The main narrative of this bull market: RWA + stock tokenization. This main thread will run through the entire bull market cycle, so it’s especially important to pay attention.

Relevant tokens include infrastructure-layer tokens, trading-layer tokens, and high-BEAT ecosystem tokens. The core underlying targets in US stocks are HOOD, COIN, and CRCL—how many of these US stocks do you hold? In any case, there are corresponding US stock tokens for each.

Trading/infrastructure layer: UNI, ONDO, LINK, ETH, SOL, XLM. High-BEAT tokens have been mentioned repeatedly in the previous post and in past content: stock memes and launchpad platforms.