Today, I basically swapped all my positions for the RWA sector, which I believe is the focus of this bull market round, of course, there’s also AI (personal opinion).

Just now, I purchased 50% of my position.$IOTA I think this might be the next big player (not an ad, see the analysis below). On the 14th, I invited friends in the community to join at a price of 0.14.



Today, December 1, the price is 0.29. I just bought in at this price (I was out of position at the time, which was frustrating).




Let's talk about the main reasons:

First, what is RWA?

RWA (Real World Assets) refers to the sector that digitizes real-world assets (such as real estate, commodities, bonds, etc.) and facilitates their trading and management on the blockchain. The core of this sector lies in achieving asset transparency, traceability, and efficient circulation through blockchain technology.

Main characteristics of the RWA sector

1. Asset digitization: Transforming real-world assets into digital tokens for trading and management on the blockchain.
2. Transparency: Blockchain technology provides transparent transaction records, ensuring that all asset ownership and transaction processes can be verified.
3. Enhanced liquidity: By introducing traditional assets into the blockchain market, the RWA sector can improve asset liquidity, making it easier for investors to buy and sell these assets.
4. Reduced intermediary costs: Utilizing smart contracts to automate transactions, reducing reliance on traditional financial intermediaries, hence lowering transaction costs and time.

Application scenarios in the RWA sector

- Real estate: Digitizing real estate assets, allowing investors to participate in the real estate market with small investments.
- Commodity trading: Digitization of commodities like gold and oil, facilitating trading and holding.
- Bonds and securities: Transforming debt instruments into tradable tokens to improve financing efficiency.

Why $IOTA ?

1. IOTA, as an L1 IoT giant, may have a significant shift towards RWA! While the market is heavily promoting L1 and reviving dinosaur coins, how can we forget one of the OG L1s, IOTA, which has quietly been shipping tech products since 2015?

2. IOTA is about to become the first dual smart contract ecosystem in history that combines Parallelized Move VM and EVM. While MoveVM has always been a topic in CT, projects like $APT and $SUI have performed exceptionally well, while most L1s have stuck to a single smart contract ecosystem, missing out on EVM compatibility. With the Rebase Update, IOTA adds powerful capabilities to its stack by combining the advantages of EVM and MoveVM, setting itself apart: • 50k TPS, sub-second finality • 10-15% staking APY • A platform for ETH and Move developers

3. With the Rebase Update, IOTA has integrated MoveVM into its Layer 1, enabling programmable smart contracts to tokenize real-world assets. Similar to how $SUI and $APT are establishing major TradFi partnerships, $IOTA is set to do the same. This upgrade allows IOTA to tokenize everything from commodities to financial instruments, enabling applications like trade finance and supply chain tokenization.

4. IOTA has partnered with major global entities and partners, such as: • Abu Dhabi Global Market (ADGM): the first DLT foundation registered here. • TLIP: simplifying trade while residing in Kenya, supported by the Tony Blair Institute, and expanding globally. • EU partners: developing digital identity and cross-border IP solutions, selected for the European Blockchain Sandbox.

Currently, its market cap is 871M, with 76% of the supply already in circulation. I don't think it's too late to build a position now; time will give the answer!#山寨币走势展望

— December 1