Today 623 U, May 25, 2025

Last week, the cumulative net inflow of Bitcoin spot ETFs in the United States reached $2.75 billion, supporting BTC to break previous highs. However, the current number of tokens is over 1000 times more than in 2021. The altcoin season may come very slowly, but it will retreat very quickly.

BTC is the eternal theme. As BTC rises repeatedly, the second place, ETH, continues to decline.

In the future, the only focus can be on BTC and hot topics related to altcoins, similar to short-term speculative trends, where everyone competes to run faster.

Now it’s all small players, exchanging tokens back and forth. The short-term market should still see BTC standing out alone. Perhaps BTC reaching 200,000 will come soon, but by then, overall, everyone still hasn’t made much money. Altcoins have nothing left to lose, which will usher in a wave of fast-paced market activity, and the hot topics of altcoins will shift to different speculations.

I will wait to add positions in RWA coins at lower points, mainly focusing on the monthly trend. If the trend is upward, I will firmly hold until the RWA concept explodes across the board. Now is the time for B coins to shine, and the popularity of B coins has also driven the rise of an E coin, which definitely has a hint of a Ponzi scheme.

Personally, I am optimistic about RWA coins. I haven’t elaborated on many of my reasons, but they are mainly based on the following two logical judgments.

1. The US stablecoin bill, known as the GENIUS Act, is expected to pass in the next few months. The Hong Kong stablecoin bill has already passed. Once passed, the most worthwhile investment will be the entire RWA (Real World Assets) sector.

2. After RWA (Real World Assets) compliance, Binance is expected to lay out stock tokenization. When that happens, RWA coins will be Binance's favored children and will certainly receive support. Can you imagine buying stocks on Binance? There was once a person who almost overwhelmed Binance with his explosive ideas, working on stock tokenization for US stocks on his exchange, allowing people to buy stocks like Apple and Tesla, with significantly good results.

Currently, there are quite a few quality coins in the RWA (Real World Assets) sector, but RWA coins have enormous potential now and are worth holding with expectations for three to six months.