"The most important thing for the future is stablecoins."

Las Vegas | CES 2026

 

During the 2026 Consumer Electronics Show (CES), Dr. Dora, editor-in-chief of GFM's "RWA & Web3" column, had a brief exchange with Guo Hongcai (Bao Erye), a well-known figure in the crypto field, and raised questions about the future development direction of Web3, stablecoins, and RWA (Real World Assets).

 

(Image caption) GFM reporter Dora (first from left) conducts an impromptu interview with Guo Hongcai (Bao Erye), a figure in the crypto field.

 

 

Bao Erye made a special trip from Los Angeles to Las Vegas to attend the exhibition. When asked about the future trend of RWA, he did not delve into technical details or market returns, but instead gave a relatively macro and quite indicative judgment:

 

"The best thing for the future is stablecoins."

 

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Let's move from hype to "stability".

 

During the exchange, Bao Erye repeatedly emphasized that for RWA to truly take off, the key lies not in conceptual packaging, but in whether it can serve the real economy, reduce friction, and improve overall stability. In his view, stablecoins are one of the most certain infrastructures in the current Web3 ecosystem.

 

He pointed out that stablecoins have shown significant advantages in cross-border payments, settlement efficiency, and cost control; and these capabilities are the prerequisites for RWA to form an effective connection with the real financial system in the future.

 

In other words, without a stablecoin as a value anchor and circulation tool, RWA would find it difficult to achieve large-scale and institutionalized operation.

 

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CES 2026: AI First, Web3 Underlying It

 

Speaking about his overall observations of this year's CES, Bao Erye believes that AI and robotics were undoubtedly the most attention-grabbing themes, reflecting the core focus of the current technology industry. However, he also pointed out that this does not mean Web3 is "retreating."

 

On the contrary, in his view, Web3 is shifting from center stage to a more fundamental infrastructure role.

 

He proposed a simple way to distinguish them:

 

In the future, whether it's AI agents, robotic systems, or new applications that are deeply integrated with real-world assets, they will all require a verifiable, traceable, and settlement-enabled trust mechanism, which is precisely where Web3 and stablecoin systems can potentially play a role.

 

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Web3 is gradually shifting from being a "topic center" back to being an "underlying structure" (RWA)

 

The real problem with RWA is not the concept, but the scenario.

 

At the end of the exchange, Bao Erye also mentioned that in addition to focusing on AI and robotics technology itself, he attended CES this time to try to find practical application scenarios for RWA.

 

In his view, as AI, hardware, and physical assets gradually form a closed loop, how to complete the confirmation, transfer, and settlement of value will become an unavoidable issue in the next stage, and stablecoins and Web3 may be one of the tools to connect this chain.

 

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GFM Observation

 

GFM's "RWA & Web3" column believes that this exchange at CES reflects a noteworthy trend:

 

Web3 is gradually shifting from being a "topic center" back to being an "underlying structure."

Stablecoins and RWA are being brought back into the discussion framework of "how to serve the real economy and ensure its stable operation."

 

Regarding Bao Erye's past experiences and external evaluations, there are already numerous public sources and differing opinions. This article focuses only on his observations and judgments expressed at CES 2026 and will not offer further commentary.

 

GFM will continue to record the voices of different perspectives at the same point in time with a rational, restrained, and institutional perspective, rather than drawing conclusions for any single viewpoint.