Head of compliant platforms usher in growth turning point: Layer 2 and RWA tokenization become core driving forces

2026-01-08 13:48:11

【BlockBeats】A certain leading compliant platform has recently received positive institutional attention. According to reports, a major U.S. investment bank has upgraded the platform’s rating to “Buy,” and the reasoning is quite interesting — the stock price has already fallen nearly 40% from its July high, which actually makes the valuation more attractive.

From a business perspective, the platform’s activities are indeed accelerating. Progress is being made simultaneously in stock trading, ETFs, and prediction markets, with a clear increase in pace. More importantly, its Layer 2 network is regarded as a growth engine at the infrastructure level, with considerable potential. Additionally, the platform’s asset tokenization products are expected to play an important catalytic role in the RWA (Real-World Assets) track.

In terms of valuation, the price-to-earnings ratio has decreased by about 40% compared to mid-2024, indicating a significant adjustment in market pricing. The target price set by the investment bank is $340, which suggests about 38% upside at current prices. More importantly, the bank believes this platform has long-term industry leadership potential and should remain a mainstream participant in 2026 and beyond. Therefore, this wave of decline might be an opportunity for reallocation.

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PoolJumper

· 01-10 21:48

A 40% drop is an opportunity? I've heard this kind of pitch from investment banks too many times haha Layer 2 definitely has potential, but RWA is still a bit speculative... Target price 340? Let's wait and see if this rebound can hold steady before making any moves

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GasFeeTherapist

· 01-09 18:08

A 40% drop might actually be a buying opportunity? I find this logic a bit hard to believe... but Layer 2 and RWA are indeed the next big trend. --- A target price of $340 sounds quite tempting, just not sure how long we'll have to wait for it to take off this time. --- Honestly, tokenization of RWA does have some imagination space, the key is whether the platform can really deliver something. --- Another "buy signal when it drops"... I'm tired of this pitch from investment banks. When will they start saying something new? --- Layer 2 infrastructure + RWA dual-driven, once the logical chain is clear, it all depends on execution. --- Why does it feel like every time it's "now the valuation is cheap," then it drops another 50%... getting a bit numb. --- If the prediction market really takes off, it could indeed be a watershed moment. --- Stop the hype, just show some real results, otherwise it's all just PPT.

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SignatureLiquidator

· 01-08 14:17

A 40% drop is actually a buying opportunity? I've heard this logic too many times, always claiming the valuation is cheap... but what’s the result? Layer 2 and RWA are indeed stories, but how many can actually make money? It still depends on execution. A target price of $340, the tone from the investment bank is a bit aggressive, be careful when taking over.

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SchrodingerWallet

· 01-08 14:14

A 40% drop is actually a bargain? I've heard this argument too many times, always claiming it's the bottom... Layer2 and RWA are indeed attractive, but it's still early for real implementation. Don't be fooled by the hype. Target price of 340... I'm actually more worried with such optimistic investment bank forecasts. I feel like there's something left unsaid. Cheap valuation ≠ necessarily a buy. The risks still need to be carefully considered.

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AirdropCollector

· 01-08 14:03

They started bragging after dropping 40%. I'm a bit tired of hearing this kind of talk. Layer 2 and RWA tracks are indeed hot, but can they really turn things around? Let's wait and see.

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MetaverseHermit

· 01-08 14:01

Is a 40% drop a bottom signal? Why do I feel like this explanation always works... --- Layer 2 and RWA tracks do have potential, but how much this platform can really land still depends --- $340? Just listen, don’t take it seriously --- It’s the same story about "valuation valleys," told every time --- I’m quite optimistic about RWA tokenization, but can this platform really capture market share? --- Buy when it drops? Why haven’t I achieved financial freedom then? --- Layer 2 infrastructure sounds good, but there are a bunch of competitors, and who will win is still unknown --- Target price $340... Are investment banks this conservative? Or are they just unsure? --- Regulated platforms rising is indeed more stable than fly-by-night projects, but is the pace really that fast?

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