We're going to hit the first market-wide major correction when the US crypto regulation is announced, most likely in Q1 2025.
I expect a long-term positive outcome from the regulatory framework, but the initial fears around it will be amplified through media cycles, as they always do, to flush out retail investors in the middle of the bull cycle.
Study the last cycle too—where you saw a market-wide bleed post-March 2021—and the 3-month correction led to a wider rally for alts.
The correction period will likely come into play soon, within a maximum of 4–5 months, but the rally after the reaccumulation phase post-correction could be much longer, especially for "Dino" coins like AAVE, MKR, ETH, and other projects that appear to be solid assets or businesses in the eyes of crypto regulators.
That's what I think the real supercycle would look like—where coins with strong fundamentals might experience a dream run for a few years, with only small corrections in between.
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Let's understand the potential of emerging RWA narrative 🧵
A company with $11.6T worth of assets took the lead in RWA tokenization with over $1.2B worth of tokenized US Treasury Bonds.
The US issues around $2T worth of bills every month, so even with 0.1% market share, BlackRock could tokenize $2B worth of T-bills monthly.
Considering BlackRock's overall network effect, this share is expected to increase, potentially reaching 1% of monthly issuance, which would equate to $20B worth of tokenized assets each month.
How does your mind play with you all the time when you invest in crypto?
Let’s reflect on it so you can all understand what went wrong 🧵
Why should I buy this coin?
Just because some random dudes are shilling it on X and YT?
Should I take it as a good deal simply based on their influence?
People are commenting positively about the coin they’re mentioning too—so does that make it good?
Or should I spend a few hours understanding what this project actually does, the role of the token within it, and the fundamental value it offers to investors?
Is smart money buying these tokens, or is it just a bunch of retail traders hyping it up so we buy—only for them to dump on us once they hit their target?
RWAs are projected to hit $10T by 2030—a 1000x surge.
But scaling to that level needs the right infrastructure.
Enter OndoChain—an omnichain network built to power RWAs at scale.
Here’s why it could be the next big thing 🧵
RWAs have been a booming narrative since 2023.
According to DeFiLlama, the sector has grown 11x in two years—from $756M in 2023 to $8.52B today—driven by a surge in users and RWA-protocols.
And the reason is clear
As BlackRock’s CEO put it: “RWA is the future of finance.”
And everyone is racing to be part of this future—one where traditional assets like commodities, cash, real estate, and treasury bills can be tokenized.
What you're seeing at the early stage of DeFAI projects like @griffaindotcom, Heyanon, and Neur are simply interfaces with LLM-powered web3 intents, now rebranded as abstraction layers for DeFAI.
1/ AI agents from @virtuals_io graduate from the bonding curve once they reach a market cap of over $1M, based on the current virtual token price.
After these tokens graduate from the bonding curve, LP pools are created on DEXs like Uniswap. Then, you will be able to trade them with better liquidity.
2/ The best way to get in early on a potential 100x agent is by identifying its potential right after it gets graduated.
You can also track pre-graduation tokens on Virtuals in a section called "Prototype Agents," where around 150–200 tokens are launched every day.