Recently, RWA hotspots have been quite popular. Let's briefly discuss the underlying logic and subsequent opportunities:

Recently, coins related to RWA (Real World Assets) such as $USUAL , $ONDO, and $OM have been rising significantly, catching everyone's attention in this area.

So, what is RWA? RWA refers to turning real-world items, such as gold, houses, and bonds, into tokens on the blockchain, allowing people to buy and sell on-chain. For example, PAX Gold stores gold and issues equivalent tokens. Some projects convert traditional assets like accounts receivable and debts into on-chain tokens, enabling people to buy them and earn stable returns.

The current hype is mainly around RWA public chains and platforms because the market views them as the infrastructure for the RWA sector, similar to the DeFi infrastructure from a few years ago.

Why have the prices of ONDO and OM surged so much? Primarily because of their projects. ONDO is the first company to tokenize U.S. Treasury bonds and also provides institutional-grade services, allowing large enterprises to participate. The products they offer, such as USDY and OUSG, target retail and institutional investors respectively, which influence ONDO's coin price, as the market considers it akin to bank stocks in the securities market.

OM is a public chain based on RWA, collaborating with UAE real estate giant MAG to tokenize $500 million in real estate, which is a significant collaboration in the RWA field. OM itself is a public chain for issuing and managing enterprise assets, requiring official whitelist permissions for operations to ensure that transaction parties are certified enterprises.

The most critical point is, where are the future opportunities?

Recently, RWA, Ethereum's DeFi, and NFTs have all been rising, especially leading coins. Attention can also be paid to projects in the same sector that have not yet issued coins, such as the RWAFi-themed Plume Network.

RWA projects require enterprises and individuals to pledge real assets on-chain to earn money; RWAFi is like buying a house and renting it out instead of living in it, earning rental income and property value. Plume is currently the most optimistic project among those that have not yet issued coins, and the team has mentioned plans to launch a coin during this market wave.

In addition to these, I am also keeping an eye on the secondary market, including $MKR , COMP, RIO, ONDO, MPL, USUAL, and OM... for reference only.