According to Adrian (@adriannewman21) on Twitter, several experienced crypto market participants anticipate Bitcoin dominance reaching as high as 80% during the current cycle, effectively equating the broader crypto market with Bitcoin itself (source: Twitter, May 22, 2025). Adrian highlights skepticism towards RWA-linked coins, noting OG perspectives that real world asset (RWA) projects may succeed but their tokens lack strong investment rationale. For traders, this signals a potential continued capital concentration in Bitcoin at the expense of altcoins, increasing the risk of underperformance for non-BTC assets unless altcoins show strong independent momentum. This dominance shift may also impact liquidity and trading volumes across altcoin pairs, particularly those without direct institutional or utility-driven demand.

According to Cas Abbé, RWA TVL has now surpassed $10 billion, indicating a bullish trend in the RWA sector despite the current market uncertainty. This growth suggests that traders might consider accumulating RWA coins as part of their portfolio diversification strategy, especially as traditional crypto assets face volatility. The continuous rise in Total Value Locked (TVL) in RWA signifies strong investor confidence and potential long-term profitability. Traders are advised to monitor this sector closely for further opportunities.