While everyone is waiting for the Fed's decision on rates at the end of January, 'smart money' has already chosen its path for 2026. The expectation of 'higher rates for a long time' kills speculative shitcoins, but makes the RWA (Real World Assets) sector a true refuge.
Why is this important today?
Yield above inflation: When U.S. Treasury bonds provide a stable interest rate, investors seek them in the blockchain. Projects like $ONDO and $CPOOL allow for this yield without leaving crypto.
Liquidity 24/7: Traditional markets are closed on weekends, and macro news is constantly being released. Tokenization allows capital to react instantly.
Stress tests by the Fed: Have you heard? Regulators are starting to include BTC volatility in bank tests. This is a sign of the final recognition of crypto as part of the global financial system.
My conclusion: We are on the brink of a moment when RWA will cease to be a 'narrative' and will become a fundamental layer of financial infrastructure. While the market is in a sideways trend, institutions are building the foundation.