Pi Network is about to enter the trillion-dollar market – A golden opportunity for PI hodlers?

In the context of the digital asset market witnessing a strong wave of transition towards a managed tokenized asset model, Pi Network may be facing a rare opportunity to upgrade its position. The reason stems from an important development: Stellar – the core blockchain platform that Pi Network is building – has just officially joined the ERC-3643 Association.

This is not just a simple cooperation agreement, but also opens up the possibility for Pi to become a part of the infrastructure connecting global compliant digital asset markets, which is expected to be a dominant trend in the blockchain industry in the coming decade.

What is ERC-3643 and why is Stellar interested?

ERC-3643 is a blockchain standard developed by Tokeny, focusing on the "permissioned token" model – tokens with conditional permissions. Unlike regular tokens, ERC-3643 directly integrates legal compliance rules, ensuring that only individuals or organizations that have completed the identity verification process (KYC) and have been approved can purchase, hold, or trade.

Highlights of ERC-3643:

• Global legal compliance: Meeting the standards of multiple regulatory agencies, including the SEC (USA) and ESMA (Europe).
• Flexible integration: Allows immediate deployment on existing blockchain infrastructure without the need to rebuild from scratch.
• Cross-chain interoperability: Supports moving assets between Ethereum, Stellar, and many other networks.

The official joining of Stellar to the ERC-3643 Association opens up opportunities for this ecosystem to support the issuance and trading of legally compliant crypto assets – a potential market worth trillions of USD in the future.

In an official statement, Tomer Weller – Product Director of SDF – emphasized:

"Open standards, robust compliance frameworks, and interoperability are key to bringing real assets onto the blockchain at a global scale."

Accordingly, SDF has set out three strategic directions:

1. Expand tokenization of RWA on the Stellar platform.
2. Strengthen cooperation with issuers, developers, and financial infrastructure to integrate compliant assets into the ecosystem.
3. Enhance multi-chain connectivity, allowing compliant assets to move seamlessly between Stellar, Ethereum, and other blockchains.

Dennis O’Connell, President of the ERC-3643 Association, called this a "significant milestone," as Stellar, known for its fast transaction speeds and extremely low fees, is now supplemented by an international legal framework, significantly expanding its potential applications in traditional finance.

Pi Network – Strategic advantages from the "foundation" Stellar

Pi Network is developed based on Stellar Core, meaning that any upgrades or standard expansions on Stellar can directly benefit Pi.

Dr. Altcoin, an expert in Pi Network research, noted that Stellar's joining the ERC-3643 Association opens up three significant opportunities for Pi:

1. Issuance of real assets that are tokenized – such as stocks, real estate, bonds – based on the ERC-3643 standard.
2. Maintain global legal compliance through the mechanism of "only verified investors are allowed to trade."
3. Connect to the international RWA network without being limited by borders or dependent on centralized infrastructure.

This is entirely in line with the vision that Nicolas Kokkalis, co-founder of Pi Network, has emphasized: to turn Pi into a platform that connects global value, rather than just being a currency circulating within a closed community.

Alongside the ERC-3643 standard, Stellar is also preparing to deploy Protocol 23 – an important technological upgrade, promising to bring to Pi Network:

• Fully supports decentralized dApps, enabling applications from Pi AI App Studio to operate smoothly on the public blockchain.
• Directly integrate RWA features into the Pi ecosystem.
• Higher speed and security, meeting the standards of professional financial markets.

By combining the legal framework from ERC-3643 and the technical infrastructure from Protocol 23, Pi Network will possess both the legal platform and technology to enter the RWA market worth trillions of USD. If it knows how to leverage the right timing and implement the appropriate strategy, Pi Network can:

• Transforming from a community project into a global financial platform.
• Become a bridge between real assets and blockchain, especially in fields such as real estate, securities, and alternative investment assets.
• Increase the intrinsic value of Pi Coin thanks to practical application, transparency, and legality.

Impact on Pi Coin

1. Increase utility value (Utility)

• Expanding the scope of application: With the ability to issue and trade tokenized RWA according to the ERC-3643 standard, Pi Coin is not only a currency in the community ecosystem but can also become a means of payment, collateral, or trading in global RWA markets.
• Integrated into legitimate financial products: Pi can be used to pay transaction fees, token issuance fees, or for services on dApp platforms that support ERC-3643, thereby creating real usage demand.

2. Increase market demand and liquidity ability

• Natural demand for Pi increases: When Pi Coin is used in legitimate cryptocurrency asset transactions (, for example: buying stocks, bonds, tokenized real estate ), it will drive the demand to buy Pi to participate in the market.
• Connect with the global financial network: Cross-chain interoperability between Stellar and Ethereum allows Pi to access major exchanges and DeFi platforms, improving liquidity and exchange value.

3. Strengthening investor confidence

• Clear legal framework: Compliance with ERC-3643 standards and support from Stellar helps Pi Network be recognized as a serious blockchain project, in line with the requirements of financial institutions.
• Transparency and security: The mechanism of "only verified investors can trade" will limit anonymous speculative activities, thereby strengthening long-term trust in Pi Coin.

4. The potential impact on the price of Pi Coin

• Price increase scenario: If Pi is actually integrated into RWA markets, demand could surpass supply, especially when the supply of Pi is still limited due to the lack of global trading.
• Expectation factor: Even before the practical application takes place, the information about the ERC-3643 collaboration and the Protocol 23 upgrade could trigger a wave of speculation, pushing the price of Pi Coin up in the short term.
• Long-term impact: If dApps and RWA markets are successfully deployed, Pi Coin could form stable intrinsic value, avoiding strong fluctuations like many other altcoins.

At the time of writing, the price of Pi Coin is trading at 0.38 USD, marking a decrease of more than 87% from the historical peak of 2.99 USD recorded on February 26 of this year. Technical indicators on the daily frame show a negative trend: RSI at 43.63, reflecting weak momentum, while MACD remains in the negative zone, indicating that selling pressure shows no signs of easing.

PI price chart 1 day | Source: TradingView### 5. Risks and challenges

• Mainnet for free trading not yet launched: If Pi does not complete KYC and official listing soon, the opportunity to take advantage of the RWA trend may be delayed.
• Competition from other blockchains: Many networks like Polygon, Avalanche, Solana... are also promoting RWA, so Pi needs a clear strategy to stand out.
• Legal factors of each country: Although ERC-3643 is a global standard, some countries still have their own restrictions on digital asset transactions.

If well leveraging the opportunities from ERC-3643 and Protocol 23, Pi Coin could increase its utility value, expand the market, strengthen trust, and enhance its market capitalization. This is a strategic moment that could determine whether Pi is merely a "community phenomenon" or becomes a digital asset with a position in the global financial system.

Emma