The ranking of the three strongest narratives remains practically the same. Only position #3 changes today with a new entry: Prediction Markets, which at 15% could be the surprise of 2027.
AI Agents & Agentic Commerce – 35% | Amplification 🟡
RWA / Institutional + Stablecoins – 25% | Saturated 🟡→🟢
Prediction Markets – 15% | Activation 🔵
These days something interesting is happening: money is flowing, the fear and greed index has normalized, BTC reached 75K maintaining its dominance. The PMI has been above 50 for three consecutive months, and despite the war, the markets have not been frightened. Could it be that the strong hands know something we cannot see yet?
With this feeling that something doesn't fit, I remain firm in my bets:
$FET (AI Agents)
$CFG (RWA)
My initial capital in FET 33 days ago was 411 USD, buying 1804 tokens. With the accumulated yields, I now have 1835 tokens, valued at 418 USD.
In CFG I invested 380 USD buying 2135 tokens, and in these days I added another 60 USD. With the accumulated yields I have 2788 tokens, valued at 562 USD.
Invested capital: 411 + 380 + 60 = 851 USD
Current capital: 418 + 562 = 980 USD
Provisional profit: 129 USD, equivalent to 15.16% in 33 days.
We remain firm in these positions. Tomorrow will be a key day: the TGE data of the Treasury and the WALCL will be published. The expectation is that they will continue injecting liquidity; if confirmed, we could see a good rise in the markets.
In the FET charts, an accumulation box is observed, with the daily RSI at lows that support a possible rise, in addition to a depth that reflects buyer interest.
In CFG the charts show peaks that halt the price, although a constant rise is also noticeable. It is possible that we enter a period of lateralization.
⚠️ Remember: This is not financial advice. It is my personal diary exploring narratives. Always do your own research and never invest more than you are willing to lose.