Centrifuge (CFG)

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

About a month ago I talked about what should be done in a possible #altcoin rally.

Today's topic will again be RWA.

I will write, to the best of my knowledge, how to maximize gains from the RWA sector and how to read the sector.

1-Credit and bonds

The future of the RWA sector is actually not real estate or assets (the wealthy's art investments, NFTs); it lies in the involvement of institutions in debt markets. Treasury bonds worth trillions of dollars and institutional credit pools (projects like $CFG, $SYRUP) will be transferred on-chain without intermediaries, resulting in direct capital flow into this sector. The first rule to profit from this sector is to invest not directly in the tokenization itself, but in the projects/companies that provide the infrastructure for this tokenization.

In other words, as the saying goes, go mining gold, sell shovels. We will focus on those selling the shovels.

2-Regulation

If institutions are entering the market, they will not risk billions of dollars in unregulated areas; we must not forget this.
Projel