Directly pulled up on SIGN, yesterday's pork knuckle rice airdrop sold off, more than doubled again, really awesome!
Let's briefly talk about RWA and SIGN:
RWA undeniably has tremendous potential, tokenization of real-world assets is a future trillion-dollar blue ocean market, but it is still in the early stages. The main representatives include: ONDO, plume, etc., while OM has had a blowup, so this year we should still approach it cautiously, focusing on leading projects and new coin arbitrage;
SIGN aims to create global RWA-like infrastructure, written very grandly, in line with the aesthetic of the Chinese people, giving the impression of huge potential, and may grow into a hundred billion giant, provided that it delivers on what is stated in the introduction.
However, looking at the founder's exclusive interview, there has been very little substantial progress; the APP has not yet been developed, and currently, the main focus is on community open activities. The recent goal is still to benchmark against WLD and PI, with little market value potential this year aiming to connect with over 20 countries. Only if there is substantial progress can the coin price be supported, especially with significant directional progress, to guard against hype and emptiness;
The spring and highlight moments for RWA should be the next year or two, especially when the macro economy and free trade are not good, tokenized asset trading will be able to supplement the global trade freedom, accelerating the tokenization of real-world assets, which will significantly increase the related token assets and profits. It is also possible for leading projects to reach hundreds of billions, and hundredfold coins are also possible;
In the RWA sector, focus on ONDO and plume with progress, leading RWA tokens and RWA + Defi concepts, and consider accumulating gradually at low positions:
ONDO, by issuing 1:1 backed security tokens and a dedicated public chain, is building compliant RWA facilities connecting Wall Street and DeFi. Tokens have been issued, currently, Ondo's TVL has surpassed 1 billion dollars, continuously developing Wall Street 2.0 concept products;
PLUME, an EVM chain specifically designed for RWVA, promotes asset on-chain, compliant circulation, and integration with DeFi. Tokens have been issued, and the current focus is on expanding Plume's ecosystem to cover a broader range of real-world asset categories and yield-generating use cases.
