Crypto Asset Market for 2027: RWA, DePIN and L2投資家d by Investors

Contact

The cryptographic asset market for 2027 has been shifting from機ulsions to infrastructure used as financial, AI, payment and data infrastructure.

However, not all symbols have real demand.

There are three areas to focus on:

分野	What we do	Investors
RWA	Tokenize national bonds, real estate, money, and credits	Legal, Backed Assets and Redemption
DePIN	Disperse physical infrastructure such as GPU, communication, map and storage	Real use, remuneration design for suppliers, continuous demand
L2 Modular	Build a foundation for using blockchain at high speed and low cost	Fees, Developers, Revenues and Ecosystems

Note that the half-life of Bitcoin is required.

The last half-life is expected to be around 2028 in April 2024.

For this reason, it is mistaken to read "half-life in 2026 and the next year effect in 2027".

How to see the cryptocurrency market in 2027

It is important to think about the cryptographic asset market in 2027 to see what is used for, as well as the price.

The cryptocurrency market in the past has been noticed in the trend of Bitcoin half-life, financial mitigation, personal investor funds, and meme coin.

However, in the future, it is more important to have the following actual needs:

Is it actually selling commission income?
Why companies and developers continue to use
Design to withstand regulatory requirements
Is the design that remains valuable to holders?
Is fluidity sufficient?

If you look at crypto assets like stocks, you need to see not only the future story, but also sales, users, costs and regulatory risks.

Note: Bitcoin half-life is not 2026

Bitcoin is designed to be half the mining reward every 4 years.

The last half-life is April 2024. 3 from 25 BTC. 125 BTC

The next half-life is expected to be around 2028.

Therefore, it is dangerous to judge mechanically strong as "half-life next year" in 2027.

If you think about the market in 2027, you should see not only the half-life cycle, but also the risk tolerance of interest rates, ETF funds, regulations, table。, AI-related demands, and institutional investors.

Focus Area 1: RWA

RWA is an abbreviation of Real World Asset and is a field ofブロックチェーンing real assets on blockchain.

Assets that are easy to target include U.S. bonds, short-term financial instruments, real estate, gold, private credits and funds.

In simple terms of the mechanism, we create a legal instrument that holds and manages real assets and express its rights and 分ity as aブロックチェーン on the blockchain.

Investors access asset ownership, yield, and reimbursement claims through s.

Why RWA?

The reason why RWA is attracting attention is that it can bring “real interest” to the world of crypto assets.

Conventional DeFi is a structure that depends on the borrowing and transaction fees of crypto assets, and the yield is likely to be slower if the market is worse.

On the other hand, if you are a現実 backed by U.S. bonds or short-term financial products, you can easily handle real interest rates on-chain.

Like BLIDRock’s BUIDL, RWA is a symbol that traditional financial institutions haveファンドized funds.

However, RWA is not safe because it isトークンized.

The following points are:

Check items	What to see
Backing Assets	What is actually holding?
管理者	Who stores and manages assets
Legal rights	What kind of claims are available to holders
償還	Terms and Limitations for Cash
規制	Securities Law, Sales Target, Registration Status

RWA is closer to the fact that it thinks that it is a field of dealing with financial products in blockchain rather than cryptographic assets.

Focus Area 2: DePIN

DePIN stands for Decentralized、 Infrastructure Networks.

It is a way to create a decentralized physical infrastructure by connecting personal and corporate GPUs, CPUs, storage, communication devices,センサー and in-vehicle cameras.

Tokens are paid for participants who provide infrastructure.

Typical areas can be organized as follows:

領域	Example
Decentralized GPU/ ulated Resources	、ulation for AI reasoning, rendering and machine learning
Distributed Storage	Data storage and backup
Distributed communication	Wireless communication, IoT network
Decentralized Map and Data	Drive recorder, location information, road data

Why DePIN?

There is a growing demand for AI in the background of DePIN.

A large amount of GPU is required for learning and reasoning of AI models, but the usage fee for large clouds is high and the supply is limited.

That’s why we’re attracting attention to the mechanisms that use only the people who need it by linking other computation resources around the world.

For example, Akash Network has a marketplace for decentralized clouds, and Render Network has launched GPU rendering and decentralization of computing resources.

There is also a project that collects road data with in-vehicle camera and utilizes it as map data.

However, DePIN is more effective than the、 price.

The long-term value will be less likely to remain if the user does not generate enough sales by simply rewarding the supplier.

Investors are practical to see in the following order:

Who uses the network
Is the usage fee actually paid?
Is it too much to rely on rewards?
Is it cheaper, faster and more convenient than competing clouds and existing infrastructures?
Is the balance between the supplier and the user unbalanced?

