethereum, and a 9.1% stake in Bitmine, which raised $250 million for Ethereum purchases, with its stock price rising over 1000% since June [1] Group 2 - Ethereum is an open-source platform for developers to build and operate applications for trading and lending digital currencies, with a projected market for RWA expected to reach $16 trillion by 2030 [2] - Major financial institutions like BlackRock and Franklin Templeton have launched tokenized money market funds on the Ethereum network, indicating a growing interest in Ethereum as a settlement alternative [2] - Apollo Global Management has also issued a diversified credit securitization fund via Ethereum, with total trading activity on Ethereum exceeding $1.2 trillion this year, up from $960 billion year-over-year [3] Group 3 - Despite the positive trading activity, there are concerns regarding Ethereum's widespread adoption in the financial industry, as traditional financial giants are developing their own platforms [4] - Some trading activities on Ethereum may not stem from genuine financial demand, raising questions about the authenticity of network data [4] - The recent price surge of Ethereum may reflect speculative behavior rather than true recognition of its future potential [5]