Polka Capital Group Officially Established: In-Depth Analysis of Polkadot Ecosystem RWA Tokenization Strategic Layout and New Opportunities for Institutional Get on Board

As the regulatory policies for encryption in the United States become clearer (such as the passage of the GEN Act), Polkadot announced the establishment of the capital market department Polkadot Capital Group, aimed at bridging the connection between traditional finance and the Blockchain ecosystem. This initiative will focus on RWA (Real World Asset) tokenization, stake services, DeFi primitives, and exchange infrastructure, providing institutions with a compliance entry point. This article analyzes how the Polkadot ecosystem can seize the trillion-dollar institutional digital asset market from three dimensions: Polkadot's technical architecture, competitive landscape, and the explosive potential of the RWA market.

Polkadot's Strategic Upgrade: From Technical Infrastructure to Capital Market Bridge

Polkadot has recently officially established Polkadot Capital Group, a Capital Market department that will focus on connecting traditional finance with the Polkadot Blockchain ecosystem. By showcasing practical cases such as Decentralized Finance (DeFi), stake, and the rapidly growing RWA tokenization, Polkadot aims to position itself as the core infrastructure for institutional-level digital asset services. The department emphasizes lowering the barriers for institutions to enter the encryption ecosystem through expert-led educational resources and compliance navigation services, enhancing the platform's long-term credibility.

Technical Architecture Empowering Institutional Applications

The core technological advantages of Polkadot lay the foundation for its institutional strategy: the Relay Chain enables cross-chain communication, parachains support customized blockchain development, and the shared security model reduces development risks, while achieving high interoperability through the XCM/XCMP protocol. These features significantly enhance transaction speed and reduce costs, providing more efficient underlying infrastructure for asset managers, banks, venture capital firms, and exchanges.

The Clarification of U.S. Regulations Creates New Opportunities

Polkadot's strategic adjustment closely follows the progress of U.S. regulatory policies—the advancement of the "GENIUS Act" and other legislative measures for the structure of the cryptocurrency market, clearing obstacles for compliant operations. David Sedacca, head of Polkadot Capital Group, revealed that the team has begun actively connecting with asset managers, brokers, and fund allocation institutions to explore the implementation of scenarios such as asset management, banking services, and over-the-counter trading.

RWA Tokenization Track Explodes: Data and Competitive Landscape

On-chain data shows that the current total value of RWA tokenization on-chain has reached $26.42 billion, covering 365,000 asset holders and 262 issuers. Over the past three years, the RWA market size has surged by 380%, reaching $24 billion by June 2025. Standard Chartered Bank predicts that the market will exceed $30 trillion by 2034, while BCG is optimistic about reaching a scale of $18.9 trillion by 2033.

• Prometheum raised $20 million by issuing tokenized securities, promoting the on-chain of traditional securities.
• Digital Asset secured $135 million in funding to build the Canton Network, focusing on the tokenization of bonds and gold for regulated financial institutions.
• Polygon, in collaboration with ObliGate, issues USDC-denominated bonds, reducing intermediary steps by 75% and increasing issuance speed by 5 times.

Challenges and Risks: Liquidity Fragmentation and Compliance Disputes

Despite its promising outlook, RWA tokenization still faces issues such as liquidity fragmentation, restricted secondary market trading, insufficient participant numbers, and high custody/whitelist thresholds. Prometheum co-founder Aaron Kaplan warned that tokenized products lacking real asset backing are akin to gambling, emphasizing the importance of compliance and investor rights protection.

Conclusion

The establishment of Polkadot Capital Group marks a key transformation in the Polkadot ecosystem from technical construction to capital integration. By staking on the trillion-dollar track of RWA tokenization, Polkadot is expected to leverage regulatory dividends and the wave of institutionalization to reshape the paradigm of integration between traditional finance and Blockchain. However, whether it can solve the liquidity dilemma and compliance complexity will determine its final market share.