Web3 Venture Capital's New Direction: Productive RWA, AI Asset Management, and Compliant Stablecoins Become Key Focus Tracks

PriceOracleFairy · 2026-01-09T10:54:13+00:00

A well-known Web3 venture capital firm has been awarded the Best of the Year. The person in charge shared their focus areas for investment, including productive RWA, AI-driven asset management, and compliant stablecoins. The institutional investment strategy indicates that Web3 is transforming into practical value, emphasizing the importance of technological innovation and commercial implementation.

PriceOracleFairy

2026-01-09 10:54:13

Abstract generation in progress

【Blockchain Rhythm】 Recently, there has been a good indicator in the Web3 investment circle. A well-known Web3 venture capital firm has been recognized as the “Best Web3 Venture Capital Firm of the Year” for its global ecosystem layout.

The head of this firm, Alec, shared some interesting investment ideas at the recent Wealth Management Summit. He pointed out that the most worth关注的赛道 (tracks to watch) currently include three directions:

Productive RWA — An important direction for on-chain实体经济 (real economy), tokenizing assets that can generate genuine收益 (returns);

AI-driven automated asset management — Combining artificial intelligence for asset allocation and risk management;

Regulatory-compliant stablecoins and payment gateways — Infrastructure to address payment compliance and settlement efficiency.

The underlying logic is clear: the real opportunity in Web3 is not in vague concept hype, but in the integration of technology and实体应用 (practical applications). The investment pace of this firm over the past few years also confirms this point, from blockchain基础设施 (infrastructure) to innovative applications, and now focusing on early high-value projects, each step riding the industry风口 (trend).

From award recognition to investment insights, the signal conveyed is: by 2025, the development direction of the Web3 ecosystem is shifting from泡沫炒作 (bubble hype) to practical价值 (value). Projects that truly survive will need to combine技术创新 (technological innovation) and商业落地 (business implementation).

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NoodlesOrTokens

· 5h ago

Productive RWA indeed has room for imagination; it's much more reliable than those pure concept coins. AI asset management sounds good, but honestly, who really trusts AI to handle their money? Compliance stablecoins should have been the focus long ago; otherwise, how can they be used on a large scale? These three directions really hit the mark; finally, it's not just about hype every day. RWA needs to be reliable; there's too much fluff right now. It sounds good, but the key is who can actually deliver.

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SandwichDetector

· 9h ago

Productive RWA is indeed interesting; finally, someone is telling the truth, not just hyping the concept. Actually, stablecoin payment gateways are the underlying demand; everything else is just show. I've been hearing about RWA for three years. When will we see truly profitable projects? It's the same old rhetoric—good news is followed by bad news. Let's wait and see the results. The combination of AI asset management + RWA might work; this idea seems pretty good. All these directions need to be profitable; no matter how good the talk, it's useless if there's no profit. Stablecoins are indeed fundamental, but can they pass the compliance hurdle? I'm a bit worried. Once a profitable RWA project emerges, I’ll believe it. Right now, it's all PPT fundraising. Finally, some funds see through it;虚无 projects should be shut down. Returning to实体 is the real way.

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wrekt_but_learning

· 01-09 11:23

RWA is indeed a bit tricky, but when it comes to compliant stablecoins... I really don't know who can break through. Real yield ≠ real implementation, don't treat concepts as meals. AI asset management sounds good, but who will bear the risks? Another "Best of the Year" and investment ideas... It's better to earn steadily than just talk nicely. I only trust RWA among these three directions; the other two still need to be looked at. Talking on paper, come back when there are projects that actually make money. The on-chain production assets are inevitable, but the question is when they will really be usable.

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NFT_Therapy_Group

· 01-09 11:22

Productive RWA is indeed quite interesting. Compared to those pure concept plays, it's much more reliable. Artificial intelligence + asset management? Someone should have been doing this a long time ago. As for stablecoin payments... I feel we still need to wait until regulations loosen a bit more. Real returns vs. air coins, this time someone finally sees through it. If RWA can truly connect to the real economy, that would be a real turnaround for Web3. All three tracks point to one thing — technology has to be useful. Legitimate stablecoins sound good, but the key is still whether all countries recognize them. Alec's judgment is basically saying that the era of speculation is over. This wave of investment directions is reliable, but why are these projects all so hard to get started...

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BasementAlchemist

· 01-09 11:09

Productive RWA is indeed the real deal, much more reliable than those air coins. Compliance stablecoins have long been a focus; otherwise, they will always be beaten by traditional finance. AI asset management has a bit of a hype vibe, it feels like another wave of concept trends. To be honest, the prospects for RWA are good, but I'm just worried about another round of rug pulls. Among these three tracks, stablecoins are the infrastructure, the others are still just hype. Another "Best of the Year," I'm tired of the VC jargon. On-chain实体经济, it sounds good, but how many have actually been implemented? When will domestic compliance catch up? If RWA can really be developed, it could truly change the game. These words sound reasonable, but who can predict the market trend with 100% certainty? It's all about luck.

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StakeHouseDirector

· 01-09 11:08

Productive RWA is indeed reliable, compared to those purely speculative projects. Honestly, stablecoins should have been integrated long ago; otherwise, there's no way to enter the off-chain market. AI asset management? Sounds smooth, but how exactly will it be implemented... A combination of compliance + RWA is the right approach; everything else is gambling. I'm a bit curious about their actual holdings data—how much credibility can we really give to these forum statements? On-chain real economy, we've been talking about it for three years. When will it really see large-scale adoption?

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