Part 7/11:
- Real-World Assets (RWAs): Institutional adoption of tokenized assets is gathering steam, with BlackRock's tokenized treasury funds symbolizing legitimacy. With over $35 billion in tokenized RWAs, this narrative is shifting the market's perception of crypto from speculative to foundational finance infrastructure.
Trading Narratives: Building a Thesis
Identifying a narrative is only part of the equation; smart trading requires building a solid thesis:
- Connect to Fundamentals: Ensure the story aligns with real-world data like project adoption, market cap, or macro trends. For instance, the growth of the RWA sector demonstrates tangible institutional interest.