2026-01-08 16:21:28

Looking at the current direction of RWA and DeFi integration, several core tracks are indeed worth关注.

ONDO, as a representative of compliant US debt tokenization, is supported by top institutions and is a benchmark case for on-chain real assets. Its emergence signifies that traditional financial assets are gradually entering the chain.

The role of LINK in this process is irreplaceable— as an all-chain oracle, it is almost the underlying connector for all RWA projects. The CCIP protocol has become the standard for interbank settlements, highlighting the importance of infrastructure.

The PENDLE project is a bit special. As re-staking and RWA become widely popular around 2026, the demand for fund management yield and risk will surge. Its interest trading market could become a必选工具 for large institutions.

On the lending side, AAVE has withstood multiple cycles, with security and stability beyond reproach, serving as the ballast in DeFi. MKR generates收益 by holding US debt assets, essentially embodying the logic of a decentralized central bank, with continued buyback expectations.

Finally, UNI's V4 upgrade has evolved DEX from a simple trading platform into a liquidity infrastructure layer, which has considerable imagination space. The entire DeFi is shifting from a trading tool to an underlying ecosystem, and this trend is clear.

ONDO-1,22%

LINK0,05%

PENDLE5,31%

AAVE1,15%

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ShitcoinArbitrageur

· 16h ago

The Zhai fish have already ambushed LINK, and the oracle positioning is just too perfect.

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FUD_Vaccinated

· 01-10 17:38

This wave of RWA is indeed different, but bro, you're missing something here... I’m optimistic about LINK, but has CCIP really become the banking standard? It feels a bit exaggerated. The story of PENDLE sounds exciting, but I’m just worried that when 2026 arrives, it might be another story. I've heard this logic too many times.

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NFTragedy

· 01-08 16:46

RWA has indeed gained momentum this time, but I am more optimistic about LINK. Oracles are the true infrastructure, while others are just application layer matters.

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FlashLoanPhantom

· 01-08 16:33

RWA has indeed picked up this time, but to be honest, LINK's position is too bottlenecked, and it feels a bit risky.

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MEVictim

· 01-08 16:25

A typical RWA hype cycle, always the same pattern. LINK does have infrastructure value, but the logic of betting on PENDLE until 2026 is too speculative. Those who are investing now are probably just bagholders.

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SchrodingersPaper

· 01-08 16:25

Are they starting to hype again? LINK is indeed solid, but as for ONDO... I'm a bit anxious. Will RWA explode next year? Nice talk, but I'm afraid it's just a mirage. PENDLE has imagination, no doubt, but 2026? Bro, that's a pretty big gamble. I've already jumped on AAVE early, the central bank logic of MKR got me excited, but my wallet remains very honest. UNI V4 really changes the game, otherwise why am I still here daydreaming?

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