Key Takeaways:
- Sergey Nazarov is declaring this crypto cycle a happier pounding no massive institutional cleanouts.
- Whichever way the Bitcoin swings, RWAs are still continuing to move on chain.
- Sound data, strong networks, and intelligent coordination are the new to introduce institutions into crypto.
This cycle has been experiencing actual improvement, as opposed to a crisis feel. The present cycle has been more of actual growth than a crisis. Nazarov reports that crypto is turning into a safer currency with tokenizing real-life items continuing to gain momentum.
Stronger Market Structure Emerges in This Cycle
According to Nazarov, the new drops did not lead to large institutional crashes. The previous cycles failed because leverages were excessive with low risk controls, but the current market appears to be more difficult.
Better infrastructure and tighter operations allowed platforms to sail on the waves without going through. This is perceived by the investors as the market maturity to attract big institutions as well as ordinary people.
He claimed that cycles are normal in crypto; it is your profitability that will matter when it is time to buy. No big failures will nowadays indicate that the protection has improved tremendously above the ancient times.
Cycles are a normal part of the crypto industry, what is important is what those cycles reveal about how far the industry has progressed and what next stage/trends of adoption/value creation will go on to define the industry.
So far this cycle reveals two key things for me:…
— Sergey Nazarov (@SergeyNazarov) February 9, 2026
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Real-World Assets Gain Momentum Beyond Price Trends
Another significant matter is that on-chain RWAs continue to increase. According to Nazarov, tokenized stuff and eternal markets that are tied to actual commodities do continue picking up even when crypto prices fluctuate.
RWAs have 24/7 markets, are clear on collateral handling, and they have live data feeds, which beats old-fashioned trading. During moments of stress, permissioned finance has been left behind by the so-called decentralized silver markets or placed at a disadvantage between moments and permissioned finance.
Read More: China Tightens Crypto Crackdown: PBoC Targets RWA Tokens, Stablecoins, Mining & Trading
Institutional Data and Infrastructure Drive Growth
Transfer of real property to blockchains requires sound information and authentication. Chainlink has partnered with institutional wilderness supplies such as S & P and ICE to provide pricing feeds, reserve evidence and other measures to token markets.
Nazarov opined that RWAs are rendering us generationally connected- connecting blockchains, accounting, payment rails and liquidity. To expand adoption, cross-chain interoperability and safe bridges are required.
Orchestration and On-Chain Workflows Expand DeFi’s Role
As the RWA product is becoming more complex, there is a need to coordinate numerous systems. The aspect that Nazarov identifies is orchestration tech being the layer that binds off-chain data, on-chain execution and enterprise workflows into a single transaction.
Chainlink Run Environment boosts these multi-system ops, bringing privacy to institutional compliance. The platform combines data delivery, connectivity, and workflow automation to allow sophisticated tokenized assets to cross-networks.
Nazarov believes that such actions may alter the long-term form of crypto. Should the trend continue, on-chain RWAs may surpass crypto as a whole both in the volume of value locked and tip the industry towards more of an infrastructure-based structure of finance.
