Sen's current spot positions!!!
1. $LINK : The absolute mainnet of the oracle track
Why hold it?
This wave of rally has strong logical support, not just emotional speculation. The core point is that its reserve mechanism has been activated, equivalent to the company using its own profits to continuously repurchase stocks (LINK) in the secondary market, directly introducing a deflationary model and value capture for the token.
On-chain data shows that giant whales are frantically accumulating, withdrawing over 900,000 tokens from exchanges in three days, which is clearly smart money positioning, not retail behavior.
The most critical factor is the collaboration with the Intercontinental Exchange (ICE), which brings top traditional financial data from the NYSE onto the blockchain, directly opening up the trillion-dollar RWA market. This narrative is too big; it is no longer just an oracle, but has become a data bridge between on-chain and off-chain, an essential infrastructure for institutional entry.
2. $UNI : The king of DEX, value is finally about to return
Why hold it?
Its biggest pain point has been resolved: the "fee switch" has passed! This means that in the future, when we stake UNI, we can directly share the fee income generated by the protocol. UNI has transformed from a somewhat useless "voting right" into a revenue-generating asset, completing a paradigm shift in value accumulation.
It is the hardest blue-chip in the DeFi space, with a very deep liquidity moat. As long as on-chain transactions are still happening, it will always be the leader. This current valuation does not even reflect the cash flow value after fee distribution, with plenty of Alpha.
3. $ONDO : RWA leader, the official on-chain representative of traditional finance
Why hold it?
It is engaged in RWA (Real World Assets) activities, simply put, moving government bonds and securities onto the blockchain. The team comes from BlackRock and Goldman Sachs, professionally focused on finance, creating compliant and reliable products.
In the current high-interest-rate environment, institutions are frantically seeking yields. The tokenized U.S. treasury bonds issued by Ondo offer high returns and flexibility, with explosive demand. This track is at the trillion-dollar level, and it is the one leading the charge.
The ONDO token is its governance token, and as the ecosystem grows, it will also share the protocol's income. This is equivalent to a preemptive layout for traditional large institutions entering the crypto world, capturing both Beta and Alpha.
If you have any questions, feel free to communicate!!!
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