#比特币对比代币化黄金 Regarding the prediction of the US financial market moving on-chain, the SEC has recently sent out quite a few signals. Although there are doubts about a complete on-chain transition within two years, the RWA (Real World Assets) sector is indeed expanding—from tokenized gold to corporate bonds, new developments are happening one after another. By contrast, the tightening of domestic environmental policies has created a completely different situation.

After so many years in the industry, my biggest realization is: with different policy environments, strategies must also adapt. Many people are still chasing the so-called next 100x coin, but my mindset has long since shifted. Rather than gambling on risky altcoins, I’d rather focus my energy on mainstream assets like $BTC, $ETH, and $BNB—they have deep liquidity, relatively controllable risks, and clear cyclical patterns.

The core logic of investing is actually quite simple: hold onto these core assets and wait for the cycle to turn. The market is like a pendulum—periods of highs and lows will always alternate. The key is not to panic and sell at critical moments.