In this bull market, the RWA (Real-World-Assets) track is also a track worthy of our focus. The annual research reports of many institutions have also mentioned the huge potential of RWA in the future.
The tokenization of real assets (RWA) is considered one of the important trends in the cryptocurrency space. This concept is often considered the next stage in the development of digital currencies, with the potential to revolutionize the way people understand and interact with physical assets.
The tokenization of real world assets (RWA) is also developing towards bonds, cars, gold, houses and other fields, which has also successfully attracted the interest and attention of traditional financial giants.
RWA’s polyx and ondo surged, and DeFi’s ethfi, tru, and rsr followed suit. BlackRock launched the first tokenized fund on the Eth chain and plans to do real estate RWA . The narrative of RWA carries the future of cryptocurrency and the future of blockchain.
The subject of RWA is a sector that is very easy to produce explosive products . In the future, asset tokenization is a trend vane and a blue ocean market. Here is a breakdown of the main currencies for real-life asset tokenization:
1. MKR, an old leader , mainly provides asset tokenization mortgage services for institutions. The founder knows marketing and has strong control capabilities. He does not rule out splitting plans in the future.
2. Ondo, the rising star leader , is the leader in U.S. debt tokenization and cooperates with top institutions such as BlackRock and Morgan Stanley. It has a strong Wall Street background and is the same market maker as Sol Tia. The total amount is 10 billion and currently has 1.426 billion in circulation. The rest The chips will not be released until after 2025. At present, there is no selfless selling pressure.
3. Polyx focuses on institutional asset account management and has Binance investment background.
4. Token asset tokenization issuance platform. As more and more real assets are tokenized in the future, Token platform tokens will increase. Newly issued tokens require tokens to be pledged, and tokens also have a destruction mechanism.
5. It is rumored that BlackRock has positions in other rios, om GFI cfg mpl perl, etc.
Personal analysis and suggestions on RWA concept currency
ONDO
$ONDO is an ERC-20 token based on Ethereum. Ondo is currently the leading currency on the rwa track. It is mainly used for governance and voting. There are currently no other practical use cases. Related products using Ondo Finance also do not yet provide incentives for $ONDO tokens.
The total supply is 10 billion, and the current circulation is about 1.44 billion. The circulating market value reaches US$776 million, and the total market value is US$5.379 billion.
(Opening a position around 0.65, Ondo is a strong banker participated by Goldman Sachs, BlackRock, and Morgan. The existence of banker control cannot be ruled out. The position is recommended to be 1-2 levels)
POLYX
POLYX is the native token of the Polymesh network with a total supply of 1 billion. In the Polymesh network, POLYX is used for a variety of purposes, including staking by operators and non-operators, for voting on governance proposals, and to pay transaction fees on the network. POLYX is a utility token under Swiss law, according to guidance from Swiss financial regulator FINMA.
The main features of POLYX tokens include: cross-chain interoperability, decentralization, security and privacy protection, and wide applicability
(Open a position at 0.35-current price, add a position near 0.33, and hold positions for 3-4 levels)
MKR
The cryptocurrency is the governance token of the MakerDAO platform, a decentralized lending protocol that powers the DAI stablecoin.
As DeFi continues to gain traction, Maker's stablecoin issuance platform could lead to significant growth for the token. Since the total supply of MKR tokens is less than one million, scarcity will likely push the price higher as demand increases.
(Looking at the daily line, the currency’s rise has reached the key point of 3500. It is not very likely to stand firm at this point, and there may be a downward trend in the near future. It is recommended that those who have not entered the market can continue to wait and see, and enter at low points. Those in the market can hold it to 3350-3530)
CFG
Centrifuge is also a star project in the RWA track. It is a decentralized asset financing protocol that focuses on releasing the liquidity of real-world assets. Borrowers can finance their real-world assets without banks or other intermediaries.
The market value of Centrifuge platform token CFG has reached more than 300 million U.S. dollars, and second-tier mainstream exchanges are basically online.
(From a daily perspective, the rise of this currency is not very obvious. The current price is 0.78, you can directly or pick it up around 0.75, take profit 1.1, 1.2, and the position is recommended to be 1-2 levels)
In short, in the upcoming bull market, the RWA track deserves focus and layout. With the rapid development of RWA projects such as ONDO, this track is attracting more and more attention from the market.
At present, the bullish trend has not yet completely arrived and the correction has not ended. Do not blindly buy the dips and enter the market with a heavy position! ! !
LvBoChuangTou
Level 1 launch project Merlin
Merlin Chain $MERL - The first ZK-Rollup Layer2 of $BTC. Launched by the development team of the well-known BRC-420 blue box and Bitmap , key modules such as the ZK Rollup Bitcoin second-layer network that supports multiple types of native Bitcoin assets, is compatible with EVM, the decentralized oracle network, and fraud proof on the Bitcoin chain , is committed to empowering the native assets, protocols and application ecology on BTC Layer 1 through Layer 2, so that it can continue to innovate and amplify asset potential on the second-layer network, making Bitcoin interesting again.
Level 1 tokens are being shipped, and the quota is limited
➢Estimated launch time: March-April this year
➢Token name: $MERL
➢Total amount of tokens: 2.1 billion
Subscription unit price: Contact Lao Chen Release rules: Contact Lao Chen
If you want to know more about the project, add me on WeChat: mcty577. You can also add me in the communication group.
