RWA is a sector worth keeping an eye on, and @Swisscheese_fn has caught my attention lately. → Tokenized stocks → Crypto trading and staking → A task bot within the same ecosystem $SWCH is also listed on MEXC and Gate, making it accessible across multiple exchanges. Now, the real things to watch are product adoption, ecosystem growth, and how the token develops alongside the platform. Do your own research and take a closer look at what SwissCheese is building before it becomes another topic everyone on CT is discussing.

Seeing a lot of tweets lately claiming $ETH is cooked, that Ethereum is dying, and that it’s only a matter of time before it becomes irrelevant. Let me make one thing clear. I have NEVER been more bullish on $ETH than I am right now. For the past five years, major institutions and whales have been accumulating ETH throughout this massive $1,000-$5,000 range. We’re talking BILLIONS of dollars in accumulation. Now ask yourself one question: What do you think happens when ETH finally breaks out of a multi year consolidation range of this magnitude? All that time. All that accumulation. All that pressure building beneath the surface. I believe this cycle is when it finally gets unleashed. And when it does, I believe we’re going to witness the most explosive run in Ethereum’s history. The biggest moves often come when conviction is at its lowest. Patience.

I’ll be back with new on chain coins when something unique catches my eye. Only with high conviction. I’m done with the 9,999th launchpad and AI slop. For now, DCA’ing into the bags I’ve been talking about, backed by teams that are here for the long run. OG coins will run hard once BTC catches up soon.

Crypto is boring as fuck right now. Trenches are dead. Volume is gone. Nobody gives a shit anymore. Good. This is where patience gets tested. Everyone wants to get rich, but nobody wants to sit through the boring part. Enjoy the silence. So am I. Getting as much sleep and touching as much grass with my family as I can. It never stays quiet forever.

You don’t have enough bitcoin. Buy dips, then just sit back and wait. It’s literally that simple.

Strip tokenized gold out of the RWA market and only a third remains. Data on @coingecko shows tokenized gold at $6.06B (65% of tracked RWAs), with Tether ($XAUT) and Paxos ($PAXG) holding 85% of it. While capital showed up for gold, trading activity heavily favors derivatives over the spot token: • 24h Spot Vol: $386M • 24h Perps Vol: $12.4B (30x higher) • Perps Open Interest: $5.8B (~matches all tokenized gold) The real metric to watch isn't market ca it's the gap between spot and perp volume. If that gap shrinks, tokens are finally being used for more than holding. Check the token breakdown & perps data on 🔗 coingecko.com/en/rwa

One thing I find interesting about the RWA space is that the total market cap only tells you part of the story. 👀 The other question is: who’s actually behind that market value? I checked out the “Mcap by Issuer” section on @CoinGecko’s RWA Charts, and this is where the data gets interesting. Breaking the market down by issuer gives you another way to understand how tokenized RWAs are distributed, rather than looking at the sector as one big number. You can explore the issuer breakdown alongside market cap, volume and token count, and switch timeframes from 24H to Max to get more context. As tokenization develops, I think tracking how the issuer landscape changes will be just as interesting as watching the market grow. Curious to see the breakdown? Explore the data yourself 👇 coingecko.com/en/charts/rwa

A7 International is going live today! A7, the Russian payment system built by Bank PSB, is introducing a new way to handle international payments. The idea is simple: pay a foreign invoice in USDT, and the recipient gets the money through a regular SWIFT transfer in the required currency. The service is mainly designed for businesses involved in international trade, but private clients can use it too. The stated fee is 0.3%. Petr Fradkov and Ilan Shor will present the service today at 10:13 UTC. 📺 Watch live here: a7.biz/live

Higher low forming on $BTC Onchain feels like a ghost town. Alts are getting absolutely hammered and yet these are exactly the conditions where the next generation of millionaires is made. You buy when everything is red. You sell when everyone is euphoric. I’ve been doing this for years and the strategy has never failed me. Meanwhile, I’m curious how many people are capitulating, losing money overtrading, or gambling away their bags, only to end up sidelined when the market finally takes off. The same cycle keeps repeating itself. TA doesn’t lie. Patience always wins.

Trump Said the US has the "greatest economy we've ever had." Is this true? let's actually get the view of the citizens

The more I look at RWAs, the more interesting the sector becomes. It’s not just about putting realworld assets onchain anymore it’s about seeing which parts of the market are actually gaining traction. I was checking @coingecko RWA Charts and what I liked was how easy it is to break the whole sector down. You can track tokenized market cap, volume and token count, then compare it by asset type or issuer. And switching between 24H, 14D, 1M, 3M, YTD, 1Y and Max gives a much better picture of how the sector is evolving instead of looking at one snapshot. That’s probably the most interesting part for me. You can actually explore where the RWA growth is coming from commodities, stocks, ETFs and other tokenized assets and see which issuers are contributing to the market. RWAs are still early, but the amount of realworld value moving toward onchain markets is getting harder to ignore. I’ll keep watching this sector 👀 If you want to explore the data yourself: coingecko.com/en/charts/rwa

Everyone wants the next AI agent token. I’m looking one layer lower. Who runs the agents? Agents need models. Models need GPUs and servers. That infrastructure has to exist somewhere. @pinlinkai is connecting its existing infrastructure directly to AI. PinAI opens the models. Fractal packages them into specialized agents. $PIN pays for model usage. Instead of another agent launching a token, the bet here is on the infrastructure underneath an entire marketplace of them.

I genuinely believe huge gains will be made this cycle. And I think one of the biggest shifts will be the move away from memes. People are getting tired of them. There are barely any real communities left. No cult. No believers. No conviction. Just endless shitcoins where, even if you catch a runner, 500 PvP traders vampire the liquidity until it eventually dies. I believe we’re going to see a HUGE rotation into utility. We got a glimpse of it in 2024, but imo that was only 20% of what’s still to come. Until then, I’m taking it easy, staying patient and having my eyes open.

RWAs are starting to look a lot less like a niche narrative and more like an actual market. I was digging through @coingecko RWA Charts and one thing stood out: The tokenized RWA market is currently around $8.37B in market cap, with $1.52B in 24H volume. And gold alone accounts for roughly $5.16B of that tokenized market cap. That concentration is interesting but what I like more is being able to actually break down where the market is coming from instead of relying on headlines. @coingecko lets you track: • tokenized market cap • trading volume • token count • asset types • issuers And you can switch between 24H, 14D, 1M, 3M, YTD, 1Y and Max to see how the market is changing over time. For me, this is where RWA data gets interesting. You can go from RWAs are growing to actually seeing which asset categories and issuers are driving that growth. Feels like one of those sectors worth keeping on the radar as more real-world assets move onchain. Explore the RWA Charts yourself 👇 coingecko.com/en/charts/rwa