Understand the current spot holdings of the boss!!!
1. $LINK : The absolute mainnet of the oracle track
Why hold it?
This wave of price increase has strong logical support, not just emotional speculation. The core is that its reserve mechanism has been activated, which is equivalent to the company using its own profits to continuously buy back stocks (LINK) in the secondary market, directly introducing a deflationary model and value capture for the tokens.
On-chain data shows that whales are frantically accumulating, having withdrawn over 900,000 tokens from exchanges in three days, clearly indicating that smart money is positioning itself, rather than retail behavior.
The key is the cooperation with the Intercontinental Exchange (ICE), which moves the top traditional financial data of the New York Stock Exchange onto the blockchain, directly opening up the trillion-dollar-level RWA market. This narrative is too big; it is no longer just an oracle but has become a data bridge between on-chain and off-chain, an essential infrastructure for institutional entry.
2. $UNI : The king of DEX, value is finally returning
Why hold it?
Its biggest pain point has been resolved: the "fee switch" has passed! This means that in the future, when we stake UNI, we can directly share the protocol's generated fee income. UNI has transformed from a largely useless "voting right" into a yield-generating asset, completing a paradigm shift in value accumulation.
It is the hardest blue chip in the DeFi field, with a very deep liquidity moat. As long as on-chain trading continues, it will always be the leader. This current valuation does not reflect the cash flow value after fee distribution, with plenty of Alpha.
3. $ONDO : RWA leader, the official on-chain entity of traditional finance
Why hold it?
It is engaged in RWA (real-world assets) work, simply put, moving government bonds, bonds, etc. onto the blockchain. The team is made up of professionals from BlackRock and Goldman Sachs, specializing in finance, and the products are compliant and reliable.
In the current high-interest-rate environment, institutions are frantically seeking yields. Ondo's tokenized U.S. government bonds offer high and flexible yields, with explosive demand. This track is worth trillions, and it is the one leading the charge.
The ONDO token is its governance token, and as the ecosystem grows, it will also share protocol income. This is equivalent to having laid out the entrance for traditional large institutions to enter the crypto world in advance, capturing both beta and alpha.
If you have any questions, feel free to communicate!!!
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