[What is Co.T?2] What are the trending coins these days?
1) RWA Sector Coins
The RWA sector is currently growing to a size of $23B, with a YTD increase of 260%. In KAITO, three major RWA projects (KAIO, Theo Network, Novastro) are all in the pre-TGE stage, and there are existing RWA leaders (LINK, ONDO, OM).
2) Key Features
This field involves bringing off-chain assets on-chain and tokenizing them. It wraps existing assets like bonds, gold, real estate, and artworks into blockchain-based tokens, enabling functions like transfer, fractional ownership, and DeFi.
*Personally, I believe the concept of fractional ownership significantly lowers the entry barriers for high-value investments among off-chain assets like real estate and artworks.
3) Comparison of Major RWA Coins
Analyzing the sector-specific features, Chainlink provides institutional-grade RWA data through collaboration with Jovay. Ondo Finance specializes in the tokenization of U.S. Treasury bonds and institutional-grade financial products. Mantra (OM) is a Layer 1 blockchain dedicated to RWA tokenization, strong in regulatory compliance and multi-VM support.
4) RWA TVL
Compared to January 2024, most can expect over 400% TVL growth by 2025. Spark and Maple account for 80% of the total RWA TVL, showing Ondo's stable growth trend.
5) Conclusion
The RWA sector has moved beyond the proof stage and has become a reality with a dollar scale in the industry. It still appears to be in the early stages compared to the actual market. Therefore, the KAIO, Theo Network, and Novastro projects on the KAITO platform should be followed up with attention to their roadmaps and the scale of tokenized assets rather than token prices, as they are still in the pre-TGE phase. Currently, leading RWA projects are undergoing short-term adjustments, but if the market matures, explosive growth for RWA is expected in the next cycle!
[What's the trend in coins these days?]
1) Privacy Coins
Privacy coins are cryptocurrencies that ensure anonymity by encrypting transaction histories. As of October, this sector is recording a return that is 71.6% higher than that of general cryptocurrencies. Notable examples include $XMR and $ZEC.
2) Key Features
Anonymity, fungibility, and resistance to surveillance. The fungibility aspect is interesting because it means that all coins are treated equally, so even if a specific coin is linked to past illegal transactions, it cannot be discriminated against.
*Details on privacy technologies for each coin are omitted.
3) Comparison of Major Privacy Coins
To summarize the key points:
*Monero offers 100% enforced anonymity, while Zcash provides optional anonymity.
*The Mimblewimble technology minimizes blockchain size by deleting transaction history itself.
*zk-SNARKs technology hides all information through mathematical proofs, whereas Ring Signatures only hide the sender through a mixing method.
4) Market Performance in 2025
A rally is expected in October 2025, with the entire sector rising by 71.6%.
*During this period, Bitcoin rose by +27.1% and Ethereum by +33.4%.
The reason for the surge is the launch of the Grayscale Zcash Trust and the increasing regulations on cryptocurrencies worldwide, which paradoxically led to a rise in privacy coins.
Additionally, I recently wrote that as cryptocurrencies overly emphasize transparency, paradoxically, coins that can hide transactions perfectly are gaining popularity (since all transactions are being tracked...).
5) Conclusion
Privacy coins are securing a quiet winner position with a return of 71.6% in 2025, driven by three main pillars: technological maturity, institutional entry, and regulatory paradox!
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