abl

The mainstream track of the cryptocurrency market has shifted towards institutionalization and practical implementation
The focus is on cash flow and institutional capital inflow.
A brief introduction to the main popular tracks:

1. Tokenization of Real World Assets (RWA):
Institutional primary track, bringing national bonds, private credit, real estate, and other
traditional assets on-chain. TVL has rapidly grown to hundreds of billions of dollars
With a focus on expanding into private credit and stock tokenization by 2026
Forecast to reach trillion-level scale. Highest certainty
Real capital from firms like BlackRock entering the market.

2. Stablecoins and Interest-earning Stablecoins:
The stablecoin market size exceeds 300 billion dollars
Has become the foundation of global payments. Pure 0-yield varieties are declining
Interest-earning (U.S. Treasury yield) + stablecoins for daily payments dominate
Bank-related products are accelerating their rollout, potentially reaching trillion-dollar levels in the future.

3. AI × Crypto / AI Agents:
AI agents have become the largest users on-chain
They can trade, pay, and optimize yields automatically.
Combining x402 payment standards with Base/Solana ecosystems
High growth potential, with surging demand for AI driving rotation.

4. DePIN (Decentralized Physical Infrastructure):
Incentivizing hardware resources like GPUs, storage, and wireless through tokens.
The demand for AI training is heating up the computing sub-track, with companies like Render and Helium
seeing steady revenue growth, viewed as a decentralized backbone for AI
Long-term infrastructure-oriented.

5. Prediction Markets:
Platforms like Polymarket have seen explosive trading volumes
Transforming from election tools to global uncertainty pricing tools
AI agents' automatic trading enhances efficiency, with high explosive potential.

6. Oracles:
The RWA explosion drives demand, with Chainlink TVS reaching trillions of dollars
Strong infrastructure role, moderate popularity, but indispensable.

7. DeSci (Decentralized Science):
DAOs funding research and open data sharing, with funding exceeding 100 million.
Combining AI with scientific discoveries, significant long-term social impact
But low short-term speculation.

8. Ordinals & Runes:
Bitcoin-native NFTs/tokens, Runes are more efficient.
Popularity has declined, but BTC may reignite easily during spikes or meme rotations
Belongs to cultural/rotation layers.

9. Blockchain Games / GameFi:
Shifting from Ponzi schemes to enjoyable + ownership, users of Ronin/Sui are recovering
Catalyzed by AAA blockbuster games, showing signs of revival.

This does not constitute any investment advice; the cryptocurrency space is highly volatile
Please DYOR $BTC