$NEAR, $UNI, $ARB are pumping. So where's the next opp?
I think the market is starting to price in one clear narrative: RWA + tokenized stocks + TradFi moving onchain.
[1] $NEAR has a fresh catalyst after Confidential TVL crossed $70M, triggering the snapshot for NEAR@3.33.
[2] $UNI is benefiting from volume on Robinhood Chain + Arc, while Uniswap keeps pushing infra for tokenized assets and permissioned pools.
[3] $ARB got a major narrative boost after Standard Chartered put out a $10 target by 2030, with the thesis mainly around Robinhood Chain, TradFi chains and revenue from the Arbitrum Expansion Program.
So should we chase these pumps? Personally, I wouldn't.
I'm looking at names that haven't been repriced as hard yet:
– $ONDO: pretty obvious RWA beta. Oasis Pro Markets just became the first tokenization platform to join DTCC Fund/SERV, which processes over 85% of US mutual fund activity.
– $LINK: if tokenization keeps scaling, oracle + cross-chain infra becomes even more important. IMO this is the kind of infra play ppl overlook while everyone focuses on tokenized stocks.
– $AAVE: Aave V4 is live on Arc with USDC, EURC, WETH and cirBTC. If Arc can actually pull in institutional/RWA liquidity, lending is one of the places I'd expect capital to rotate into next.
– $ETH: still the broadest exposure if the thesis is more assets + financial rails moving onchain.
IMO the next move may not be in the coins already pumping, but in the infra sitting behind the same flow.
Ofc, NFA
I think the market is starting to price in one clear narrative: RWA + tokenized stocks + TradFi moving onchain.
[1] $NEAR has a fresh catalyst after Confidential TVL crossed $70M, triggering the snapshot for NEAR@3.33.
[2] $UNI is benefiting from volume on Robinhood Chain + Arc, while Uniswap keeps pushing infra for tokenized assets and permissioned pools.
[3] $ARB got a major narrative boost after Standard Chartered put out a $10 target by 2030, with the thesis mainly around Robinhood Chain, TradFi chains and revenue from the Arbitrum Expansion Program.
So should we chase these pumps? Personally, I wouldn't.
I'm looking at names that haven't been repriced as hard yet:
– $ONDO: pretty obvious RWA beta. Oasis Pro Markets just became the first tokenization platform to join DTCC Fund/SERV, which processes over 85% of US mutual fund activity.
– $LINK: if tokenization keeps scaling, oracle + cross-chain infra becomes even more important. IMO this is the kind of infra play ppl overlook while everyone focuses on tokenized stocks.
– $AAVE: Aave V4 is live on Arc with USDC, EURC, WETH and cirBTC. If Arc can actually pull in institutional/RWA liquidity, lending is one of the places I'd expect capital to rotate into next.
– $ETH: still the broadest exposure if the thesis is more assets + financial rails moving onchain.
IMO the next move may not be in the coins already pumping, but in the infra sitting behind the same flow.
Ofc, NFA