To be honest, I’ve been keeping an eye on the RWA (Real World Assets) route. In this sector, the only real-world application that’s likely to succeed is bringing US stocks on-chain.

ONDO is pretty interesting right now—their tokenized stock trading has captured over 70% of the market, and many mainstream platforms’ stock tokenization services are built on its protocol. Its current market cap is around $2.3 billion, which isn’t particularly high.

However, it’s important to note that there will be large unlocks and releases every January 18th for the next three years, which will definitely put pressure on the price. Personally, I’m thinking of entering if it drops below $0.20, just to bet on a cycle rotation and see if the RWA narrative takes off during the bull market.

Of course, this is just my personal plan and does not constitute any advice.