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.
When it comes to RWAs, most look to
LINK
XLM
ONDO
All of which I'm super bullish on
But I think $INJ is a SLEEPING GIANT here
Overdelivering yet underappreciated.
When the bulls are back in control & we
REALLY start to see capital flow to alts...
These are 5 NO BRAINERS I'd be watching:
$LINK $AERO $MORPHO $INJ $XLM
$MORPHO isn't just a project/token on Base
Coinbase literally depends on it's lending & credit utility for their in-house lending
Most still just see Morpho as a lending protocol
And while that's fundamentally what it is...
There's LEVELS to this game
Reminder that $LINk had already partnered with SP Global in 2025
At the time it was to bring S&P's Stablecoin Stability Assessments onto Chainlink Datalink
Now we're seeing an S&P Global acquired firm also embed Chainlink's CCIP๐
Most still don't see the risk reward with $ONDO
BlackRock, SBI, DTCC & more are behind them
But price/token utility have been questionable at times
In my recent video I discussed 2 KEY points of Ondo
โ RWA Ecosystem Growth
โ My Thoughts on ONDO Token
The past few years the #1 $ONDO FUD was token utility
Partnerships always delivering On-chain metrics shows utility
But what about the token?
I'll be sharing my 100% unfiltered thoughts on this soon
Some of you will hate it
Some of you will love it
One of the most slept on metrics in Web3 is revenue
Yet this is a KEY factors in looking at TradFi valuations
While crypto is different from stocks...
Revenue is revenue
And for $AERO?
Here's your RWA Roundup Briefing
The focus is all around institutional utility!
$XLM & $CC first chains for Tokenization Services
SLINK integrates Data Streams & Feed to Stellar
$ONDO launch Private Markets for pre IPO
RWAS
$RLUSD for 24/7 RWA swaps via Ripple Prime
Last month I pointed to how the past few cycle bottoms have shown a similar pattern every time
TL;DR,
We get a close STRONG displacement close above a bearish FVG.
This shows the market beginning to disrespect bearish levels & respect bullish ones.
Let's ignore the hype & purely look at the
NUMBERS
Here's what the data on-chain is showing us over the past 30 days:
SAERO captured 48.9% of Base DEX volume
$MORPHO TVL up 12% & active loans up 14.5% $NEAR Intents generated $7.5M in fees up 12%
$ONDO RWA transfer volume up 47%
Today $XLM officially integrates $LINK
Both Chainlink's Data Feeds & Streams will now be accessible across the Stellar ecosystem
Stellar & Chainlink are both dominating RWAs
But there's a piece that goes beyond this partnership
$NEAR been on FIRE lately
Bitwise drops 1st ever NEAR staking ETF
NEAR Fdn consider inflation drop by 36%
Partner with Nillion for "blinded compute"
Ondo Stocks & ETFs now on NEAR Intents
NEAR token up 135% since Sept 1st
The next level of NEARโซ
๐จ BREAKING:๐ท๐บRussia is now accepting
applications to officially register crypto exchanges under its new rules.
Clearer rules mean more confidence, more activity, and potentially more crypto adoption in the country.