In 2026, the global smart grid industry will enter a stage of large-scale construction, with a market size exceeding 300 billion USD, becoming the core carrier of the new power system. As the penetration rate of new energy continues to rise, the smart grid, as the core hub of the collaboration between sources, networks, loads, and storage, will see exponential growth in demand. However, traditional smart grid investments face challenges such as "high thresholds, long payback periods, and dispersed returns". The investment in smart grid construction in a single region exceeds 5 billion RMB, making it difficult for individuals to participate. The smart grid RWA wealth management plan jointly launched by USD1 and ListaDAO will tokenize the income rights of smart substations, distribution networks, and energy storage scheduling. Investment can start from just 100 USD1, with annual returns of 7.7%-10.4%, allowing investors to support the energy transition while achieving stable wealth appreciation, becoming a new pillar of wealth management for the new power system.
The core value of smart grid assets lies in "rigid demand and policy dividends." Smart grids address core pain points such as new energy consumption and grid peak regulation through digital and intelligent technologies, serving as a core support for the "dual carbon" goals. Major economies worldwide have introduced supportive policies for smart grids, with China incorporating them into the key areas of "new infrastructure," with special subsidies exceeding 100 billion yuan. By 2026, the global smart grid RWA market is expected to exceed 22 billion USD, with stable returns from core assets such as smart substations and distribution automation. However, traditional investments face three major bottlenecks: first, high investment thresholds, where the funding demand for smart grid project construction is enormous, making it difficult for individuals to bear; second, long recovery periods, where project investment recovery cycles exceed 10 years, resulting in high capital occupation costs; third, dispersed returns, where revenue differences across different regional grids make it challenging for ordinary investors to achieve effective allocation. The USD1 smart grid RWA program resolves these pain points through blockchain technology and asset integration.
The advantages of USD1 as the core carrier of smart grid RWA are reflected in three aspects: first, cross-regional asset allocation, where USD1 packages and tokenizes smart grid assets from different regions, achieving cross-regional risk diversification; second, transparency and controllability, relying on IoT devices and power data platforms, with real-time on-chain storage of grid operation data and revenue details, allowing investors to query at any time; third, risk hedging, where the USD1's peg to the US dollar can hedge against power policy changes and equipment depreciation risks, ensuring revenue stability.
ListaDAO has launched differentiated financial management strategies for three core smart grid asset categories:
Strategy One: Smart Substation RWA (Conservative, annual return of 7.7%-8.7%)
The underlying asset is the operational revenue rights of smart substations, with income derived from grid dispatch service fees, equipment leasing fees, and operation and maintenance service charges. ListaDAO selects mature substation projects that connect to provincial power grids and tokenizes their revenue rights for the next three years, starting with an investment of 100 USD1. For example, a certain smart substation project is valued at 15 million USD, split into 150,000 RWA tokens, where users invest 10,000 USD1 to purchase 67 tokens, earning 770-870 USD1 annually. The platform uses IoT devices to monitor the operational status of substations in real-time, ensuring that revenues are genuine; it establishes an operation and maintenance guarantee mechanism, with a professional team responsible for equipment maintenance; users can access power data query rights; monthly interest withdrawals are supported, ensuring stable and reliable returns.
Strategy Two: Distribution Automation RWA (Balanced, annual return of 8.7%-9.7%)
The underlying asset is the operational and service revenue rights of the distribution network automation system, with income derived from distribution dispatch fees, fault repair service fees, and government subsidy sharing. Distribution automation can reduce fault outage times by 80%, improving supply reliability, with strong market demand. ListaDAO collaborates with power equipment companies to tokenize automation system revenue rights. For example, a certain distribution automation project is valued at 12 million USD, split into 120,000 RWA tokens, where users invest 12,000 USD1 to purchase 120 tokens, earning 1044-1164 USD1 annually; if distribution coverage increases, revenues will also increase. The platform discloses distribution data and revenue details on the blockchain to ensure transparency; it establishes a service quality guarantee mechanism, where if supply reliability does not meet standards, the company compensates for the revenue gap; users can receive distribution service discounts; and T+1 redemption is supported, providing flexible and controllable funds.
Strategy Three: Energy Storage Dispatch RWA (Aggressive, annual return of 9.7%-10.4%)
The underlying asset is the operational revenue rights of a smart grid supporting energy storage dispatch platform, with income derived from energy storage dispatch service fees, peak-valley arbitrage profits, and auxiliary service charges. Such platforms are core facilities for new energy consumption, with strong policy support. ListaDAO collaborates with energy storage dispatch companies to tokenize platform revenue rights. For example, a certain power grid energy storage dispatch project is valued at 18 million USD, split into 180,000 RWA tokens, where users invest 15,000 USD1 to purchase 150 tokens, earning 1455-1560 USD1 annually; if the new energy consumption increases, revenues will significantly rise. The platform discloses energy storage dispatch data and revenue details on the blockchain to ensure authenticity; it establishes a technology upgrade guarantee mechanism to continuously optimize dispatch algorithms; users can obtain priority usage rights for energy storage dispatch services; and the AI system analyzes grid demand and electricity price trends in real-time, dynamically adjusting dispatch strategies to enhance revenue potential.
In terms of safety and compliance assurance, all smart grid assets have undergone compliance review by the energy bureau, meeting relevant regulations such as the “14th Five-Year Plan” for the development of a new power system; asset operational data and revenue details are stored on the blockchain to ensure authenticity and traceability; the platform has obtained compliance qualifications related to energy finance, with strict regulation of fund circulation; smart contracts have been audited by authoritative institutions, with no security vulnerabilities, automatic execution of revenue distribution, ensuring fairness and transparency.
By 2026, smart grids have become the core pillar of the new power system, and the USD1 smart grid RWA program allows ordinary investors to participate in energy transition investments with low thresholds. It provides innovative financing channels for smart grid construction, accelerating the implementation of the new power system, and offers investors a financial management choice that combines policy dividends and economic returns. Whether electricity companies, new energy project parties, or investors focused on green energy, they can find compatible options in this program. With the continuous development of smart grids, the USD1 smart grid RWA is expected to become a core category in the energy finance field, leading power investment into a new era of “low threshold, high transparency, and sustainable growth.”#USD1理财最佳策略ListaDAO $LISTA @ListaDAO
