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So far this year, there is only one zone that has truly continued to strengthen and reached new highs: RWA. The overall rise since the beginning of the year has exceeded 58%, especially with a very strong net inflow of funds in the second quarter.
In contrast, AI and Depin have fallen by nearly half, MEME is even worse, having been cut in half and more, and the staking zone has also seen a significant pullback.
The reason for the strong performance of RWA is very straightforward: assets like U.S. Treasuries offer high and stable returns, and with traditional giants like BlackRock and Franklin bringing products on-chain, funds naturally flow in. Moreover, Ethereum, L2, and dedicated bridges have also built a very complete infrastructure for RWA.
Key tokens to pay attention to are ONDO, SYRUP, OM, CFG, POLYX, and also the two in the infrastructure direction: LINK and ALGO. #山寨季来了?#