2025-12-21 00:12:49

Recently, Payfi and RWA have indeed been quite popular, and many projects are making efforts in this direction. But to be honest, only a few projects can truly be implemented, and we need to use our eyes to discern them.

Lately, I’ve been paying attention to some projects that are progressing quickly in these two tracks. An interesting phenomenon is that the actual application heat and market value of many projects are seriously mismatched; user numbers and trading volume are increasing, but valuations are still stuck at very early levels. This kind of mismatch usually indicates considerable room for growth.

Compared to other similar projects, some teams have indeed put effort into ecosystem building and real user onboarding. From the perspective of application implementation, their development momentum is healthier. If they can continue to make progress, the potential for valuation recovery is quite promising. This track is just beginning, and early participants may reap substantial benefits.

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GasFeeTherapist

· 22h ago

Well said, but the key is still to find projects that truly have users. Don't be fooled by the narrative. --- Valuation mismatches do exist, but the question is how to identify which ones can truly succeed and which are just short-term hype. --- Now everywhere you see Payfi and RWA air projects, they all look pretty impressive. --- That's true, but the real big opportunities are often in the most inconspicuous places; you have to dig them out yourself. --- I've heard too many times about early dividends; in the end, most people end up cutting their losses. --- Not many projects do a good job of ecosystem construction; most are still relying on marketing to sustain themselves. --- I've already started deploying in this wave of Payfi; it all depends on who can survive until the end. --- Mismatches mean opportunities, but they can also mean that the low price is for a reason. --- Putting aside valuation repair, the growth in user numbers and transaction volume is the real deal.

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SighingCashier

· 22h ago

Exactly right. There are too many projects with inflated values nowadays. I've been looking for those with a genuine user base, not just hype and bragging. This kind of undervalued opportunity is definitely worth paying attention to. Early movers still have a chance. Payfi is still in the very early stages, but I see some teams have real data support, unlike projects that rely solely on hype. Honestly, you need to look more at on-chain data and not just listen to stories—that's the real truth. Jumping into a new track as it just starts can easily lead to pitfalls, but if you choose wisely, you might see tenfold returns in a year.

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StablecoinAnxiety

· 22h ago

Hmm, it looks interesting. Projects with data and valuations that are seriously mismatched are definitely worth keeping an eye on. A few projects with solid ecosystem development are indeed different, but how many can actually survive? You have to pick the right ones. Right now, it's all stories. What about actual users?

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MevHunter

· 23h ago

Real user data and market capitalization don't match, and that's spot on. There is indeed arbitrage potential. --- I'm also looking into Payfi, but most projects are more conceptual than practical. --- Early entrants might really make money, but I'm worried that later players will cut the leeks even more aggressively. --- Application implementation is the key; projects with only hype and no users will eventually fade away. --- If this round can find projects with genuine ecosystems, it could indeed double in value. --- It feels like a game of information asymmetry now—who can discover projects that are already gaining users first will win. --- But to be fair, I still have some reservations about RWA. --- I agree with the filtering logic of focusing on user growth rather than market cap. --- Wait, putting in effort doesn't necessarily mean success; it still depends on the data. --- I'm a bit tired of the early bonus narrative; those who made money have long since left the comment section.

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