Focus Area 3: L2 and Modular Blockchain

Layer 1, such as Ethereum, places importance on safety and dispersion, while there is a weak point that is easy to charge when congested.

Layer 2.

Layer 2 is a mechanism that performs a lot of transaction processing outside of the main chain and records only results in Ethereum.

Arbitrum,mism, Base, zkSync, Starknet, etc.

Why L2 is important

Ethereum’s Demoun upgrade introduced a data area called Blob by EIP-4844.

This makes it easier to lower the cost of roll-up to put data on Ethereum and leads to lower fees for L2.

This is an important change in blockchains across general apps, games, payments and financial services.

In addition, in the modular blockchain, we think of the following functions:

Features	Function
Run	Handle transactions and smart contracts
Payment	Determine final correctness
Data Availability	Save transaction data in a verifiable form
検証	Check if there is any fraud

It is easy to reduce development costs and commissions by sharing everything in one chain rather than integrating it into a good chain or layer.

As an investor, it is important to see whether a developer and a user gathers, rather than simply searching for a "fast chain".

Investment Policy: Core Satellite

Crypto assets have a high value movement, so the risk of 暗号ing the entire asset is too high.

In reality, the idea of core satellite is easy to use.

区分	Function	Example
Core	Long-term core assets	Cash, Stock Index, BTC, ETH, etc.
Satellite	Small investment in growth	RWA, DePIN, L2, Individual Altcoin, etc.

BTC and ETH are relative liquidity and high-profile assets in cryptographic assets.

On the other hand, RWA, DePIN, and L2-related individualプロジェクトs have a strong theme and many projects fail.

For this reason, it is basic to suppress Altcoin to "the extent that no cats will affect their lives"

For example, it turns only a part of surplus funds into crypto assets, and the theme symbols are even smaller, mainly BTC and ETH.

Determine the rules

In cryptographic assets, it is rare to fall at once after the rise.

It is important to decide not only the reason to buy, but also the conditions to sell.

For example, there are the following rules:

Recall the original equivalent when doubled
Sell a part if the portfolio ratio exceeds the limit
If the project does not grow, withdraw
After listing on exchanges and materials, it is too greedy
Leave cash to pay taxes

Crypto asset investments are more important than the most common benefit.

Major Risks

The risk of cryptographic assets is not only price ctuations.

The following four are always conscious.

Risks	内容
Regulatory risk	Securities regulations, stable coin regulations, and sales in each country
Security Risk	hacking, private key outflow, ッシング, fake site
Spreads that cannot be sold when you want to sell
Tax risk	Income calculation, declaration leakage, lack of tax payment

In Japan, problems related to crypto assets and warnings to unregistered companies are issued by the Financial Services Agency.

In addition, if you gain profit from selling or using crypto assets, you need to check the tax handling.

When the price rises, you need to pay attention to fraud, fake apps, solicitation via SNS, and the need to enter private keys.

Comparison with shares, gold and real estate

Crypto assets are quite different from other assets.

Investment	Expected return	Change width	Main role
Crypto assets	High potential	Very big	Attack on Growth Themes
Participation in economic growth
No interest but strong	中	Inflation, preparation for unstable market
Real Estate	Rent income	Issues from priceがctuations	Cash Flows and Real Assets
Cash	Low return	Small	Life Defence, Exp s

Crypto assets are not the main role of asset formation, but the position of participating in growth with surplus funds is位置.

First of all, it is easier to make a base for life defense funds, cash, stocks, etc., and then decide the ratio of crypto assets.

In the cryptocurrency market for 2027, RWA, DePIN, L2, and modular blockchain are an important theme.

RWA focuses on real-world asset yields and legal regulations, DePIN is the foundation for AI, data demand, and L2 as a foundation for daily use of blockchain.

However, it is different that the theme is strong and the investment target is excellent.

Investors need to check their real demand, revenue, regulation, liquidity and tax, not stories.

Crypto assets can be a big return, but the loss when failed is also a big asset.

RWA, DePIN and L2 related are small while focusing on BTC and ETH.

The sense of distance is現実 in cryptocurrency investment for 2027.

出典

This article is based on the general trends in the cryptographic asset market and public and official information. We do not guarantee future prices or profits.

This article is for educational and informational purposes only, based on public information. It is not a recommendation or solicitation to buy or sell any specific security or financial product. Although care is taken with accuracy, the content and future investment outcomes are not guaranteed. Final investment decisions should be made at your own judgment and responsibility.