2026-01-21 02:10:55

#Strategy加仓BTC At the start of the Davos Forum, the crypto market staged a terrifying moment. Bitcoin was forcibly pushed below $93,000, and altcoins suffered even more devastating losses. Within 24 hours, 240,000 traders were liquidated directly, and nearly $900 million in funds evaporated instantly. Some say this is a curse of Davos, but a closer analysis reveals it’s actually a perfect overlay of multiple shockwaves.

**Why did the market drop so sharply?**

The Trump administration announced plans to increase tariffs on the EU, igniting traders’ fears of a trade war. Risk assets instantly became hot potatoes, with large amounts of capital pulling out of the crypto market. Meanwhile, a plunge in the US stock market dragged cryptocurrencies down with it, and the correlation between tokens and stocks turned into a race for escape.

Then, US economic data came out too strongly—so strong that the market began to worry the Federal Reserve wouldn’t cut interest rates so soon. As liquidity expectations shifted, the entire market’s support weakened. Coupled with the progress of the US CLARITY Act and Europe’s MiCA legislation, mid- and small-cap tokens were branded as “non-compliant” and were ruthlessly pushed into a trough. Whales took advantage of the chaos to dump, leverage was liquidated automatically, and stop-losses triggered a vicious cycle.

**But one sector defied the trend and took off—**

The RWA (Real World Assets) sector carved out a path of its own. BlackRock’s tokenized fund was officially incorporated into the cross-bank collateral system, Ripple made a high-profile appearance sponsoring Davos, and Bermuda partnered with a leading platform to create a new paradigm of “on-chain economy.”

The total market cap of RWA skyrocketed by 300% in a short period, approaching the $20 billion mark. Funds have spoken with their actions: “Compliance” and “real-world backing” are what’s worth betting on in a bear market.

Instead of blindly cutting losses, it’s better to think clearly—how long can tokens without real assets support themselves in this reshuffle? Is reallocating to RWA a way to avoid risk, or an early move to position for the next wave?

What’s the current rhythm of your holdings? Share your thoughts in the comments.

BTC-2.28%

RWA-6.71%

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CryptoSourGrape

· 8h ago

Damn it, I should have gone all in on RWA earlier. Now I'm watching others triple their gains, while I'm still bottom-fishing dead altcoins.

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BuyHighSellLow

· 8h ago

Damn, it's another feast of cutting leeks. I was still hyping BTC 24 hours ago, and now I'm directly a leek. RWA? I think it's just about cutting the clone coins first and then RWA. Funds are limited, who would believe that, only a fool. Compliance sounds impressive, but isn't it just institutions doing market manipulation? We retail investors are just the "backers." Instead of researching RWA, it's better to figure out how to survive the next big drop haha. My current strategy is two words: do nothing, wait for the big V influencers to hype again. This drop is too severe, feels like it hasn't bottomed out yet. Can RWA really rise 300%? I don't see where it's worth that much. BlackRock's entry isn't necessarily a good thing; it often marks the beginning of trapping people. Adding more BTC? I'm even afraid to look at the market now, just closing my eyes.

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AirdropGrandpa

· 9h ago

9.3K break didn't mean much; the real opportunity is in RWA. Compliance is the way to go. --- When whales dump, we buy the dip. It all depends on who has the resources. --- People who cut losses are really at a loss. Is it still possible to enter RWA now, brothers? --- Davos curse? I think it's just a clean-up wash; the bottom is right here. --- Even BlackRock has entered the market. Don't you understand what the trend is? RWA is about to take off. --- With 240,000 liquidated, I just want to know how they feel now. Leverage is truly a poison. --- Once CLARITY and MiCA arrive, meme coins are done for. Serves them right. --- I've already started adjusting my portfolio into RWA. Following big funds is definitely the right move. --- Those who only shout about BTC are probably crying their eyes out now. They haven't even seen this wave of RWA.

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