CZ clearly sets RWA and AI as the main theme for the next bull market, and that assessment is highly valuable. But when it comes to RWA, many people’s first reaction is Ondo—honestly, I feel like that’s something to question.
Ondo will have a lot more unlocks coming later. The script will likely play out much like those VC coins from the last cycle: market cap rises, while the coin price just stands still; retail investors who jump in end up propping up institutions.
So my focus is more on $CFG. I won’t go into too much analysis of this project—those who understand will understand. With a bit of time, you can see the fundamentals, token model, and how well-positioned the project is within its niche. All I can say is that when planning for the next cycle, I’d recommend putting it near the top of your watchlist.
In the RWA space, at least in my view, there are currently only two that can truly be called “serious” assets—one is Ondo, which the market is over-anticipating, and the other is CFG, which hasn’t been priced in enough yet.
As for how to choose, you’ll have to weigh it for yourself.
Ondo will have a lot more unlocks coming later. The script will likely play out much like those VC coins from the last cycle: market cap rises, while the coin price just stands still; retail investors who jump in end up propping up institutions.
So my focus is more on $CFG. I won’t go into too much analysis of this project—those who understand will understand. With a bit of time, you can see the fundamentals, token model, and how well-positioned the project is within its niche. All I can say is that when planning for the next cycle, I’d recommend putting it near the top of your watchlist.
In the RWA space, at least in my view, there are currently only two that can truly be called “serious” assets—one is Ondo, which the market is over-anticipating, and the other is CFG, which hasn’t been priced in enough yet.
As for how to choose, you’ll have to weigh it for yourself.
