Key points:
1、Hong Kong and Web3 are a strong partnership. Hong Kong’s advantages are not in power supply, data centers, or other infrastructure, but in its status as a financial hub, financial technology talent, talent mobility from the mainland, and institutional connectivity.
2、The hype around AI won’t affect the long-term development of Web3. Outside Hong Kong, CZ is also optimistic about Dubai, Abu Dhabi, and the United States after the policy shift turns to support the crypto industry.
3、The development speed of RWA has clearly exceeded expectations, especially tokenized securities on-chain. Traditional stocks face limits such as account opening, trading hours, and geographic restrictions. Once assets are tokenized on-chain, they can be directly offered to global investors. Next, RWA will be an important direction.
4、Stablecoins are essentially a type of RWA as well—basically moving fiat onto the blockchain. At present, the main ones are USD stablecoins, and in the future, more countries may push their local currencies onto the chain.
5、DEX has come a long way—from Uniswap and PancakeSwap to Hyperliquid. Both the infrastructure and user awareness have matured significantly. If U.S. policy continues to loosen, in the coming years the development speed of DEX and the entire crypto industry may accelerate noticeably.
CZ’s assessment this time was very clear: Hong Kong is looking at finance + Web3; RWA is about moving securities on-chain; and the industry’s next phase will focus on DEX and regulatory relaxation.#币安人生 #RWA
