🔥 AI hay RWA — which narrative will ride the wave?
Looking at my personal watchlist, I break it into 2 groups:
🤖 AI
• $TAO — Bittensor
• $VVV — Venice
• $NEAR — AI ecosystem + infrastructure
🏦 RWA
• $XLM — payments & asset tokenization
• $QNT — infrastructure connecting financial systems
• $XRP — payments and settlement
What I pay attention to is:
AI = a growth story + compute + data + agents.
RWA = a story of asset tokenization + payments + financial infrastructure.
If the money flow chasing narratives is highly speculative, I’ll watch TAO / VVV / NEAR very closely.
If the market shifts strongly toward adoption stories and real assets getting brought on-chain, the XLM / QNT / XRP group is worth observing.
👉 Personally, I don’t want to go all-in on a single narrative. I prefer to split capital, track the money flow, and only add to positions when the thesis is confirmed.
Looking at my personal watchlist, I break it into 2 groups:
🤖 AI
• $TAO — Bittensor
• $VVV — Venice
• $NEAR — AI ecosystem + infrastructure
🏦 RWA
• $XLM — payments & asset tokenization
• $QNT — infrastructure connecting financial systems
• $XRP — payments and settlement
What I pay attention to is:
AI = a growth story + compute + data + agents.
RWA = a story of asset tokenization + payments + financial infrastructure.
If the money flow chasing narratives is highly speculative, I’ll watch TAO / VVV / NEAR very closely.
If the market shifts strongly toward adoption stories and real assets getting brought on-chain, the XLM / QNT / XRP group is worth observing.
👉 Personally, I don’t want to go all-in on a single narrative. I prefer to split capital, track the money flow, and only add to positions when the thesis is confirmed.
