Since Jan 2022, TVL of all RWA projects have been continuously increasing.
As you know, in Jan 2022, the 2nd altseason already ended and the current bearish market started.
But the RWA(Real World Asset) industry was about to flourish. At that time, I heard that. However, I've not paid attention to the RWA projects so far.
A few days ago, I saw this data, and realized that TVL of all RWA projects has been exponentially growing, in contrast to other De-Fi(Decentralized Finance) projects.
Compared to Jan 2022, TVL of all RWA projects has grown around 80 times.
Compared to total TVL of all De-Fi projects, TVL of all RWA projects is still lower, which means the RWA industry is just the beginning
Additionally, Real World Assets include real estate, bonds, commodities, etc. Therefore, total TVL of all RWA projects has the potential to grow exponentially - more than you think.
Total RWA coin marketcap has been also increasing. Compared to memecoins, it's much more.
I think one of the things that will lead the next 3rd altseason is the RWA theme.
Come to think about the 1st and 2nd altseasons,
In 2017, ERC-20 pumped hundreds times
In 2020&2021, De-Fi & NFT were born, and memecoins flourished.
I think we're about to see the next 3rd altseason.
2022-2025 Memecoins, Stablecoins, RWA and De-Fi
I guess they will exponentially grow together and lead the next 3rd altseason.
When retail investors ignore the behind-the-scenes shifts and only focus on prices and charts, I hold my current position based on those fundamental data.