This week, my AI and RWA watchlist. The rankings are as follows.

1. $FET In March, the whales accumulated 100 million tokens. A publicly listed company wants to raise $500 million to hold these tokens. The merger case of ASI is still not completed.
2. $ONDO The total locked value in the industry surpassed $1 billion. Supported by BlackRock. Approved by the EU. Prices are suppressed by the unlocking mechanism rather than weak fundamentals.
3. TAO has been affected by corporate governance turmoil, causing its stock price to drop by 20%. The application for the Grayscale ETF is still ongoing. The daily supply of TAO after the halving is 3,600 tokens. This is a decline with some justification.
4. QNT is the only RWA token that has shown an upward trend across all time periods this week. On-chain confirmations indicate that whales are buying in large quantities. A cup and handle pattern is forming on the daily chart.
5. $RENDER GPU infrastructure is not a narrative, but a necessity. $1.87 is not the end.
Market sentiment is low, but I am not.
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