Recently, I met quite a few old OGs from the crypto investment world in Yunnan. We exchanged a lot of ideas and sparked some insights, leading to a clearer understanding of the trends and core sectors of the upcoming crypto bull market. Here’s a summary to share my insights and some opportunities.

The consensus among all investors is: there is an unprecedented trend of "mainstreaming" in crypto that is emerging. Especially with Trump strongly promoting the digitalization process, a series of bills have been implemented, and he has consistently emphasized making the U.S. a "crypto center." This path has been a game played in the capital markets for the past two years, vividly reflected in the following:

✅ Turning mainstream coins into assets for listed companies

✅ Incorporating on-chain earnings into financial reports as profits

✅ Allowing people in the financial sector to "buy coins" on the U.S. stock market instead of using wallets to "buy coins"

✅ A seamless connection between the U.S. dollar and digital dollar USDC

Therefore, you will find that not only are we old investors focused on the crypto market, but traditional capital markets are also closely watching this lucrative sector. It can be anticipated that this bull market or the next one will not be driven by memes, airdrops, or volatile price swings to attract retail investors—rather, it will be a bull market where crypto assets and traditional finance truly merge. Here, I will briefly outline the overall context of this market cycle:

1️⃣ Trump declares: Making the U.S. the global crypto center

Regardless of whether he is doing this for votes, this statement sends a signal: the regulatory attitude is shifting, and the "reconciliation" model has begun.

Once the U.S. government softens its stance, it means Wall Street can officially enter the game, marking the beginning of a change in the playing field.

2️⃣ Public companies start hoarding coins, especially #BTC and #ETH

Look at companies like MicroStrategy, Tesla, and Block, which directly treat cryptocurrencies as "corporate assets" in their financial statements. The purpose is simple: to hedge against inflation, provide a buffer, and enhance market value while riding the wave of popularity.

Coins becoming corporate assets means they have transformed into legitimate, mainstream, and auditable "financial instruments," which is a qualitative leap.

3️⃣ Trading platforms moving towards securitization: #Robinhood, #Coinbase, #MyStonks, etc., integrating coin and stock

MyStonks has directly obtained a U.S. MSB license, focusing on compliant securities + crypto tokens. Robinhood acquired Bitstamp, directly connecting global trading pathways.

At this point, you realize: it’s not just crypto projects wanting to "enter the circle," even brokerages want to "break out," heading in both directions.

4️⃣ Reverse mergers: Crypto moguls buying shell companies to go public, with U.S. stocks becoming containers for "on-chain assets"

This is the topic we investors have discussed the most deeply and passionately recently. After all, revitalizing assets with shell resources or penny stocks to house new assets and tell new stories is appealing to everyone. Interestingly, previously projects would grow large and then "IPO," but now it has reversed—mainstream coins' project teams are actively buying shells in the U.S. stock market to go public as assets.

A landmark event is that the #SBET holding address has surpassed the Ethereum Foundation. This essentially sets the tone for this bull market: the explosion of #RWA is coming!

Thus, we investors have reached a conclusion: we believe that "RWA Summer" will be even more rapid than "DeFi Summer." 🧐

The reason is simple: no matter how cool #DeFi is, it only has tens of millions of wallet users. However, #RWA will engage hundreds of millions of global shareholders + trillions in funds + corporate accounts to play with asset injections, bond trading, and converting stocks and bonds into coins. Wall Street will not miss the $36 trillion bond market, the $20 trillion real estate market, and even #RWA assets like gold, ETFs, and carbon credits.

The on-chain #RWA protocols and projects will become the "digital packaging factories" for these traditional assets. Imagine if the next Blackstone, Vanguard, or UBS were to issue on-chain bonds and securities tokens; even converting just 1% of the asset volume would double the entire crypto market! Therefore, in the face of this major trend, those who go with the flow will prosper, while those who resist will perish.

Learning about #RWA, investing in #RWA, and positioning in #RWA is urgent.

RWA participation link🔗: https://mystonks.org/?code=Vu2v44

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