2025-12-25 02:27:04

Can you imagine such a scenario—an RWA project once on the brink of collapse, with data lagging and trust collapsing, about to completely break down? Then suddenly, a brand-new infrastructure is integrated, pulling it back from the edge. This is the story of some real-world asset projects in trouble in the first half of 2025.

Frankly, the "resurrection" of the crypto world has never been about luck, but about thorough transformation at the infrastructure level.

Those projects that nearly hit zero, where is the root of the problem? It lies in the chasm between the "real world" and the "on-chain logic." Think about it—by 2025, in a market dominated by institutional funds, the era of trying to finance on ETH or BNB just by holding property deed photos or PDF audit reports is long gone. The market's eyes are sharp—no more promises; they want real-time, verifiable, highly liquid hard data. Nothing else will be accepted.

Why are RWA projects so prone to "sudden death"? The core issue is the valuation black box. When a project is linked to U.S. Treasuries or cross-border trade financing, and the on-chain valuation swings, if the liquidation mechanism relies on centralized, low-frequency price feeds, then during sharp market fluctuations, delayed price feeds can lead to increasing bad debt, and liquidity can dry up in an instant.

The new type of oracle infrastructure changes this situation. It is no longer just a traditional data intermediary but more like giving these "critically ill" protocols a digital heart—a real-time, multi-source, verifiable data flow network. Through modular architecture, it achieves comprehensive, real-time perception of complex physical assets, turning on-chain price discovery from passive reaction into active monitoring.

What does this mean? It means RWA projects' liquidation mechanisms can truly respond to market changes, significantly reducing bad debt risk, and maintaining liquidity at healthy levels. For those projects that have been "sentenced to death," this is their chance to turn things around.

ETH-0.4%

BNB-0.22%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

18 Likes

Reward
18
7
Repost
Share

Comment

0/400

NonFungibleDegen

· 8h ago

yo ser, so basically RWA infra is just a cope machine for dead projects or...? nah fr the oracle stuff lowkey makes sense, real-time feeds > pdf audit reports any day. still doesn't mean i'm not down bad on my bags tho lmaooo

Reply0

StablecoinSkeptic

· 8h ago

Another story of a "infrastructure savior"... Alright, oracles indeed need to be reliable, but the real question is—how many RWA projects dare to truly put their data on the chain?

View OriginalReply0

OfflineValidator

· 8h ago

Oracles are indeed the key to RWA. Previously, those projects failed due to information asymmetry. Now that real-time price feeds are available, they have truly come to life.

View OriginalReply0

ServantOfSatoshi

· 8h ago

Ultimately, it's still the oracle that’s the problem. The previous RWA projects failed because of the data black box issue... Now, finally, there is infrastructure to fill this gap.

View OriginalReply0

TokenStorm

· 8h ago

Price feed delays are indeed a pain point, but the question is whether the new oracle solution can truly solve it or if it's just another black box. It depends on what the on-chain data says. RWA failures are due to information asymmetry. Now, with the new infrastructure in place, can it survive? I'll wait for backtest data to decide. Breaking the valuation black box and reducing liquidation risk is truly beneficial, but who can guarantee that the new architecture doesn't introduce new risk factors? The reduction of bad debt risk sounds great, but how long can this rebound last? The eye of the storm is the safest place. Projects that are currently using this logic should calculate where the actual liquidation price is, and not be fooled by the illusion of liquidity.

View OriginalReply0

HodlVeteran

· 8h ago

Haha, this is what I thought after losing heavily in 2018. Data lag is a ticking time bomb. That's right, without real data flow, it's playing with fire and will eventually fail. RWA's turnaround depends on solid infrastructure, not storytelling. The market really doesn't buy that. Another round of "narrow escape" stories, and it will depend on who can survive until next year.

View OriginalReply0

CrossChainMessenger