Recently, the crypto market has experienced a strong correction. The entire market is filled with depression caused by the falling sentiment. However, in the process of market development, ups and downs are the norm, and in the process of overall market downturn, it is a touchstone for many projects. Which tracks will rise resolutely in the next bull market? ?
RWA is the key track that closely connects blockchain with the real world. In the long run, it is an inevitable requirement for the large-scale application of blockchain. In the short term, it can introduce a large amount of funds and liquidity to the crypto market and the real market.
RWA involves tokenizing illiquid real-world assets and introducing them into the crypto market. The introduced RWA assets mean more value support for real-world assets for the crypto market, bringing potential overflow funds. At the same time, the interest-bearing assets in RWA can also provide enhanced returns for the crypto market.
For traditional assets, a new liquidation method is obtained, which allows illiquid assets to be arbitrage or liquidated quickly.
The capital inflow brought by BTC ETF has fully demonstrated the interest of funds outside the industry in the crypto market. With the emergence of representative cases in the RWA track, the track will further explode.
Focus on the target
Ondo Finance
Ondo Finance is a decentralized financial platform for RWA. Through blockchain technology, Ondo Finance has created a transparent investment infrastructure for institutional investors and is committed to becoming an investment bank on the chain, providing a variety of RWA products including bonds, real estate and commodities to meet the needs of different investors.
With the rapid growth of the RWA market, Ondo Finance, as a pioneer in the industry, has huge potential for development.
Its transparent and efficient investment platform will continue to attract more institutional investors and further promote the development and maturity of the market.
BTC Ecosystem
The explosion of BTC ecology is one of the most eye-catching features of this cycle. Runes have stimulated the market's enthusiasm for BTC ecology. BTC L2 and various assets have sprung up like mushrooms after rain. BTC pledge/re-pledge has occupied a certain market position in the explosion of ETH LSD/LSDfi and BTC ecological assets. Runes, as a new type of ecological asset, also shined during the halving.
There is a common starting point behind these attempts: to activate a large amount of BTC funds and create a more prosperous ecosystem.
However, with the pullback of BTC and the wealth creation of inscriptions raising market expectations, the current BTC ecosystem is relatively quiet.
As the market improves, I believe that the BTC ecosystem will once again produce phenomenal ecological assets and bring huge opportunities.
Focus on opportunities
Rune: $DOG
The expectations of runes are affected by inscriptions, and the market performance can be called "peak at debut". As the leader of the rune sector, $DOG has certain defensive attributes while having odds, so the rune sector only recommends $DOG for the time being.
A large number of BTC L2s have not formed an active ecosystem, and opportunities related to BTC staking are still unclear. It is recommended to wait for the market to make a choice.
End of the article
The crypto market is no longer a separate market, but is gradually integrating into the real economy. When analyzing opportunities in the crypto market, we increasingly feel the importance of external driving factors in the industry.
When the market changes and adjusts, the key is to first clarify where we are in a cycle and which internal and external factors are driving the next small cycle.
During the market consolidation and correction, we should not be dominated by panic. What is more worthwhile is to think about the opportunities behind the decline, which ones can emerge in the next wave of the main uptrend, and whether the current price can be arranged in advance.
Even though the market is facing negative news at the moment, the hype surrounding the expectation of interest rate cuts and the improvement in liquidity brought about by interest rate cuts will be the biggest external driving force for the subsequent outbreak of the crypto market.
For most crypto investors, perhaps waiting for the release of each core data and earning profits from short-term fluctuations is not the main way to make profits. Therefore, we just need to make it clear that in a longer time span, the market still has the benefit of interest rate cuts to look forward to. This is enough to show that the bull market is most likely not over yet, and pullbacks and consolidations mean the birth of opportunities.
There is a high probability that long-term opportunities exist, and the cost of chips and the preservation of principal will be the determining factors for the next wave of returns.
Later, I will bring you analysis of leading projects in other tracks. If you are interested, you can click to follow. I will also organize some cutting-edge consulting and project reviews from time to time. Welcome all like-minded people in the cryptocurrency circle to explore together.
