CJ Fong 5.0 2 ideas

Singapore's stock market is a safe haven and is seeing strong inflows, making it one of the best-performing markets in Southeast Asia. Its stability and status as a financial hub attract capital, especially during times of global uncertainty.

CJ explicitly states, "RWA is something that everybody's looking at... 90% of consensus this year is going to cover these topics." He notes Tether (USDT) is the most successful RWA to date. As TradFi market makers and banks enter the space (which CJ notes is happening), capital will flow primarily into assets that bridge Web2 and Web3 (securities/RWAs). LONG the RWA narrative and infrastructure. Regulatory classification of RWAs as unregistered securities leading to delistings.