会飞的比特币

Based on previous experience, if October kicks off a bull market, we have about three months left to position our holdings. Which potential tokens should we stack up on????

We need to get our positions sorted in these three months.

The next bull market will be driven by the era of everything going on-chain with RWA.

It’s all about which tokens will be at the center of this storm.

Check out this chart. US Treasuries will definitely lead the pack as on-chain assets.

There was a theory that suggested we should Bitcoinize US Treasuries, which are nearly $40 trillion. That means Bitcoin would need to pump about 13x, bringing it close to $900k per coin.

Let’s not get into which assets are going on-chain for now. Instead, let’s see which tokens will dominate this movement?

First off, stablecoins will be the backbone for settlements. They are undoubtedly the most crucial part.

The ranking of stablecoin on-chain circulation is: $ETH > $TRX > $SOL > $BNB > $HYPE > $BASE > $ARB > $POL > $APT > $XRP

The market cap ranking for stablecoins is USDT, USDC, USDS, USDE, DAI, USD1, USDP, RLUSD, which correspond to the following project tokens: $CRCL, $SKY, $ENA, $MKR (with SKY replacing), $WLFI, $XRP (some are issued by institutions themselves and won't be displayed).

In terms of network asset value rankings: ETH, BNB, SOL, XLM, HYPE, ZK, AVAX, ARB, POL.

The most impactful ones are #LINK , #ONDO , #SKY , #XLM , #CFG .

Here’s a brief overview of each:
$LINK - Leading oracle, balancing real-time prices across platforms.
$ONDO - (Ondo Finance) Leading tokenization of pure RWA assets.
SKY - The largest decentralized RWA treasury globally.
XLM - Compliance-focused cross-border settlement leader in RWA.
CFG - Leading player in RWA physical asset deployment.

You can start positioning by combining candlestick analysis and stacking up on:

Based on candlestick analysis, here’s a ranking of the top 100 coins by market cap, with the top 15 that have good accumulation and solid volume as follows:

$ETH, $LINK , $PENDLE , $XRP, $TON, $ETHFI, ￥$SOL, $HYPE, $ADA, $ONDO 11th: $NEAR, 12th: $STRK, 13th: $AVAX, 14th: $FET, 15th: $INJ

So theoretically, among the top 100 market cap coins, these 15 are the standout ones. The others in the top 100 that aren’t listed here aren’t looking good. For example, BSV and BNB may be in the top 100 by market cap, but their accumulation isn’t strong.

For the top 10 coins' accumulation situation, I’ve compiled a table to reference or save for myself.

Project tokens for blockchain and traditional institutions to cooperate. Focus on this. Tokens with traditional capital injection or channel partnerships. $POLYX $LINK $XLM

Credit RWA allocation $TRU $CFG

Fixed-income RWA track layout $ONDO $ENA $PENDLE must definitely be placed. Later it will be a toll station.

RWA base-layer tokens that need to be arranged. It’s recommended to save this. You can gradually place orders and build the layout.
This is the foundation of the entire blockchain finance.
$LINK $QNT $SOL

📌Ondo 430 + only tokenized US stocks and ETFs are officially launched on the Ethereum and BNB Chain Uniswap platform. Leveraging UniswapX for aggregated deep liquidity enables efficient on-chain trading.

Overseas users can instantly set up 7×24 hour on-chain exposure to US stock assets. $ONDO , as the leading RWA player, is directly set to receive a double boost in both traffic and trading volume, while UNI and BNB simultaneously benefit from the large-scale on-chain tokenization of real-world assets.
$BNB $UNI

#ONDO #UNI #BNB #RWA #代币化美股

📌 Industry veteran analysts provide deep interpretation of Open USD:

The core of the collective endorsement by more than a hundred companies is not brand marketing, but three institutional innovations—zero-minting redemption fees, reserve earnings shared by all, and multi-party neutral alliance governance—replicating the SWIFT model of a shared public financial infrastructure.

The project targets the global multi-trillion-scale markets for traditional cross-border and capital market fund flows. It is expected to reshape the underlying rules of global on-chain payments and usher stablecoins into the era of public infrastructure.
$SOL
$XLM
$XPL

📌MetaMask Money Account Exclusive Login on Monad！

An all-in-one DeFi interest-earning account with a physical payment card. Your balance earns interest while you can also directly swipe your card for in-store purchases.

Leveraging Monad’s high throughput + MetaMask’s no-gas unique advantage, the Web3 personal finance and payments closed-loop solution is brought to life. With massive wallet users onboarding into the ecosystem, the long-term fundamentals are favorable: $MON
。

Mr. Huang really isn’t easy, you know. I guess he’s starting to lose his mind. $ETH

📌Singapore TOKEN2049 announces the first batch of 100+ keynote speakers, with executives from top institutions such as Nasdaq, Franklin Templeton, Hyperliquid, Base, and more joining—along with prominent crypto macro figures like Arthur Hayes.

This summit will focus on key tracks including institutional compliance, RWA, derivatives, and Ethereum L2. It is expected to unleash a series of major industry catalysts, becoming an important barometer for the crypto market in the second half of the year.

$BTC $ETH

📌Theo Network invests $20 million to subscribe for Fidelity Moody’s highest-rated tokenized fund FILQ, marking the first time a crypto platform has entered Fidelity’s RWA products.

JPMorgan Chase’s official net asset value data is uploaded to the blockchain in real time via the Chainlink oracle, providing on-chain institutions with cash-management instruments at the highest level of security, continuously validating the essential infrastructure value of $LINK in the institutional RWA sector.

📌Open USD officially launched on day one will be issued natively on Solana, leveraging an alliance of 140+ global industry giants to deliver four major innovations: zero mint-and-redeem fees, no transaction limits, shared reserve yield, and multi-party governance.

$SOL marks the major rollout of an enterprise-grade compliant stablecoin. A large amount of capital from traditional institutions is expected to flow into the ecosystem through Open USD, which will be a long-term positive for Solana’s cross-border payments and RWA fundamentals.

🐳 Long-term positioning signals are showing! A brand-new anonymous wallet withdraws 5,926 coins in a single transfer from Binance—$ETH (worth $9.29 million). After the withdrawal, it is immediately transferred into a staking contract for locked, interest-earning

📈$PYTH is set to reach a major milestone: Nasdaq’s official market data has been formally integrated into the Pyth data market. Authoritative exchange market data enables on-chain and off-chain bidirectional distribution, validating the industry trend of distributed ledger-based onboarding of financial data.

Going forward, Pyth will continue to onboard more traditional financial data sources, strengthening the foundation of trusted oracle infrastructure for the RWA and synthetic assets sectors—an ongoing long-term positive for PYTH fundamentals.

📈Visa and MasterCard-backed enterprise stablecoin Open USD officially launches on the Stellar blockchain, targeting low-cost, high-throughput global enterprise cross-border settlement scenarios.

Built on the offline payment networks of the two giants reaching hundreds of millions of merchants, it connects stablecoin online and offline commercial use into a closed-loop system, continuously strengthening $XLM cross-border payments fundamentals and benefiting the long-term development of the Stellar ecosystem for institutions.

The market is getting more and more pessimistic. They’re even shouting 20,000... $BTC

Another day of sitting idle! Get up and exercise!
Looks like it will only rise after I wake up tomorrow morning.$BTC $ETH

A rich man with a cloth on his head is buying Bitcoin on the dip
An Emirati private bank, Goldman Lampe, invested €120 million to increase its Bitcoin holdings
$BTC $ETH $SOL

The market is being flooded with liquidity.
USDC Treasury minted 250 million USDC on the Solana chain
$BTC $ETH $BNB