$ONDO
+5.51%
$OM
+2.65%
$CPOOL
+9.11%
$USDX
+0%
$USDM
+0.02%
We're currently seeing strong pumps in the RWA sector with $ONDO and $OM — but I still think that $CPOOL remains the most undervalued and those two are just showing what's yet to come. Repricing mainly due to: 1. The transition from a DeFi app to an RWA-focused L2 chain (Ozean) with an aggregated Liquidity Layer (Oxygen) and native stablecoin (USDX) that generates real yield. 2. The evolving regulatory landscape in DeFi, declining risk-free yields in TradFi, and growing demand for USD borrowing for the crypto bull run. 3. The team expertise and latest partnerships, focused on bringing institutional capital onchain. In the last weeks: • Joint Venture w/ @Hex_Trust, a leading institutional custodian backed by $88M+ Series B funding, to potentially bring $5B+ in AUC (Assets Under Custody) to Ozean, and to natively issue $USDX — which has started to get listed in CEXs. • @MountainUSDM to bring $USDM, a regulated yield-bearing stablecoin backed by US Treasuries and BlackRock's BUIDL Fund, and SolvBTC from @SolvProtocol to Oxygen, Ozean's Liquidity Layer. • @helix_finance to bring $100M+ of private credit to the Ozean chain. Helix manages over $375M in off-chain disbursements across Southeast Asia with zero defaults over 6 years. • @MansaFinance_co for cross-border payments using Ozean and USDX; @nexade_official for invoice financing opportunities; and @FinanceFlorence which has originated over $10M in RWA loans across Europe $CPOOL has already broken the milestone of $650M+ in loans with almost 20M USDX in TVL. Expecting these numbers to go much higher due to the new tech and strong BD (eg. was the first DeFi protocol to interact with Jane Street officially with over $50M). Still a comfy hold.
From X

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