In 2025, only buy 3 types of tokens
From the concepts related to Trump, we can anchor narratives related to 2025: 1. Stablecoins 2. RWA 3. Payment sector
1. The stablecoin sector goes without saying; the income of Tether makes BlackRock drool. Trump never expects the Federal Reserve to buy BTC; his real goal is to issue more stablecoins to bind U.S. Treasury bonds. Therefore, the prosperity of the cryptocurrency market in 2025 is inevitable due to the over-issuance of stablecoins, benefiting decentralized exchanges related to stablecoins. Here, I am optimistic about CRV, where stablecoin exchanges will be quite profitable.
2. The RWA sector is rapidly developing, and I am glad that mainstream exchanges and KOLs are focusing on this field now. While they are still talking about AI, I have already predicted this track. The outbreak of this track is what people are looking forward to. The over-issuance of stablecoins will replenish real asset cycles, which also solves the problem of the disconnection between blockchain development and reality over the past decade. Currently, it is in the 0-1 stage; in this stage, we need to find elasticity, and in the 1-10 stage, we look for certainty. Certainty is LINK; it has the potential to become the next SOL or ETH. I am honored to have reached an agreement with the Trump-related fund on this point, but this cycle may at most be 10 times. The target for elasticity is TRU. I believe it will have a 100-fold increase, and you may think I am crazy. The outbreak of TRU in January will be based on the roadmap, and the token tools will be completed by then. According to the information I have, its partner is a compliant RWA partner in the U.S., which means it can tokenize without restraint in the U.S. You will see this between February and May, and large-scale publicity will also happen during these months. As for ONDO, CFG, GFI, and OM, there is really not much to say because they lack compliance qualifications and can only make small moves. This means that at least in this bull market, TRU has the first-mover advantage. Never underestimate the wisdom of the Jewish people. I believe ONDO is destined to be mediocre; the hype around it is due to the consortium behind it. However, TRU and CFG having U.S. Treasury bonds is really boring.
