2026-01-05 18:21:58

I keep seeing people go all in on BTC, and I just want to say—it's not that BTC isn't good, the key is that you need to see that the game rules have changed.

How do institutions play? They never put all their eggs in one basket. Recently, I’ve been reviewing what institutions are researching, and I found an interesting phenomenon: while retail investors are still debating whether to chase BTC, the truly smart money has already been deploying in three areas—RWA, decentralized computing power, and DePIN. These are not just concept hype; they are tracks that can truly solve problems.

First, let's talk about RWA. Simply put, it’s about bringing traditional assets like US bonds and stocks onto the blockchain. How’s it doing now? The RWA market on the Solana chain has already surpassed $873 million, with BlackRock’s BUIDL fund accounting for $255 million. Why are institutions so optimistic? Because RWA combines the stability of traditional assets with the liquidity advantages of crypto assets—allowing participation in the crypto market with risks that won’t explode, which is very friendly for those who want to enter cautiously.

The second is decentralized computing power networks. You know how fierce AI’s demand for computing power is, right? Currently, a few giants are bottlenecking the supply, and prices are sky-high. If there were a decentralized computing power market that allows idle resources to participate, it would make things interesting.

DePIN (Decentralized Physical Infrastructure) follows a similar logic—distributing what was once centralized, lowering costs, and making participation more accessible.

What do these three tracks have in common? They all address real market needs, rather than living off hype. That’s why they can withstand cycles. Instead of chasing hot trends, it’s better to understand the underlying logic.

BTC0,51%

RWA0,31%

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SellTheBounce

· 01-08 03:44

It all sounds great, but the real question is—when will these things finally hit the bottom? There’s always a lower point, don’t rush to get in. Institutional layouts are just that—institutions. We still need to wait for a rebound to sell; don’t be fooled by the hype. Is RWA stability strong? Ha, historical experience tells me nothing can escape a bear market. DePIN, computing networks—basically just new concepts being hyped; the bagholders are always there. Not going all-in doesn’t mean you’re smart; patience and waiting for the market bottom is the trading philosophy. In this rally, talking about diversified allocation—just wait, there will always be cheaper opportunities.

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AirdropBuffet

· 01-05 18:51

BlackRock is already in RWA, and we're still arguing about BTC price movements.

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LightningAllInHero

· 01-05 18:50

Damn, RWA is really interesting, BlackRock has even entered the game. Wait, can the decentralized computing power track really break through? Feels a bit shaky. Going all in on this move should be eliminated, right? Putting a little into all three directions is definitely more stable than going all-in on BTC. DePIN sounds good, but how many projects can actually make money? RWA has surpassed 800 million? That number looks pretty big, need to follow up. I agree that computing power is a bottleneck, but can decentralization really solve it? Hey, institutions are not going all-in, while retail investors are still going all-in, which is quite ironic. This logic is reliable, but choosing projects still depends on your vision.

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WhaleMinion

· 01-05 18:26

Bro, your analysis is quite reasonable, but I have some doubts about RWA... Can it really be that stable? BlackRock's entry is indeed impressive, but whether this can truly flow is still uncertain. I actually like DePIN; it's much smarter than betting everything on BTC.

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SmartContractPhobia

· 01-05 18:26

Really, the era of all in BTC is probably over RWA this wave indeed has substance, even BlackRock is investing money I need to study the idea of decentralized computing power more carefully DePIN sounds much more reliable than just playing with concepts, finally someone is telling the truth

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ILCollector

· 01-05 18:23

Sounds good, but is RWA really that stable? I do believe in BlackRock's entry, but I'm just worried that one day policies might change... --- All-in, to be honest, is just gambler's mentality. Institutions have long diversified, and we're still sleepwalking. --- DePIN sounds tempting, but the reality is that as more people participate, profits diminish, and it's another round of cutting leeks. --- Decentralized computing networks? Do you think the computing power giants will let that happen? Dream on, buddy. --- I've been paying attention to RWA, but is a scale of over 800 million really enough? Compared to BTC's market cap, it's just a drop in the bucket. --- Institutions' layout of these three is correct, but the problem is that we often follow late, always catching the last baton. --- Feels like this is the start of another hype around a new concept. In half a year, it'll be another story. --- There's truth to it, but retail investors trying to follow the trend isn't that easy; the information gap is too big.

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