Laser Focus
Sometimes things don’t go according to plan. Sometimes, time horizons need to be extended. Altcoins didn’t rally as expected in 2025, and they are currently below their 2022 lows. It seems crazy. However, it’s true, altcoins are battling for survival. Taraxa is trading at a 50% discount to where I bought it in 2023. Remember, it rallied 25X from that point. Essentially, that implies a 50X back to the local top.
It is essential to note that Taraxa (TARA) was one of the few altcoins to perform well in late 2023 and early 2024. Most altcoins posted very modest gains during this period. However, projects like Bonk and Taraxa were top performers. I managed to call both of these projects before they took off.
Many are expecting 2026 to be a better year for altcoins, as the 4-year cycle appears to be a thing of the past. That being said, I am looking beyond 2030 to begin realizing gains. I expect to see the maturation of certain projects by then. Essentially, I am focused on RWA and the amalgamation of TradFi and DeFi. Projects that will play a key role in the future of finance and ownership.
Trading To Empower Investing
I have a simple trading strategy in place where I rotate my gains into a project that falls into the above-mentioned category. I intend to do this for the next 6 to 7 years. I believe that 2030 will be a profound year for RWA. I also think that DeFi and TradFi would have merged by then, ultimately paving the way for the future of finance.
I don’t think much will happen in this arena in the next year or two, which provides an opportunity for discounted accumulation. I also want to build a sizeable allocation, which will require time. I measured this particular project against Cardano, which is still ranked relatively highly. It has performed 50% better than Cardano!
The market cap of this particular project is below $80 million, making it a great long-term opportunity. I have written about this project. However, I have chosen to keep this one a secret. It rallied by 700% during the current cycle. However, it, like many other altcoins, has retraced to its bear market lows.
Essentially, RWA and financially based projects have to wait for their time in the sun. That means that even quality projects are likely to be overlooked. However, that creates an opportunity for patient investors. I will also need a lot of time to build a decent position, making it the perfect match for me.
Final Thoughts
The gains we have already experienced in RWA are market-related returns. The RWA sector is yet to explode. We are yet to see this sector living up to its potential. These are, of course, my views and not investment advice. However, they could offer value. All the best, see you next time!
Sapphire Crypto 