The RWA Market Might Not Be As Valuable As It Seems

By: cryptosheadlines|2025/05/02 22:45:01
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Airdrop Is Live CaryptosHeadlines Media Has Launched Its Native Token CHT. Airdrop Is Live For Everyone, Claim Instant 5000 CHT Tokens Worth Of $50 USDT. Join the Airdrop at the official website, CryptosHeadlinesToken.com 16h05 3 min read by Eddy S. The crypto market for RWAs (Real World Assets) is largely an overrated illusion according to Chris Yin, CEO of Plume. He challenges the official figures and claims that the current hype is based on false data, far from reflecting the reality on the ground or the genuine interest of institutions. In BriefThe RWA market is overrated: it would be worth 10 billion, not 21 billion as announced.No institution is genuinely placing capital on-chain, despite the storytelling around RWAs.The market remains immature, hindered by the lack of regulated infrastructures and players.The promise of 30 trillion by 2030 seems unrealistic without massive institutional adoption.21 Billion Dollars? Really?The crypto sector never ceases to surprise us with shock revelations, and today it is the turn of Real World Assets to be unmasked. In fact, according to Chris Yin, current estimates placing the capitalization of RWAs at over 21 billion dollars are simply false. “I think all the data is wrong. The real number is closer to 10 billion,” he states, mainly referring to Treasury bonds and gold, with a small portion of private credit.Unfortunately, the crypto data from RWA.xyz confirms this trend! Of the 17.4 billion measured at the end of April 2025, 60% is private credit, 27% Treasurys, and only 8% commodities.The truth is even harsher: according to the CEO of Plume, no institution is actually putting money on-chain. “They mainly try to capture capital from the crypto ecosystem,” he claims. Their goal? To earn more, not to optimize processes or reduce costs. And until the RWA market reaches a significant scale, they will stay away.RWA: A Market Still Too Young to ConvinceAre RWAs doomed? No, but their adoption will take time. Like bitcoin or stablecoins, institutions will only enter when value, adoption, and regulation are clear. Ross Shemeliak, co-founder of Stobox, reminds us of the enormous potential: 99.9% of global companies are private, and therefore eligible for tokenization. So what are they waiting for? Certainly a complete infrastructure similar to that of cryptos:Regulators;Fund managers;Regulated platforms.Presented as a 30 trillion dollar opportunity by 2030, tokenization of RWAs promises a financial revolution, according to Jesse Knutson, COO at Bitfinex Securities. Yet, according to Chris Yin, the real market caps at only 10 billion dollars. Under these conditions, this forecast is more wishful thinking than a credible short-term scenario.The RWA bubble is not about to burst... because it doesn’t really exist yet. This segment of the crypto market remains embryonic, overrated, and largely ignored by institutions despite the emerging revolutions in the sector. Behind the optimistic storytelling, the reality is much more modest: without concrete adoption, RWAs remain a promise, not a revolution.Maximize your Cointribune experience with our “Read to Earn” program! For every article you read, earn points and access exclusive rewards. Sign up now and start earning benefits.Eddy S.The world is evolving and adaptation is the best weapon to survive in this undulating universe. Originally a crypto community manager, I am interested in anything that is directly or indirectly related to blockchain and its derivatives. To share my experience and promote a field that I am passionate about, nothing is better than writing informative and relaxed articles.DISCLAIMERThe views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. 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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins

On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


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