Talk about the RWA track

The RWA sector has many tokens, and it's hard to understand each one. The leading SNX can just be looked at since it has a significant market cap and the concept is quite old; even if the market speculates on the RWA sector, funds are generally not willing to pay attention to it.

There isn't much energy for that, and the long-term observations are just five: PLUME, RSR, ONDO, RIO, MKR.

There are a few reasons:

1. They have been listed on major platforms like Binance and OKEx, which provide ample liquidity, and these large platforms have vetted them, meaning they are at least not shell projects.

2. Their market caps are very low; before this wave of growth, several were even below 100 million USD in market cap.

3. They are still continuously "doing things". The method to identify whether they are continuously active is quite simple: check their official website, Twitter, and Telegram to see if they are still updating; go to GitHub to check if they are still updating their code. There is no need to dive deep into how their code works or the market prospects of their products, because we are not large funds and do not require that level of professionalism, nor do we have the time and energy to understand such details.

Continuously active, small market cap, listed on major platforms, and still a leading project in the sector — these indicators are enough. The crypto market is one where even meme coins can be speculated to reach a market cap of hundreds of billions; who knows when the wind will blow for these small-cap projects with application scenarios, and they could soar high as well.

This does not mean they will definitely succeed; it’s just that from the perspective of risk and reward, they are indeed worth considering as part of an asset portfolio for "speculation."