Deep Dive
1. RMB Stablecoin Launch (Q1 2026)
Overview
dForce is preparing to launch an offshore yuan (CNH)-pegged stablecoin, targeting cross-border trade efficiency and multi-currency diversification in DeFi. This initiative, highlighted in their August 2025 ecosystem update, aims to leverage Conflux Network’s infrastructure for deeper liquidity pools and RWA integrations like AxCNH.
What this means
This is bullish for DF because it taps into China’s $50T+ RWA market, potentially increasing protocol revenue and utility. Risks include regulatory hurdles and competition from established USD stablecoins.
2. AI-Powered RWA Automation (Q1 2026)
Overview
dForce plans to deploy AI agents to automate yield strategies for tokenized real-world assets, such as private credit and supply-chain financing. The protocol’s July 2025 announcement emphasized composable RWA vaults and partnerships with platforms like InteNetAI.
What this means
This is neutral-to-bullish, as AI-driven efficiency could attract institutional capital. However, reliance on untested AI models and smart contract risks may temper adoption.
3. DeFAI Framework Expansion (2026)
Overview
The DeFAI (Decentralized Finance + AI) framework aims to integrate AI into governance, liquidity mining, and risk management. As noted in dForce’s August 2025 strategy, this includes tokenized renewable energy assets and agent-driven TVL growth.
What this means
This is bullish long-term, aligning with broader DeFi trends toward automation. Execution risks include technical complexity and competition from AI-native protocols.
Conclusion
dForce is pivoting toward AI-enhanced real-world assets and multi-currency stablecoins, aiming to bridge DeFi with institutional-grade yield opportunities. While these initiatives could revive DF’s utility (down 67.6% YoY), success hinges on regulatory compliance and technical execution.
What to watch: Can dForce’s RWA-AI synergy offset its declining market cap dominance (0.0004%) in a Bitcoin-dominated market?