Do you see your phone screen flooded with messages like "某蛙币行情见顶快逃" (某Frog Coin is about to top, run now)? Don’t panic. Look at the monthly chart from a different angle—the trendline has just started to rise, like a monster waking up and opening its eyes. Short-term fluctuations? Basically, they are just shakeout traps for those without conviction.

But this time, I want to talk not about whether 某蛙币 can multiply tenfold again. The real question is: if it really does, can you hold on? When it rises, you can’t sit still and want to sell; when it falls, you can’t sleep at night, right? This isn’t about courage; it’s about your clear understanding—that such projects have no "roots." They thrive on hot searches and capital from big players, without real on-chain demand support.

The hardest part of a bull market is never missing out, but rather knowing the right direction and still losing sleep because the project lacks genuine, irreplaceable value. Last year, I made a decision: to gradually shift the profits from Meme coins into a truly "fundamental" track—the oracle ecosystem.

Why am I optimistic about oracles? Why is now the right time?

While you’re daydreaming about 某蛙币’s K-line, big capital on Wall Street is secretly doing one thing: moving trillions of real-world assets (from real estate to government bonds to commodities) onto the blockchain. This is the RWA (Real-World Asset) boom. But there’s a fatal flaw—who determines the price of a house or a bond on-chain? If the data sources can be manipulated, the entire DeFi ecosystem is like a castle built on sand. And oracles are the rebar that pierces into the sand.

Currently, oracle projects mainly do three things. First, cross-chain price feeds, accurately transmitting real-world data onto the blockchain. Second, providing high-precision reference prices, giving DeFi protocols real market data. Third, establishing trust mechanisms to ensure data isn’t tampered with. These sound very technical, but think about it differently: if RWA really goes on-chain at scale, oracles are the "nerve endings" of the entire economic system—indispensable.

This logic is very clear. The RWA track is the big trend for the next three to five years, and oracles are its critical infrastructure. Infrastructure’s value is often underestimated, but once it explodes, its upside can be several times that of application layers.

Instead of obsessing daily over the rise and fall of a Meme coin, it’s better to focus on projects building the underlying infrastructure. They may not make you overnight riches like Meme coins, but they are supported by real use cases and have strong risk resistance. This is a lesson I’ve learned from past investments—true gains come from finding the future’s "utilities" like water, electricity, gas, and coal.