In 2021, the altcoin rally was triggered by DeFi. People were competing on farms, providing liquidity to collect APY, and earning money by borrowing on lending protocols.

So, what could trigger the next rally?

Let me share my thoughts...

Now, funds, banks, and giant tech companies have entered the stage.
These giants did not come to chase APY in DeFi farming.
They came to bring their billion-dollar business models onto the blockchain.

Clear areas where I think money will flow massively in the next rally...

1) RWAs and the tokenization of trillion-dollar finance!
In 2021, DeFi exploded like yields coming from the field. Now it's time for real-world assets to go digital.
Bonds, funds, loans…
Trillion-dollar finance is flowing onto the chain.
$ONDO $SYRUP $PLUME $LUMIA $POLYX $GFI $CHZ

NOTE: CHZ is not a financial RWA.
But since it tokenizes a massive real-world industry like sports economy, and is the closest SportFi model to the broad definition of RWA, I included it in this category.

2) Payments & Stablecoins!
Big banks and regulators are now talking about stablecoin and digital money infrastructure. The infrastructure of real life is merging with blockchain.
Card, bank, QR… The invisible engine running in the background everywhere will be blockchain.
$XRP $ACH $LTC $COTI

3) Staking and Restaking!
In 2021, yields came from DeFi pools. In the new rally, the restaking + liquid staking combination will be the next level. It secures the chain and sells security to new protocols by reusing the same collateral for a second time.
$LDO $RPL $REZ $EIGEN

4) AI & AI Agents!
LLMs, agents, autonomous AI coins…
But the real big story is this:
AI agents having their own wallet, their own economy, and their own network. Bots will transact and trade on your behalf.
$FET $RENDER $NEAR $FLOCK

5) Robotic DePIN!
After Helium, RNDR, Filecoin, the story has now shifted to robots, drones, and autonomous systems. This new rally could produce a very strong story here. Rent out your device, sensor, data, or location info at home to the network and earn tokens. Real use case + real revenue model. There aren't many options here, but research GEOD.
$GEOD $RENDER

6) Oracle!
RWA, AI, DeFi, SportFi… All require data and integration.
As these trends grow, the need for oracles will have to increase exponentially.
The hidden heroes who will shoulder this heavy burden...
$LINK $DIA $PYTH

7) Cross-Chain!
The future will be multi-chain—in fact, it already is. The backbone highways connecting everything together.
$AXL $ZRO $W $STG

Especially focus on the following!
RWA
Payments
Staking/Restaking
AI

I want us to position ourselves correctly and be right in the middle of these stories.

If you have anything to add, write it in the comments. ❤️🫂