Looking back at 2025, the World Economic Forum's (WEF) stance on crypto assets was still at a "crossroads," uncertain of which direction to take. However, at the recently concluded Davos 2026, the wind has shifted completely. With the clarification of the U.S. regulatory landscape and the substantial entry of global sovereign funds, Web3 is no longer seen as a "challenger" to the financial system but is being assimilated as the next generation of global financial infrastructure.

This year, tokenization and stablecoins emerged as two central themes at the main venue. Binance founder Changpeng Zhao (CZ) was also invited to participate in the panel discussion titled "New Era for Finance."

Unlike the unrestrained commentary often seen on CT (Crypto Twitter), the remarks from Web3 representatives on such a grand stage were noticeably more restrained. However, this did not conceal their underlying ambition that "Web3 will change the world."

The forum released a powerful signal: the narrative of cryptocurrency has shifted from mere asset speculation to the deep waters of Tokenization and Payment Innovation.

Here are the key insights from Davos 2026, distilled by the OSL team:

1. The Pivot of TradFi: BlackRock’s Vision of a "Common Ledger"

The most significant change at this year's forum was the comprehensive embrace of blockchain technology by traditional financial giants. While some central bankers remain cautious, asset management titans, led by BlackRock, have provided a clear direction.

BlackRock CEO Larry Fink pointed out that tokenization is the future of the financial system. He advocated that the entire financial system should migrate to a "common blockchain" to solve liquidity fragmentation, reduce settlement costs, and greatly improve the circulation efficiency of money market funds. This marks the formal definition of Web3 technology as institutional-grade infrastructure.

2. New Heights for RWA: Sovereign States Enter Tokenization

If the Real World Asset (RWA) narrative of the past two years focused mainly on U.S. Treasuries and corporate credit, then 2026 is the inaugural year of "Sovereign-level RWA."

In closed-door meetings at Davos, industry leaders revealed a critical signal: Governments of over ten countries are actively exploring the tokenization of national-level assets. This is not just for financing, but to leverage blockchain technology for the efficient circulation of fiscal assets.

• OSL Insight: This leap from "corporate-level" to "sovereign-level" means that compliant exchanges will become key nodes for the future circulation of national assets. For investors, the RWA sector is evolving from simple yield-bearing products into a diversified market encompassing infrastructure, energy, and even sovereign credit.

3. The Payment Sector: The Final Unconquered Frontier

Although demand for trading and speculation is highly mature, guests generally agreed that payments remain a fortress not yet fully conquered by the crypto industry.

Traditional banking's "fractional reserve system" often faces liquidity friction when dealing with cross-border payments and real-time settlements. In contrast, blockchain-based stablecoin payment networks, with their 24/7 operation and 100% reserve transparency, are becoming the preferred alternative for multinational corporations and financial institutions. Stablecoins are evolving from mere trading mediums into a new standard for global trade settlement.

4. Macro Cycle: Institutional Funds Break the "Four-Year Curse"

With regulatory frameworks clarifying across major economies, the structural inflow of institutional capital is altering Bitcoin's traditional "four-year halving cycle."

The prevailing market view is that 2026 is not just a continuation of the cycle, but potentially the beginning of a "Super Cycle." In this phase, the momentum driving the market is no longer solely retail FOMO (Fear Of Missing Out), but rather long-term allocation from pension funds, sovereign wealth funds, and corporate treasuries.

Conclusion

The Davos 2026 forum has set a "pragmatic" tone for the digital asset industry. When sovereign nations begin discussing tokenization, and when global leaders start focusing on on-chain payment efficiency, we can be certain: Digital assets have officially passed through the eye of the storm and have become an irreversible part of the global economy.

For investors, adopting an institutional perspective and positioning themselves in core infrastructure and tokenized assets through a compliant platform will be key to capitalizing on this wave of financial transformation.

Disclaimer

This article is for informational purposes only and does not constitute, and shall not be construed as, an offer, solicitation, invitation, recommendation, or inducement to buy, sell, subscribe for, or otherwise deal in any digital assets, securities, or financial products. It does not constitute financial, investment, legal, tax, accounting, or other professional advice and should not be relied upon as such. The views, statements, and information contained herein do not necessarily reflect the official positions or commitments of OSL Group or any of its affiliates. Any descriptions of products, services, promotions, or programmes are for general reference only.Participation in any products, services, or promotions mentioned is subject to applicable terms, conditions, and regulatory requirements. This article may contain forward-looking statements or indicative information. Actual outcomes may differ materially, and OSL Group assumes no obligation to update such information.