Analysis of Potential Investment Opportunities under the STO Narrative
As the CEO and CFO of Coinbase have clearly stated that they are considering tokenizing Coinbase stock, U.S. stocks on-chain (STO, Security Token Offering) have become a focal point of market attention. Combining historical experience with the current market environment, STO may become one of the few crypto narratives in this cycle with clear business logic and high ceilings. Here are some investment opportunities worth noting:
1. Directly Benefiting Targets (Core Track Projects) Current Price: 0.1293
These projects are highly tied to the STO concept and are expected to benefit from the development of this trend.
$POLYX
Polymesh, launched by Polymath established in 2017, focuses on the issuance of compliant assets (such as security tokens) and has features such as identity verification, compliance checks, and privacy protection. Current Situation: Token $POLYX has been listed on Binance, with a market cap of approximately 100 million+, which is relatively low and has significant upside potential. Investment Logic: As a “time-honored” brand in the STO field, Polymesh has a solid technical accumulation and compliance experience. Once the STO narrative is officially accepted by the market, $P$POLYX could become the focus of market capital attention.
Suitable for medium to long-term layout, pay attention to whether there are more collaborations and policy benefits. #STO
$POLYX
