After seeing the big trend, many friends asked: "Talk is cheap, who should we really pay attention to?"
To prevent everyone from rushing towards meme coins, I have selected a few 'old faces' and 'new leaders' frequently mentioned by Wall Street and tech giants from the discussion heat of the Davos Forum.
⚠️ Again, emphasize: Novices only watch and do not buy, first understand the logic!
Track One: RWA (bringing real-world assets on-chain)
The core logic of this track is: It's good to be under a big tree. Whoever has a good relationship with traditional banks is the boss.
ONDO (Ondo Finance)
A brief introduction for novices: It is a facilitator for US Treasury bonds.
Recommendation: When you want to buy US Treasury bonds in the crypto world to earn interest, this is currently one of the most compliant channels. BlackRock is holding on tight, and the 'asset on-chain' concept mentioned at Davos often refers to this model.
LINK (Chainlink)
Brief introduction for beginners: It is the 'cross-sea bridge' and 'shovel seller' of blockchain.
Recommendation: The banking system and the blockchain system do not communicate; Chainlink is responsible for connecting them. Regardless of which RWA project becomes popular, it will need its technology (CCIP). As long as the RWA track explodes, it is essential infrastructure.
MKR / SKY (MakerDAO)
Brief introduction for beginners: It is the 'central bank' in DeFi.
Recommendation: A long-established strong player has already started buying US bonds to endorse itself. It is the pioneer of decentralized stablecoins, with risk resistance tested by time.
Track two: AI + Web3 (working for robots/paying salaries)
The core logic of this track is: AI needs computing power, AI needs payment, AI needs data.
RNDR (Render Network)
Brief introduction for beginners: It is the 'Didi Chuxing' of the graphics card world.
Recommendation: AI drawing and Sora generating videos require massive computing power. If you can't afford several thousand dollars for a graphics card, RNDR allows the world's idle graphics cards to be rented via the network. The more popular Nvidia is, the more stories it has to tell.
FET / ASI (Artificial Superintelligence Alliance)
Brief introduction for beginners: It is the AI broker alliance.
Recommendation: It was previously called Fetch.ai, and later merged with several big names. They specialize in 'AI agents', which means letting AI help you book tickets, trade, and complete tasks. The concept of 'AI wallets' mentioned at Davos is closely related to them.
NEAR (NEAR Protocol)
Brief introduction for beginners: The 'highway' most suitable for AI.
Recommendation: Although it is a public chain, its recent transformation to the concept of 'user-owned AI' has been very successful. Its technology allows you to teach AI to help you write code and operate applications, providing a very smooth experience, and is considered a strong competitor to Ethereum in the AI era.
Track three: Compliant payments and public chains (a parking lot for large funds)
The core logic of this track is: stability.
SOL (Solana)
Brief introduction for beginners: It is the Nasdaq of the crypto world, fast and low-cost.
Recommendation: Although competition will be fierce in 2026, Wall Street is going to focus on payments (Visa, PayPal), and the fastest chain is still the first choice. Many popular applications that have emerged in recent years (DePIN, Meme) also cannot be denied to be in this.
🛑 Final risk warning (for life-saving purposes)
This part must be added at the end of the article; this is not only a disclaimer but also the key to establishing a 'reliable KOL' persona:
Three 'don'ts' for beginners:
Don't go all in! Although these are leaders, they could also be halved. Only play with money you can afford to lose.
Don't trust 'signal teachers'! If someone pulls a group to get you to invest in some unknown small coin at this time, 99.9% of the time it is a scam.
Don't forget to withdraw your coins! Buy coins and transfer them back to your cold wallet, or keep them on the largest exchanges; don't be tempted by high interest from small exchanges.
2026, on the eve of this rampant bull market, may we all preserve our capital and wait for the wind to come!
