Many have asked me: "If RWAs are so safe, why take risks with AI?". The answer lies in a single metric: The growth ceiling.
1. The Battle of Market Caps (Market Training)
RWA ($ONDO , $LINK): The sector is already moving billions. It is the narrative of "mass adoption". Here we seek solid and consistent returns, similar to those of the bond or real estate market but with crypto steroids.
AI + DePIN ($RENDER, $TAO): Although the hype is high, many projects still have low capitalizations compared to their total market potential (TAM). If decentralized AI captures just 5% of the AWS or Google cloud services market, we are talking about growth of 10x to 50x.
2. The "Burn" factor (Token Burning)
Unlike RWAs, which generate yield, many AI and DePIN projects operate on a burn-for-use model:
In $RENDER, every time an artist or a company uses the network to render, tokens are "burned" or taken out of circulation.
This creates real deflationary pressure: the more demand for AI in the world, the less supply of tokens.
3. The risk: Volatility vs. Regulation
RWAs: Its biggest enemy is bureaucracy and the laws of each country.
AI/DePIN: Its biggest enemy is technological obsolescence. If a new chip comes out that makes the previous ones useless, the project must adapt quickly.
My current strategy: ⚖️
I don't choose just one. I use RWAs as my "bank" (stability) and AI as my "rocket" (growth). A balanced portfolio in 2026 needs both.
Question for the experts: 👇
If you had $1,000 USD today and were forced to lock it for 2 years... Would you put it in $ONDO (RWA) or in $RENDER (AI/DePIN)?
Justify your answer, I want to see who has the best thesis! 🧐
#CryptoAnalysis #Aİ #DePIN #RWA #tradingStrategy $RENDER $ONDO $TAO #Write2Earn