What exactly happened in the market?
Is it another case of "the wolf is coming," or is there really something different this time?
It seems that it is not a sudden explosion of a narrative, but rather multiple forces colliding at the same time.
First, the big pie remained stable.
As long as the big pie doesn’t flip the table, the on-chain funds dare to come out and seek opportunities.
Second, RWA has started to gain momentum.
BN and Robinhood are competing for the on-chain pricing power of RWA, and crypto stocks are just the first step.
As more and more RWA assets like stocks and stablecoins come on chain, DeFi strategies such as lending, LP, collateral, and yield naturally follow.
Getting assets on chain is not the end.
The real big business lies in letting these assets flow repeatedly on the chain.
Third, FOMO is seizing the entry point of "on-chain social + trading."
What it may want to build is not just a signal-calling platform, but to pack asset discovery, tracking leaders, and following trades all into the same information stream.
It wouldn’t be surprising to add asset issuance in the future as well.
Fourth, a large number of leaders are pouring into FOMO.
More crucially, some leaders have started to publicly hold positions and consistently share outputs, even forming temporary PVE.
Before, everyone was ambushing each other in the group.
Now they are starting to seek consensus in public information streams together.
After these factors overlap, the chain will naturally enter a state of extreme FOMO.
This round, what’s most worth fighting for may not just be a specific coin.
It could also be new social relationships and traffic positions on-chain.
I believe that Chinese leaders will gradually rise as well.
Especially those like Laser Cat @bitcloutcat and Dayu @BTCdayu, who have experienced cycles, can research, and can hold onto their chips.
Those who haven’t registered for FOMO can first secure a position and pay attention to the leaders who have a continuous output, holding capacity, and a track record of diamond hands.
When the market comes, the most expensive thing is often not the transaction fee.
But rather, that everyone is already on board while you are still looking for groups.
FOMO registration link:
https://fomo.family/r/duanwangye66
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