Let's talk about how to choose the 2024-2025 sector from a political perspective

The 2024 US president will be chosen from Harris and Trump.

The Democratic Party behind Harris is a Jewish organization, and its representatives are finance and technology, including the consortium Buffett, Vanguard, and BlackRock. If she is elected, it will benefit RWA because the consortium behind her wants to promote RWA, and asset chain is more profitable, which is what BlackRock has always done. Secondly, the concept of AI is promoted, which is an economic mapping entity.

Trump's Republican Party represents the traditional economy, representing Mobil Oil and Rockefeller, as well as the military-industrial complex, traditional car manufacturing, etc. He first promoted RWA when he came to power, and his policy is to use Bitcoin to repay national debts. At the same time, his son mainly does RWA and has a real estate chain project.

So no matter who comes to power, RWA will definitely be the main push.

RWA is represented by ondo and CFG, but ondo represents government bonds, which has limitations in the bull market after all, the annualized rate is fixed at 5% or even lower. CFG not only has government bonds but also other financial products, such as real estate and corporate bonds. At the same time, it is also the RWA pool provider behind aave, conbase and sky. It is only listed on the second-tier exchange with a market value of only 200 million, but its fundamentals are solid and there is huge room for imagination.