#证券代币化与RWA Circle's launch of the Arc Developer Fund is a move worth paying attention to. From an on-chain perspective, this is paving the way for the RWA ecosystem— the five directions supported by the fund all point to a core logic: reducing the technical barriers and costs of bringing real-world assets on-chain.

The focus is on those private, composable infrastructure projects. On-chain markets with low-latency architectures, deterministic settlement energy protocols—these are all addressing the real pain points faced by RWA—speed and settlement certainty. Previously, the bottleneck for RWA was not technical feasibility but practicality and cost.

Circle's stablecoin and payment network already control the key nodes for fund inflows and outflows. Now, by establishing the developer fund to grow the ecosystem, it’s akin to building a complete on-chain financial closed loop. This trend warrants tracking the flow of funds— observing which projects receive funding, the scale of their financing, and how this reflects institutional attitudes toward the Arc ecosystem.

Recently, the on-chain activity in the RWA sector should see new growth points. Monitoring changes in related contract interaction data can be a key focus.