With over 10,000 crypto tokens, navigating the markets can be a nightmare.
99% of projects don't actually bring any utility.
So how do we spot REAL potential?
🧵This thread will go over 8 of the BIGGEST bets I have for this cycle & the reasons why.
Over 10% to securing $10 Tril now...
The vision is coming together
Slowly but surely, Chainlink is becoming the official $LINK between Web3 and TradFi infrastructure
Things are moving exactly as per our analysis
We've seen $BTC almost fully fill out the CME gap on the futures markets
❌No price predictions or timelines here
✅We purely analyze and play the market by key level conditions and probabilities
But don't say I didn't alert it!
Hard to be bearish on the future of RWAs from here
From banks to asset managers to governments & now the DTCC officially stepping in
TradFi x Web3 is officially here
$ONDO $XRP $LINK
Here's a roundup of some big Web3 headlines lately
• US Clarity Act passes Senate Banking
• $ONDO in DTCC's Tokenization Group
• $LINK CRE adopted by DTCC
• $NEAR partners with Bermuda Govt
• $HBAR adds Accenture to Gov Council
Pair this with the market back up & it's pretty hard to have a bearish thesis here in the near term
Some news in the world of $LINK lately...
• DTCC now using Chainlink CRE
• Kraken adopting CCIP
• Fidelity FILQ using Chainlink data
• State Street & Galaxy fund using Chainlink
Retail may be bearish...
But institutions are clearly bullish on the future of LINK
📸Snapshot of $ONDO recently
We're seeing the vision starting to come together
✅Strong push upwards to $0.45-$0.5
✅Mastercard/DTCC/Ripple/Broadridge
✅Global Markets TVL now over $800M
✅Over 55% tokenized stocks market share
There's good reason as to why Ondo's trending again lately
🔥DTCC is getting SERIOUS about RWA adoption
Few days ago we saw them add $ONDO and $XRP to their tokenization working group with giants like Citi & JPM
Now $LINK CRE's added to the mix
Remember...
Chainlink, Ripple & Ondo have all collaborated prior too...
Probably nothing👀
Loving the market activity over the last 30 days..
$ONDO up 67%
$INJ up 43%
$ICP up 35%
$AERO up 33%
$SUI up 35%
$SEI up 32%
$TAO up 24%
$MORPHO up 20%
$LINK up 16%
$NEAR up 14%
All while BTC dominance is beginning to top out...
This is EXACTLY what we wanna see as alts start pumping with some life again.
I used to think more indicators, more tabs, and more tools would give me an edge. In reality it mostly just created noise.
Now I keep things simple:
📊 Charts & levels on TradingView
⚡ Entries/exits on WEEX
Sometimes improving as a trader is more about removing distractions than adding more.
If anyone wants to test the platform I’ve been using lately:
https://t.co/5MHPxzGPkr
#Crypto #WEEX
Looks like $ONDO had enough of everyone saying good news didn't pump the token
This week we've seen...
✅Added to DTCC's tokenization group
✅Tokenized treasury w Mastercard/Ripple/JPM
✅Up 57% over the past week
Oh and... Fun Fact: Ondo Global Markets now dominates the tokenized stocks space with ~68% market share
After months of "token is useless"...
Ondo's coming for revenge.
Finally getting that LONG overdue push up
Glad to see capital finally rotating over to project doing perhaps the most work in RWAs lately.
$ONDO is coming back for revenge
Web3 Lately...
✅Markets slowly trending back up
✅+$4B in ETF inflows over April
And now the fundamentals...
✅DTCC partnership with $ONDO
✅Accenture joins $HBAR Council
✅Deloitte approves $LINK SOC2
✅60K GPUs added to $RENDER via Salad
Feels like we're seeing the early stages to the market potentially turning around
Fundamentals and technicals lining up.
We've got all the right ingredients.
Equities markets around the world have already been moving to new highs.
It's time crypto hopefully plays some catch up soon.
Let's see if bulls can FULLY regain momentum.
Honestly one of the biggest upgrades for my trading was simplifying everything.
I keep my setup very straightforward:
📈 Analysis: TradingView
🤝 Trade execution: WEEX
Fast charts, clean execution, and no unnecessary clutter.
At the end of the day, consistency matters more than having a million tools open.
If anyone’s looking for a solid exchange to check out:
https://t.co/AiHilBaJwU
#WEEX #Crypto
So.... This just happened.
$ONDO x DTCC
"Ondo will work alongside a set of TradFi and DeFi firms including BlackRock, Goldman Sachs, JPM, etc"
The Age of Web3 RWA x TradFi is happening in front of our very eyes
Probably nothing🤫