If you ask me to focus on crypto assets in terms of a gradient, this is how I would sort them:
First tier:
ETH / Stablecoins / DeFi / Perp DEX
Second tier:
RWA / Tokenization / RWA Perp / Payment & Settlement
Third tier:
AI Agents / Prediction Markets / On-chain Data
Fourth tier:
New L1s, new L2s, new AI coins, new Memes
My asset allocation by layers follows the same logic. If stablecoins, RWA, lending, DEX, and AI Agent payments continue moving on-chain, then ultimately we need a foundational settlement asset and a liquidity layer.
So I’ll keep watching whether this chain—ETH → L2 → DeFi → Stablecoin → RWA—can continue to create positive feedback.
In this round, on my asset allocation sheet, I added HYPE, Link, Arb, UNI, Ldo, Sky, AAVE, and others. This isn’t just me blindly chasing top-tier assets or buying whatever; their defining positioning is very core and aligned.
As for other concepts like “gold RWA,” “T-bill RWA,” “AI agents,” and so on—none of these have been validated by the market yet. In the end, it’s hard to tell who will truly come out on top.
The market for the assets I’ve chosen has been tested over the long run. Their path is viable—what’s lacking is some institutional integration and broader validation.
$BTC $UNI $ARB #btc #uni #arb
First tier:
ETH / Stablecoins / DeFi / Perp DEX
Second tier:
RWA / Tokenization / RWA Perp / Payment & Settlement
Third tier:
AI Agents / Prediction Markets / On-chain Data
Fourth tier:
New L1s, new L2s, new AI coins, new Memes
My asset allocation by layers follows the same logic. If stablecoins, RWA, lending, DEX, and AI Agent payments continue moving on-chain, then ultimately we need a foundational settlement asset and a liquidity layer.
So I’ll keep watching whether this chain—ETH → L2 → DeFi → Stablecoin → RWA—can continue to create positive feedback.
In this round, on my asset allocation sheet, I added HYPE, Link, Arb, UNI, Ldo, Sky, AAVE, and others. This isn’t just me blindly chasing top-tier assets or buying whatever; their defining positioning is very core and aligned.
As for other concepts like “gold RWA,” “T-bill RWA,” “AI agents,” and so on—none of these have been validated by the market yet. In the end, it’s hard to tell who will truly come out on top.
The market for the assets I’ve chosen has been tested over the long run. Their path is viable—what’s lacking is some institutional integration and broader validation.
$BTC $UNI $ARB #btc #uni #arb