Assessing the potential of RWA tracks

php Editor Xigua is here to answer a question for you: What is the potential of the RWA track? The RWA track, Real World Applications, refers to technological applications that combine the virtual world with the real world. The potential of this technology is huge and it can have a profound impact in various fields. In the field of education, the RWA track can provide a more realistic and vivid educational experience; in the medical field, it can help doctors make more accurate diagnosis and treatment; in the field of entertainment, it can provide users with a more immersive gaming experience. Overall, the RWA track has very broad development prospects.

This opens up new opportunities for investors, as RWAs have the potential to provide sustainable returns that are not tied to the crypto market, making them an attractive option for investors looking to diversify their investments. . On-chain capital is seeking such sustainable and secure income opportunities, so RWA tokenization can become the catalyst for the next DeFi bull market. So, what is the potential of the RWA track? The following will introduce it to you in detail.

#1. Which one should I choose, mocaverse or mutant ape?

There are obvious differences in the characteristics and positioning of these two NFTs:

To a certain extent, the mutant ape is positioned as a symbol of the user’s identity in the virtual world, which is very similar to that of our real society. Luxury.

But Mocaverse is more like the brand logo or brand spokesperson of the brand (Animoca Brands) in the virtual world.

One is considered a personal image and the other is considered a brand image.

The two different positionings here determine that the internal logic of their price increases will be very different:

The price of the mutant ape will continue to rise because its identity attributes become more and more They are becoming more and more "rare" and can better display their identity, which attracts more and more users to use them as avatars. This trend will push prices even higher.

The price of Mocaverse will continue to rise because of how Animoca continues to export its brand influence and value empowerment to Mocaverse, so that when people see it, they will think that Animoca will be more successful in the future and will give more People bring various benefits.

Comparison of two sides: Mutant Ape needs something "more virtual", while Mocaverse needs something "more substantial".

For the Boring Ape team, what route should be taken and how to empower the mutant ape to further strengthen its personal identity is a huge challenge. After all, this road has not been traveled before. .

Although in real life, we already have the development paths of ready-made top-level luxury goods, those methods seem to be difficult to follow in the virtual world, and the Bored Ape team does not seem to be going that way. Walk.

So there is increasing uncertainty about how this road will go in the future, and whether it will work. This is the problem faced by the Boring Ape team, and also the current situation of the entire avatar NFT category. the problem we are facing.

There is no solution to this problem now, we can only wait for their exploration and attempts.

For Mocaverse, Animoca needs to export its brand influence and empower value to it. To a certain extent, it is a traditional business operation. There are many ready-made cases in this regard, not only Less difficult and less risky.

So in terms of difficulty and risk, the mutant ape is much greater. If the team does not handle it well, its value may gradually decrease in the future; however, once this path is taken, its future growth will be staggering and may even have no upper limit.

Therefore, if I want stability, I will choose Mocaverse; if I am willing to take risks, I will choose Mutant Ape.

2. Can you give us the fixed bid prices for ORDI and SATS at the head?

Although I am optimistic about these two coins, I have no fixed investment in them. The reason is that their prices have developed to this point, and it is increasingly difficult to predict their potential future upside.

I once wrote in an article that I think ORDI is the leverage of Bitcoin. Then let's take a look at ORDI's current possible growth potential from a leverage perspective.

As of the time of writing, its price is $75, and its underlying Bitcoin price is $44,700.

If Bitcoin can reach US$100,000 (2.2 times the current price) in the next bull market, it means that the price of ORDI will reach at least US$167. If ORDI rises higher, reaching 3 times, its price will reach $225. If it is still higher, if the increase reaches 4 times, the price will reach 300 US dollars...

After thinking about this, I have some doubts in my heart: can it really rise to 300 US dollars? High?

Even if it can rise to 300 US dollars, although its increase is still higher than that of Bitcoin, we can comprehensively weigh the risks and benefits. In this case, if we have to choose one of the two, it is Bitcoin or ORDI?

If it were me, I would be more conservative and choose Bitcoin.

This is the embarrassing part of our discussion of fixed investment in ORDI at this stage. So I wrote in the article earlier that I no longer buy these classic BRC-20 tokens at this stage, but will hold them until the bull market.

If we must set a possible fixed investment price for ORDI, I think it must be at least lower than 50 US dollars to have a certain cost-effectiveness, otherwise it will not make much sense.

Can ORDI still fall below $50? We can only wait for time to give the answer.

3. What is the potential of ERC-3643?

ERC-3643 is a token standard for real-world assets. Projects based on this standard belong to what we often call the RWA track.

I still maintain my previous view on this track: Institutions and big capital are the ones who can really get the bulk of the profits, while retail investors are there to drink soup and run with them.

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