Today the market is turning red again. Bitcoin is up 1.8% to 84,700, SOL is up 5.2%, and XRP is up nearly 7%. With the broader market recovering, the gainers list has also seen a fresh batch of faces. Today’s winners are RWA, stablecoins, and new public chains.
ONDO is up 31.9%, with trading volume of $154 million—one of the top three by volume, and the most solid. Ondo is the leader in the RWA sector that brings Treasury bonds on-chain. This move is aligned with the same theme as institutions’ continuous positioning for tokenized assets. Earlier, Standard & Poor’s’ acquisition of OpenZeppelin was also in this direction. It has real business, strong demand for capital to absorb it—so it has the highest “gold content.”
XPL is up 31.3%, with $59.6 million in volume. Plasma is a public chain built specifically for stablecoins; the logic is straightforward. Stablecoin settlement volume has been steadily rising—whoever can deliver the best cost and speed will win a spot. But it’s a new project, with sharp volatility, so don’t go heavy.
NEAR is up 19.2%, with $255 million in volume—the largest trading volume in the whole market. NEAR’s AI narrative has been strengthening continuously. Funds have been adding positions along this line, which I mentioned a few times earlier. For now, the trend hasn’t broken.
My take is very direct: today’s these three are actually one thing. Tokenizing traditional assets plus stablecoin infrastructure—that is the hardest main theme of this round. ONDO and NEAR have both volume and a clear logic, so you can follow them. XPL is on the right direction, but the volatility is too high, so you can only try with a small position. As long as the broader market doesn’t fall back to 83,000, this line should keep going.
#涨幅榜 #ONDO #RWA #NEAR
ONDO is up 31.9%, with trading volume of $154 million—one of the top three by volume, and the most solid. Ondo is the leader in the RWA sector that brings Treasury bonds on-chain. This move is aligned with the same theme as institutions’ continuous positioning for tokenized assets. Earlier, Standard & Poor’s’ acquisition of OpenZeppelin was also in this direction. It has real business, strong demand for capital to absorb it—so it has the highest “gold content.”
XPL is up 31.3%, with $59.6 million in volume. Plasma is a public chain built specifically for stablecoins; the logic is straightforward. Stablecoin settlement volume has been steadily rising—whoever can deliver the best cost and speed will win a spot. But it’s a new project, with sharp volatility, so don’t go heavy.
NEAR is up 19.2%, with $255 million in volume—the largest trading volume in the whole market. NEAR’s AI narrative has been strengthening continuously. Funds have been adding positions along this line, which I mentioned a few times earlier. For now, the trend hasn’t broken.
My take is very direct: today’s these three are actually one thing. Tokenizing traditional assets plus stablecoin infrastructure—that is the hardest main theme of this round. ONDO and NEAR have both volume and a clear logic, so you can follow them. XPL is on the right direction, but the volatility is too high, so you can only try with a small position. As long as the broader market doesn’t fall back to 83,000, this line should keep going.
#涨幅榜 #ONDO #RWA #NEAR