Recently been looking at some less popular but highly storytelling assets, and Centrifuge (CFG) is one of the tokens that I feel more connected to.

The Centrifuge chain essentially works to bring real-world assets—such as invoices, mortgages, consumer loans—onto the blockchain as tradable tokens. This sector is now called RWA, which isn't new, but it is one of the few bridges that truly connect traditional financial markets with DeFi. Moreover, its P/TVL ratio is lower than other projects in the same sector, meaning the market currently undervalues its locked-in assets. If the RWA narrative gains more funding recognition in the future, there is room for valuation recovery.

Another point that I find promising is Ethena choosing Centrifuge as its tokenization partner. Ethena has been quite popular in the market this year, and being able to delegate tokenization to Centrifuge indicates that its technology and compliance capabilities have been vetted. This kind of institutional-level endorsement is much more solid than community hype.

Furthermore, accessibility. Last June, CFG was listed, which is old news, but it means the path to mainstream adoption has been laid out. The broader the liquidity, the more effective the price discovery.

Of course, I don’t plan to trade it as a short-term play. What I value is its “slow buy” attribute—the core of dollar-cost averaging isn’t bottom-fishing, but smoothing costs and waiting for time to do its work. Volatility will definitely exist; a high RSI followed by a correction is normal. A high ratio of large inflows indicates a fair amount of short-term speculative capital, but none of this affects the long-term underlying logic.

In summary, my simple judgment on CFG is: the sector is promising, the position isn’t too high, and the story is vivid enough. No need to go all-in; just buy a little each month, hold, and wait for the RWA narrative to be recognized by more people. $CFG ‌#我的Gate交易时刻