Thinking about it, I see that Trend Metaverse last season and Trend AI and RWA this season have quite a few similarities!
Metaverse was a strong keyword last season, when all the projects launched with the Metarverse tag were extremely hot. One big reason I noticed was that most of the projects wanted to lead the trend or have Narratives when the big guys jumped in.
Around October 2021 is when Metaverse peaked with news that FB changed its name to Meta. (At this time, many people were just fomo and when everything became clear, there was no more opportunity for the crowd).
Overall, it can be seen that AI vs RWA is gradually following the steps that Metaverse did before.
RWA, Blackrock and JPM started the tokenized gate of bond stocks to increase liquidity, bringing cash flow from traditional niches into crypto to create an attractive story to attract users this season.
AI is a trend matching between traditional and Crypto, with many big VCs investing in it. Almost everyone knows the AI story and is easy to understand and approach for non-crypto F0s. AI projects also have big backers from traditional companies such as Open AI and in the near future, it could be Meta, Apple, NVDA or Tesla,....
Some Altcoin Metaverse cases from the previous season that still exist today are $SAND , $MANA ,... and some Gamefi metaverse cases like $AXS , $GALA , $GMT , $HIGH ,... you can refer to the chart to have many investment perspectives.
All the rumors are out, let's wait and see if it explodes like last season's metaverse or not?
