2026-01-14 02:22:54

Recently, the RWA( real-world asset tokenization) sector has started to heat up, and the performance of several projects is worth paying attention to.

As a leading player in this sector, ONDO mainly focuses on bringing traditional assets on-chain. Backed by traditional financial giants like BlackRock, this already indicates the compliance and market potential of the direction. However, in mid-January, there is a large token unlock window, which may lead to significant selling pressure in the short term. But as long as it can withstand this period, the long-term logic of the sector remains intact, and many are optimistic about its potential for considerable growth.

PLUME is still in the early stages. Recently, it was added to Grayscale's evaluation list and launched a $200 million RWA product in collaboration with partners. Although it is less well-known than ONDO, its price is still low. If the RWA sector really gains momentum, projects like this with potential do have a chance to generate substantial profits. Of course, the risks are proportionally higher.

In simple terms, ONDO is a steady route, while PLUME is a more aggressive approach. The choice depends on individual risk preferences.

ONDO0,71%

PLUME5,11%

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RamenDeFiSurvivor

· 15h ago

BlackRock endorsement is no small matter, ONDO's momentum is quite steady --- Is PLUME still at rock bottom? Then I need to do some research --- Wait for the ONDO unlock to finish before jumping in, it will definitely drop in the short term --- The fighting route sounds exciting, but I'm a bit scared haha --- When RWA really takes off, traditional finance will go crazy. This direction is unstoppable --- Grayscale's evaluation list = prelude to cutting leeks? Or is there really a chance --- PLUME has high risk, but this low position is indeed tempting --- I want to take both routes, but it feels like I ended up falling in both --- BlackRock + crypto, it feels a bit strange but I can't quite put my finger on why

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ProofOfNothing

· 15h ago

BlackRock's endorsement确实让我充满信心，但1月那波解锁我还是有点担心。 PLUME低价潜力股的感觉，就怕变成韭菜。稳健和搏击，老老实实选择稳健吧，RWA还早呢。 ONDO扛不过解锁期才是大麻烦，否则长期确实值得。 PLUME灰度待评这个信号还是不错的，但敢上车的真不多。我是稳健派，ONDO看着更顺眼，别整天想着一把梭。 RWA这块儿，传统金融巨头入场才是真信号。

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BugBountyHunter

· 15h ago

ONDO's January unlock pressure is quite significant, but having BlackRock's endorsement indeed provides reassurance. If we can get through that period, there should be no big problem. PLUME has a bit of a gamble feel, but deploying at low levels is indeed attractive. If Grayscale approves, it could take off. I think both are worth considering; the key is whether they can withstand short-term fluctuations. Whether the RWA direction is feasible still depends on the progress of subsequent projects. BlackRock's entry truly changes the nature of this track; it feels like a signal light for traditional financial giants entering the space. PLUME's popularity is indeed low, but its low price also means the risk has been somewhat priced in. Let's see if there are any explosive points later. What are you afraid of with selling pressure? At the bottom, you should be accumulating chips. Projects like ONDO with backgrounds should be fine by the end of 2024. I don't understand why some still doubt RWA. This is the future of on-chain finance; it's just a matter of time. The fight with PLUME is indeed exciting, but I still prefer a more stable approach. Buying at this position in ONDO, I won't regret. It's a bit surprising to see PLUME on the Grayscale list; it gave me a lot of confidence. Where can the unlock dump go? Those eager to bottom fish have already prepared.

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BlindBoxVictim

· 15h ago

ONDO is indeed stable this time, but I still feel a bit hesitant about the January unlock... PLUME is at a low level, but it's mostly a gamble.

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CounterIndicator

· 15h ago

The endorsement by BlackRock is actually a double-edged sword—on one side, it's a compliance benefit, but on the other side, it feels like traditional finance is just here to harvest us. I find PLUME more interesting. Low-position potential plays are the kind you have to bet on; anyway, since it's all a big gamble, might as well gamble on the smaller ones.

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GateUser-5854de8b

· 15h ago

BlackRock-backed ONDO is indeed more stable, but the January unlock wave really needs to hold up, otherwise early investors will suffer significant unrealized losses. For low-priced potential stocks like PLUME, it depends on whether you can tolerate the possibility of underperformance. The grayscale list plus $200 million in products sounds good, but ultimately it's a bet on the future. The RWA path is definitely the right one; the key is timing and choosing the right projects.

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