Rocky
Rocky|Jul 18, 2025 11:18
Recently, I have met many experienced investment experts in the cryptocurrency industry in Yunnan, exchanged ideas, and sparked discussions. I have gained a clearer understanding of the trends and core tracks of the future cryptocurrency bull market. Here is a summary and sharing of my insights and opportunities. The consensus among all our investors is that we are feeling an unprecedented trend towards mainstream cryptocurrency. Especially during this Trump administration, he vigorously promoted the digitalization process, implemented a series of laws, and consistently emphasized building the United States into an "encryption center". In fact, this path has been a game played by the capital market in the past two years, reflecting it vividly. in compliance with 👇 ✅ Transforming mainstream coins into assets for listed companies ✅ Put the on chain revenue into the financial report and turn it into profit ✅ Let people in the financial industry "buy coins" on the US stock market instead of using wallets to "buy coins" ✅ Seamless connection between USD and digital USD USDC So, you will find that not only are we old leeks staring at the cryptocurrency market, but the peripheral traditional capital market is also closely watching this fat meat. So it can be foreseen that this bull market or the next bull market is no longer the cycle of attracting retail investors through memes, airdrops, and sharp rises and falls as before - it is a real combination of cryptocurrency assets and traditional finance. Here I will briefly outline the overall trend of this round of market: one ️⃣ Trump Speaks: To Make America the Global Cryptocurrency Center Regardless of whether he is trying to win votes or not, once this sentence is spoken, it is a signal that the regulatory attitude is shifting and the "surrender" mode has begun. And once the US government softens its stance, it means that Wall Street can officially enter, which is the beginning of the game table turning upside down. two ️⃣ Listed companies are beginning to hoard coins, especially BTC and ETH You see, companies like MicroStrategy, Tesla, and Block directly include cryptocurrency as a "corporate asset" in their financial statements. The purpose is simple: to avoid inflation, hedge, increase market value, and also ride on a wave of hot topics. The transformation of currency into a company asset is equivalent to it becoming a legal, mainstream, and auditable 'financial instrument', which is a qualitative leap. three ️⃣ Trading platforms move towards securitization: Robinhood, Coinbase, MyStonks and other entry coins and stocks merge MyStonks directly obtained the MSB license in the United States, focusing on compliant securities and encrypted tokens. Robinhood buys Bitstamp, directly connecting global trading channels. At this point, you will know that not only encryption projects want to "enter the market", but even securities firms want to "exit the market", rushing in both directions. four ️⃣ Reverse merger: Crypto giants buy shell and go public, turning US stocks into 'on chain asset' containers This is the most deeply discussed and enthusiastic topic among investors recently, after all, shell resources or fairy stocks are used to revitalize assets, install new assets, and tell new stories, which everyone likes. It is interesting that in the past, it was the projects that went public when they grew bigger, but now the situation has reversed - the project parties behind mainstream coins actively buy shells in the US stock market and go ashore as assets. The landmark event is the recent SBET coin holding address surpassing the Ethereum Foundation. This basically sets the tone for this bull market: RWA explosion is coming! So, in the end, as investors, we came to the conclusion that 'RWA Summer' will be more rapid than 'DeFi Summer'. 🧐 The reason is simple, no matter how cool DeFi is, its wallet users are only tens of millions. RWA, on the other hand, requires the use of billions of global investors, trillions of funds, and corporate accounts to play asset injection, bond trading, and stock to bond conversion games. Wall Street won't miss out on the 36 trillion yuan bond market, the 200 trillion yuan property market value, and even gold ETF、 RWA assets such as carbon rights. The RWA protocol and projects on the chain have become the "digital packaging factories" for these traditional assets. Imagine if the next Blackstone, Vanguard, and UBS all had to issue on chain bonds and securities tokens, even if they only converted 1% of their asset volume, the entire cryptocurrency market would have more than doubled! So, in the face of the big trend, those who follow it will prosper, while those who go against it will perish. Learning RWA, investing in RWA, and laying out RWA is urgent. RWA participation link 🔗: https://mystonks.org/?code=Vu2v44
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