CFG (CFG)

➥ If you want to find RWA projects to invest in, look at collected fees Why do I say that? Because TVL can be pumped in the short term, while fees usually reflect real demand. It is very hard for a project to fake collected fees, but TVL can be inflated much more easily. If we look at May 2026 data, RWA is starting to split clearly between protocols that only hold assets and protocols that actually make money from those assets. Top RWA protocols by collected fees: – @Securitize: ~$5.72M – @centrifuge: ~$4.07M – @OndoFinance: ~$4.03M – @apyx_fi: ~$1.74M – @onrefinance: ~$1.67M – @MidasRWA: ~$1.22M – @HastraFi: ~$1.18M – @re : ~$1.18M – @Theo_Network: ~$346K – @NestCredit: ~$327K So don’t keep asking others which project you should invest in. Look at metrics like this, then choose 1-2 top projects that already have tokens. If I apply this method, the answer I get is: $CFG and $ONDO.

In May, $CFG generated $4M, and $ONDO generated $3.65M in revenue.

What is the RWA sector in a potentially occurring bottleneck, what is its importance, and what should be focused on? Answers are in the quoted post.

gm,with sentiment remaining extremely weak across crypto and a large portion of risk capital continuing to rotate toward AI and technology stocks, it's not surprising to see many investors becoming increasingly selective about where they allocate capital. when liquidity becomes tighter, narratives alone tend to matter less and the quality of underlying assets starts becoming much more important. that's partly why I've continued spending time revisiting @centrifuge and the broader private credit space. one thing I think the market still underestimates is that tokenization itself may end up being the easy part, while building a functioning credit market around those assets could be significantly harder. today, almost everything can be tokenized: treasuries, private equity, private credit, real estate and countless other assets are already moving on-chain in different forms. but creating assets is not the same as creating a financial system around them. someone still needs to provide liquidity, evaluate risk, allocate capital and connect investors with real economic activity taking place outside of crypto. that's partly why @centrifuge continues to stand out to me, because the team has spent years building infrastructure around private credit rather than simply focusing on bringing more assets on-chain. and honestly, if tokenization succeeds over the long term, I suspect credit infrastructure may end up becoming even more important than the assets themselves. the reason is simple, financial systems are not built on assets alone, they are built on capital continuously moving between those assets in productive ways. most people are focused on who will bring the next trillion dollars of assets on-chain. I'm becoming more interested in who will finance those assets once they arrive. maybe the next phase of RWA isn't about tokenizing more things,,,maybe it's about building the credit layer that allows those things to actually function at scale. that's one of the reasons $CFG remains on my radar. NFA. DYOR.

Very good 😎

$CFG $ONDO https://t.co/WPKtIeA6QR

$CFG looks good ngl, been adding more to my $CFG position during this market consolidation lately. not because price is exploding now…but honestly because this type of environment is usually where the best long-term entries happen. $BTC still chopping, altcoins getting drained slowly, sentiment weak again…and while most people are busy chasing whatever narrative pumps lately, I’ve been paying more attention to projects quietly building real traction underneath the surface. that’s mainly why I keep coming back to $CFG RWA still feels early overall, but the market is slowly starting to separate: tokenized hype vs actual financial infrastructure. and I think $CFG sits much closer to the second category. timing-wise, what interests me most is that institutional adoption around tokenization keeps accelerating even while the broader market stays messy. #Coinbase partnering with #Centrifuge, TVL already around ~$1.6B+, fee switch activated, multi-chain expansion live… yet market cap still feels relativ

$CFG update: I still regret selling this over fundamentals... That's Casper's fault... Anyway, this is hinting at breaking this pattern on the RSI weekly, if it does it could double in price. Looks like a buy signal is coming in. If it suddenly changes its a long way down. Looks more bullish than bearish. I just wouldn't buy here. You have what you have. I'd sell immediately on this pump because there is no room to run higher than that unless you start crossing moving averages. Until then it's a weak rally up to 0.54 get out at 0.52.