#稳定币与RWA代币化 Haseeb's 2026 forecast includes a detail worth noting—stablecoin supply has increased by 60%, but the proportion of USD stablecoins remains above 99%. This may seem contradictory, but it actually reflects a reality: although USDT's dominant position has slightly declined to 55%, the overall growth potential in the sector is enormous.

From a follow-trade perspective, what does this mean? The expansion of stablecoins will inevitably be accompanied by an increase in on-chain liquidity, and RWA tokenization is becoming the main vehicle for these liquidity flows. I have observed several experts managing DeFi stablecoins and RWA sectors; their strategic logic is very clear: during the explosive growth phase of stablecoin supply, RWA, as a tool to mirror physical assets on the chain, will significantly enhance risk-bearing capacity.

However, caution is needed here—while Bitcoin breaks through $150,000, a decline in market share indicates funds are dispersing into other sectors. When following such strategies, my advice is to layer your follow-trades and avoid putting all your chips into a single direction. Those with high risk appetite can follow aggressive players focused solely on RWA, but it’s essential to allocate some stablecoin strategies to hedge. True gains come from timing and rhythm, not from betting on a single narrative.

Having practiced this many times, the biggest lesson is: wait for certainty to appear before increasing your position, rather than chasing the hype.