Retarded World Assets price

The cryptocurrency market has risen for two consecutive days, with the NFT sector leading with a 9.62% increase. According to SoSoValue data, various sectors of the cryptocurrency market have risen for two consecutive days, with the NFT sector leading with a 9.62% increase in the last 24 hours. Within this sector, Pudgy Penguins (PENGU) surged by 20.98%, while Moca Coin (MOCA) and Apecoin (APE) increased by 3.65% and 5.02%, respectively. Additionally, Ethereum (ETH) rose by 1.33%, retreating to below $3,800 after approaching $3,900, while Bitcoin (BTC) slightly decreased by 0.24%, maintaining around $117,000. In other sectors, the AI sector increased by 6.42% in the last 24 hours, with Bittensor (TAO) and ai16z (AI16Z) rising by 8.34% and 14.86%, respectively; the Layer1 sector rose by 4.26%, with Solana (SOL) and Kaspa (KAS) increasing by 10.49% and 17.61%; the DeFi sector rose by 3.75%, with Jupiter (JUP) and Raydium (RAY) increasing by 13.86% and 17.62%; the Meme sector rose by 2.82%, with Fartcoin (FARTCOIN) increasing by 14.44%; the Layer2 sector rose by 1.51%, with Movement (MOVE) increasing by 6.08%; and the CeFi sector rose by 1.35%, while the PayFi sector increased by 1.19.

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Where my stables are atm ↓ More recommendations?

I also intend to set up new research groups for this bull wave. I quite agree with @nambitdefi about the narrative of this bull wave. Group link: I created this group for everyone to join and exchange ideas: Temporarily public for more engagement. Tomorrow I will review and filter it. Those who respond and specialize in analysis can stay. Those who are just following can follow on X.

In 2025, only one sector will maintain continuous positive growth and reach a historical high, and that is RWA. By the end of 2024, the RWA market size is approximately $15.2 billion, expected to reach $24 billion by June 2025, with an annual increase of over 58%, of which about $5.4 billion net inflow occurred in the second quarter. In contrast, AI and Depin sectors have dropped 45% since the end of 2024, MEME has dropped 80%, and the liquid staking sector has dropped 15%. Why can RWA stand out? As previously mentioned, U.S. Treasury products alone have seen a net increase of $800 million from January to March 2025, with a scale surpassing $4.2 billion. BlackRock BUIDL, Franklin BENJI, Republic, and Maple private credit are driving stable cash flow assets on-chain. Additionally, with U.S. Treasury yields maintaining around 6% in the first half of 2025, which is higher than most on-chain stable yields, it is logical for funds to continue flowing into RWA. Of course, Ethereum's full shift towards institutional adoption is also one of the driving forces for RWA. Currently, there is a complete RWA ecosystem infrastructure in crypto: Ethereum mainnet + Layer 2 (Base / Berachain) + specialized RWA bridges (Circle Perimeter, Centrifuge). What are the core products and tokens? Government bond yield products are mainly represented by BUIDL (BlackRock), BENJI (Franklin Templeton), and OUSG (Ondo). The main tokens include $ONDO, $OM (Mantra) (note the risks), $CFG (Centrifuge), and $POLYX (Polymesh). Of course, you can also bet on the foundational layer of RWA, which includes $LINK (Chainlink) and $ALGO (Algorand).