- A recent video by the Aussie analyst Miles Deutscher captures the current altcoin cycle.
- The analyst acknowledges the meme coins active in the market narrative, with several projects posting resilient performance.
- Deutscher considers the real-world asset (RWA) sector undervalued and has the potential for explosive upsurge.
- Tokenized treasury funds are becoming more attractive as decentralized finance (DeFi) yields decline.
Australian-based analyst Miles Deutscher disclosed recently that altcoins season is slowly kicking into gear in hot pursuit of Bitcoin’s upward trajectory. The analyst acknowledges Bitcoin as the clear leader in a month-long uptrend with slight retreats.
Deutscher illustrates that Bitcoin dominance rose in the past year, with most altcoins derailed in their performance. Nonetheless, meme coins portray a different account with a solid surge witnessed in the last two weeks.
Deutscher observes that Dogecoin (DOGE) and PEPE lead the charge with an unrivaled bullish trend. The analysts signal that the improving investor sentiment needs to sustain momentum for the overall altcoin push.
Deutscher illustrates that, like Bitcoin, meme coins have realized remarkable strength. For six months, meme coins join Bitcoin as the leading narrative in the digital assets market.
The Aussie host considers artificial intelligence (AI) a stronger performer, with convergence inevitable for the leading crypto sub-sectors pair after the Goatseus Maximus release.
Despite the bullish steam portrayed by meme coins and AI, Deutscher shows another sector could attract investors as 2025 edges closer.
Possibilities of RWA to Institutional Investors
Real-world asset (RWA) tokenization is an essential topic in the crypto world. It represents the greatest DeFi-TradFi intersection that institutions such as Franklin Templeton and BlackRock leverage.
Nonetheless, Deutscher considers it within the infancy of on-chain and off-chain yields declining as the US Federal Reserve (Fed) enters the rate cuts cycle. The analyst illustrates that the Ponzi-like projects are fewer as investors are raising awareness of navigating the complex DeFi ecosystem.
Deutscher indicates that the on-chain Treasury yield is a game-changer that offers a stable alternative to the declining DeFi yield.
The analyst points out the success realized by BlackRock’s BUIDL as opening new doors for RWA innovation. Deutscher suggests that tokenization has the stocks and real estate in its sight.
Bullish Outlook for Chintai 14x Target
Deutscher is optimistic that the RWA segment will perform well to double figures. The analyst urges us to embrace the opportunities as it presents a profit opportunity unmatched by other sectors.
Deutscher considers Chintai set for a bullish match because he undertakes a sizable investment. However, Chintai tops his picks for the tokenization bull run, indicating the projects are yet to have significant social media exposure.
Citing solid regulatory backing, Chintai leverages the license granted by Singapore’s Monetary Authority (MAS). As such, Chintai is a more attractive proposition for high-net-worth institutional capital.
Recently, China has concluded key developments, particularly the partnership with established market players, including GreeniX and Stable. Additionally, Chintai is leveraging the support granted by the Singapore FinTech Association.
Deutscher observes that for the sector to realize the 20X run, it should navigate past several roadblocks. The segment faces off with a challenging marketing process. Chintai encounters a marketing barrier as it lags behind the exposure of other RWA projects, including ONO and Mantra.
Real-world asset tokenization will play a critical role as Web3 technology evolves. While it may take time to prove Deutscher’s prediction for Chintai, tokenization will realize explosive growth in five years, with the assets under management (AUM) topping $600B by 2030 per BCG Oct. 29 paper.
The global consulting firm acknowledges growing investor demand for tokenized funds via the managing director David Chan.
The paper jointly published with Invesco and Aptos Labs estimates that the tokenized fund AUM could attain 1% of global mutual funds and exchange-traded funds (ETF) AUM by 2030. The researchers imply that such could translate to $600B AUM by 2030.
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