#t3ndencias
t3ndencias
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#t3ndencias
- Bitcoin as the base asset: Dominance ~59%, supports the market; regulated ETFs in the U.S. and Europe are bringing institutional flows, although there are temporary outflows due to Fed pressure.
- Real World Assets (RWA): The big trend — bonds, real estate, stocks, and tokenized debt; already surpassing $24 billion. Projects: Ondo, Chainlink, Polygon.
- Layer 2 and ZK-tech: Arbitrum, Base, Optimism, zkSync are leading; more speed, lower fees, and greater mass adoption.
- AI + Crypto: Bittensor, autonomous agents, decentralized computing; the narrative of real utility is growing.
- Regulated stablecoins: Increasing in payments and remittances; crypto card volume up +48% YoY in May.
- Clear regulation: MiCA in the EU, progress in the U.S. with a stablecoin framework; reduces uncertainty, favors compliant projects.
- More mature DeFi: Fewer inflationary incentives, more income from real services; liquidity quality is valued.
- Emerging narratives: Quantum resistance, decentralized physical infrastructure (DePIN), GameFi and SocialFi.
⚠️ Current context
- Pressure from high Fed rates → flat yield curve → volatility and capital rotation towards safer assets or sectors with utility.
- Greater separation between projects with fundamentals and coins without real value; pure speculation is being punished.
💡 For investing/content
✅ Prioritize: RWA, established L2s, infrastructure, assets with regulatory backing and real liquidity.
❌ Avoid: projects without a product, just hype, or outside of regulations.
- Bitcoin as the base asset: Dominance ~59%, supports the market; regulated ETFs in the U.S. and Europe are bringing institutional flows, although there are temporary outflows due to Fed pressure.
- Real World Assets (RWA): The big trend — bonds, real estate, stocks, and tokenized debt; already surpassing $24 billion. Projects: Ondo, Chainlink, Polygon.
- Layer 2 and ZK-tech: Arbitrum, Base, Optimism, zkSync are leading; more speed, lower fees, and greater mass adoption.
- AI + Crypto: Bittensor, autonomous agents, decentralized computing; the narrative of real utility is growing.
- Regulated stablecoins: Increasing in payments and remittances; crypto card volume up +48% YoY in May.
- Clear regulation: MiCA in the EU, progress in the U.S. with a stablecoin framework; reduces uncertainty, favors compliant projects.
- More mature DeFi: Fewer inflationary incentives, more income from real services; liquidity quality is valued.
- Emerging narratives: Quantum resistance, decentralized physical infrastructure (DePIN), GameFi and SocialFi.
⚠️ Current context
- Pressure from high Fed rates → flat yield curve → volatility and capital rotation towards safer assets or sectors with utility.
- Greater separation between projects with fundamentals and coins without real value; pure speculation is being punished.
💡 For investing/content
✅ Prioritize: RWA, established L2s, infrastructure, assets with regulatory backing and real liquidity.
❌ Avoid: projects without a product, just hype, or outside of regulations.
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