以太坊基金会确立后量子安全路线，智能体通信标 准加速商业闭环 产业研究中心 产业观察 [table_Header]2026.02.02 摘要：AI、量子计算跟区块链底层协议结合加深，加密合规化进展仍在加速 [Table_Summary] 量子防御提上日程，智能体经济确立交互标准 以太坊基金会确立后量子安全为首要战略，底层加密原语面临迭代 Optimism 发布 Superchain 后量子路线图，模块化层级同步跟进安全升级 Celestia 推出私有区块空间解决方案，利用零知识证明平衡数据可用性 ERC-8004 标准部署主网，定义 AI 智能体无需信任通信接口 StoryProtocol 联合 OpenLedger 推出 IP 授权标准，实现可编程版权管理 KiteAI 发布主网路线图，重构适应机器代理的高频支付技术栈 ZetaChain2.0 启动 AI 应用测试，全链抽象能力赋能跨链隐私记忆 Tezos 完成 Tallinn 协议升级，优化共识算法大幅降低区块延迟 Zcash 基金会发布 2026 战略，推进 FROST 门限签名技术普及 美股企业试水资产上链，ETF 策略向收益增强演进 VanEck ...

Core Insights - OFA Group's Hearth platform has successfully transitioned from development to active production, managing real estate and mortgage assets [1][3] - The global capital markets are increasingly moving towards tokenized securities, with OFA Group positioning Hearth as a key player in this shift [2][11] Group 1: Hearth's Functionality and Deployment - Hearth is a non-custodial infrastructure platform designed for the digitization and management of institutional real estate and mortgage assets, without acting as an issuer or broker [5][12] - The platform supports the digital representation and governance of real estate equity assets, lifecycle management of mortgage exposures, and synchronization of on-chain and off-chain data [6][8] - Hearth's deployment marks its evolution into a live infrastructure system managing real assets and cash flows [3][4] Group 2: Market Position and Future Plans - OFA Group believes that real estate and mortgage-backed assets are leading the adoption of real-world asset (RWA) digitization due to their structural characteristics [4][9] - The company plans to expand Hearth's support to third-party real estate sponsors and institutional originators, ensuring scalability for broader institutional adoption [10] - Hearth's commercial model is based on a technical service fee of approximately 1.5% of the total RWA supported for each client, which is expected to generate recurring revenue [12] Group 3: Industry Context and Governance - As global exchanges explore tokenized securities, OFA Group anticipates a structural division in capital markets, requiring real estate and mortgage assets to achieve digital readiness before engaging with secondary markets [9][11] - The long-term value of RWAs is seen in durable cash flows and institutional-grade governance rather than transaction velocity [11][15]

Core Insights - OFA Group clarifies the scope and functionality of its Hearth platform, emphasizing its role as a non-custodial technology infrastructure for digital record-keeping and workflow coordination related to real-world assets [1][2]. Platform Nature - Hearth is operated by Hearth Labs, Inc., a wholly owned subsidiary of OFA Group, and is designed exclusively as a non-custodial, technology-only infrastructure platform [3]. Platform Functionality - At launch, Hearth's functionality is limited to technology services, with all asset ownership, financing, issuance, and investor engagement activities occurring outside the Hearth platform [5]. Relationship to OFA-Affiliated Assets - OFA-affiliated entities may use Hearth solely as a technology tool for internal data coordination and record-keeping, without implying any issuance or marketing of securities [6]. Tokenization Clarification - Digital tokens generated through Hearth function solely as non-fungible tokens (NFTs) for record-referencing and audit-support purposes [7]. Restrictions on Platform Operations - Hearth does not hold, custody, or control funds or assets, nor does it act as an issuer, distributor, or broker [8]. - The platform does not represent securities or financial instruments and is not designed for secondary trading or speculative use [9]. Forward Platform Development - OFA Group is evaluating potential future enhancements to Hearth strictly within a technology-infrastructure framework, with no current plans for secondary trading or investor-facing marketplace functionality [10]. Strategic Context - Hearth is part of OFA Group's initiative to modernize internal systems and digital infrastructure, aimed at enhancing transparency and operational coordination across asset lifecycles without engaging in regulated financial activities [11].

Core Insights - OFA Group has officially launched Hearth, a real-world asset tokenization platform, through its subsidiary Hearth Labs, Inc. on January 26, 2026 [1] - Hearth aims to bridge traditional asset structures with blockchain technology, enhancing transparency, programmability, and market accessibility while ensuring institutional-grade controls [2] Platform Functionality at Launch - At launch, Hearth serves as a primary distribution platform for tokenized real-world asset products from OFA Group and its affiliated entities [3] - The platform is designed to be modular and extensible, with future capabilities expected to be introduced as regulatory and technical conditions allow [3] Near-Term Asset Pipeline - OFA Group plans to onboard significant development assets onto the Hearth platform, sourced from its existing pipeline and strategic partners, indicating a major expansion of initial offerings [4] Strategic Milestone - The launch of Hearth is a key part of OFA Group's digital transformation strategy, integrating architecture, asset development, and emerging financial technologies [5] - Hearth is intended to support various asset classes, including real estate and infrastructure, focusing on long-duration, capital-intensive projects [5] Management Perspective - OFA Group management believes that real-world assets will increasingly transition to programmable financial systems, with Hearth designed to align disciplined asset origination with modern digital distribution [6] Platform Features - Hearth supports project-specific issuance structures, investor onboarding for primary issuances, compliant workflows, and secondary trading functionality [7] - The platform will evolve with additional features, integrations, and asset offerings following its launch [8]

Core Insights - OFA Group's real-world-asset platform, Hearth, is on track for a full release by late 2025 or early Q1 2026, designed to tokenize and manage income-producing assets on a blockchain-native infrastructure [1][7] - The platform will support various digital asset structures and is engineered for both internal and external issuers, ensuring a standardized and compliant process for asset tokenization [2][5] Development Progress - Hearth Labs is finalizing the smart-contract deployment layer, which includes issuance contracts, compliance, and asset lifecycle management, currently undergoing an independent audit for security and reliability [3][6] - The platform's foundational contracts are responsible for token minting, asset-level controls, and reporting, with security auditing as the final step before beta testing [4][6] Market Positioning - CEO Larry Wong highlighted Hearth's role in modernizing financial infrastructure by integrating valuation, compliance, and lifecycle management, aiming for broad participation from institutions and investors [4] - COO Thomas Gaffney noted that Hearth is designed to support both OFA and external partners, with plans to accept proposals for tokenizing various real-world assets upon launch [5][7] Future Outlook - Closed beta testing is expected in Q4 2025, with a public rollout targeted for late 2025 to early Q1 2026, and OFA Asset Management plans to issue its first RWA products shortly after the platform goes live [7]