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My AI and RWA watchlist this week. Ranked.
1. $FET. Whales stacked 100M tokens in March. A public company wants to raise $500M just to hold it. The ASI merger is still unfinished business.
2. $ONDO. Sector TVL crossed $1B. BlackRock backed. EU approved. The price is suppressed by unlock mechanics, not by weak fundamentals.
3. $TAO. Down 20% on governance drama. Grayscale ETF filing still active. Post halving supply is 3,600 TAO per day. This is a dip with a thesis.
4. $QNT. Only RWA coin positive across all timeframes this week. Whale accumulation is confirmed on chain. Cup and handle forming on the daily.
5. $RENDER. GPU infrastructure is not a narrative. It is a necessity. $1.87 is not where this ends.
The market is distracted. I am not.