CJ Fong 5.0 4 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.

Singapore has strengths in advanced semiconductors and data centers, which are critical components of the AI supply chain. This positions the country to benefit from the growth in AI and advanced technology.

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.

CJ explains that when projects do a TGE (Token Generation Event) and airdrop tokens, "the first thing most people do is sell." He criticizes founders for not asking "who is going to buy my token and why?" Most new launches have structural sell pressure (airdrops) and zero organic buy pressure (no product-market fit). MMs cannot stop this price decline; they only smooth it out. AVOID or SHORT new token launches that lack a clear buyer thesis beyond "we listed on Binance." A hyped narrative (e.g., AI) could cause irrational buying despite poor tokenomics.