CFG (CFG)

#RWA credit protocols are an overlooked area. $CFG is quietly rising. Usually these kinds of moves are not limited to a single project. We may see similar movements on the $GFI and $SYRUP side in the future. https://t.co/KFLQ6EsDWq

RWAs are expanding into @monad Through @centrifuge, tokenized Treasury bills and credit products from firms like Janus Henderson and Apollo Global Management are coming onchain to Monad. With transferable deRWA wrappers, these assets can move seamlessly across DeFi while maintaining direct exposure to underlying instruments. This brings traditional financial products closer to onchain liquidity

#cfg 👏👏 #beforeafter My analysis for $CFG that I performed has reached my TP targets in a short period. In a short time, an approximate +130% rise occurred. I will monitor this for a while. The next TP target will probably be 0.85. https://t.co/5kOEQ5RKEe

Narrative rotation 2026: Where will the money flow? You know, the bottom is likely in to me. Now with institutional flow, I don’t think we’re in the old cycle anymore where one shiny thing sucks up all the flow for 3 months then dies. Capital is getting more selective and moving toward sectors that already have real revenue, real demand, real PMF, and some actual reason to exist. Some narratives I’m focusing on to find the runners this year are RWAs, perps, prediction markets, and AI. 1/ RWA No longer a TradFi side quest, I treat RWA as fresh collateral entering crypto with actual outside cash flow attached to it. – RWAs ex-stables sitting around $29.4B onchain – Tokenized treasuries grew another 18% MoM to $13.6B – Tokenized equities crossed $1.2B after being basically nothing not long ago – Gold onchain has seen massive growth this year as the weekend hedge The biggest flow this year is #RWA collateral flowing into DeFi leverage. Protocols building new DeFi primitives will become the future of finance. Top picks: $CFG $ONDO 2/ Perp DEX @HyperliquidX is still the clearest example of where the flow wants to live. HIP-3 is eating every angle of trading. Degens are not just trading crypto beta onchain. Crypto market structure is starting to absorb equities, commodities, and eventually prediction exposure too. – HIP-3 OI reached $2.38B, a 580% YoY increase – TradFi perps on HL grew 188% in Q1 $HYPE is still the main play here, while other perp DEXs are just beta bets to diversify the bag. The thesis is perp DEX is the strongest PMF right now and continues to grow. $HYPE captures most of the flow, but traders still need other venues for arbitrage and hedging, which lets other platforms perform too. 3/ Prediction market @Kalshi + @Polymarket combined did $23.6B in March volume. Both hit ATHs for the second month in a row. HL’s HIP-4 is coming to deploy permissionless prediction markets directly on Hyperliquid’s margin layer. This sector is growing faster than most people expected, but the play isn’t betting on every player. Prediction markets with no real moat will go to zero (study $OPN). The space is already crowded at the $POLY/Kalshi layer. The real runners are either building alongside the giants (infra, oracles, resolution layers, intent routing…) or doing what $PUMPCADE just did and attacking a completely different market segment. 4/ AI agent + DeAI The AI narrative in crypto has been loud since 2024, but 2026 is where it starts to stratify with real businesses on one side and subsidized emissions plays on the other. OpenAI just raised $110B at a $730B valuation. NVIDIA posted $68.1B in quarterly revenue, +73% YoY. Decentralized AI is a direct response to a structural problem that’s getting worse every quarter. $TAO is my main pick here. – 128 active subnets, $43M Q1 revenue – 70% of circulating supply locked in staking – Grayscale just raised $TAO to 43% of their AI fund – Covenant quitting is just noise, the long-term vision didn’t change x402, mpp being built for the machine economy are getting assembled right now by the biggest players in tech. AI agents are already making money, hiring humans, and very soon there are going to be more AI agents than humans making transactions. The winners are the rails the agents run on. Keep sticking around and build your own thesis. These 4 sectors will be where the money rotates this year.

#CFG operation hit TP targets. Instantly 2X passed.👏👏 I will update the analysis work.. https://t.co/jdRod0xvpY

Spotlighting our expert reviews on: @centrifuge Our OG expert reviewers note that Centrifuge $CFG stands out as a leading RWA protocol with strong institutional backing and over $1B in financed assets but token value capture remains uncertain. Can Centrifuge translate its institutional success into real demand for CFG or will dilution and credit risk limit its upside? More on the OG audit review and the project info here: ogaudit(.)com/crypto/centrifuge-cfg-1 https://t.co/VyalMjZtyU

#cfg My analysis successfully reached its target. $CFG + 90% .. 🔥🔥 https://t.co/K5woMuUjAW