Best Altcoins To Buy For 2025 | Big Gain Altcoins
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2024
POLYX
CPOOL
GZRO
RWA is hot and getting hotter. But will current leader Mantra stay #1 by market value? The odds are it won’t.
We have 2 great contenders doing big things in RWA but are worth a fraction of Mantra’s value. We think either one of these altcoins could emerge from this bull market as the leading project in RWA. Curious to see who we like? Let’s find out!
1) Clearpool
The RWA sector is one of the hottest in the industry. More firms are tokenizing assets daily. So who will lead this sector going forward? Two midcaps we like that could emerge as leaders in this bull cycle from RWA: Clearpool and Polymesh.
Both are doing things that are new and interesting. Both can easily become billion-dollar projects. Clearpool is a leader in an area of DeFi and RWA we never talk about. We never talk about it because it’s still untested. Yet, if you want bigger-than-average returns, you need to zig, when the others zag.
Clearpool’s specialty is under-collateralized borrowing. In other words, lending on-chain but without the full collateral backing the loan. Many legacy lenders especially for Buy Now, Pay Later or auto loans function this way normally in the non-digital world.
The $USDX T-Pool on Clearpool continues to grow, with over $17.6 million in Total Value Locked! This accounts for 91.96% of the total USDX minted supply on @FlareNetworks.
Visit the T-Pool here to earn 3.6% APR in USDX, plus an additional 6.11% in FLR rewards
… pic.twitter.com/CKBiZW7YiS
— Clearpool (launching Ozean
) (@ClearpoolFin) November 22, 2024
But it’s rare on-chain. It makes scamming too easy unless the lending is done at scale with companies that take a hit to their reputation if they default. They have originated over $640 million in loans so far. All their borrowers are corporate borrowers. They go through an underwriting process like they would with a legacy lender. That includes AML/KYC stuff. Then the borrowers get rated so you can decide how much risk you want to take for the APR you will earn when joining the lending pool.
More About Clearpool
For example. Gravity Team has a B- rating and has borrowed $500k with no defaults. For those curious, Gravity Team creates quantitative trading software for crypto. That means algorithm-based proprietary trading programs. What Clearpool is dialing in here is companies big enough and ambitious enough that a default on an under-collateralized loan is something they want to avoid. Even better, most of the clients are fellow crypto companies who want the crypto economy to grow.
It’s a unique blend of crypto-native underwriting and the use of legacy tools like credit scores and calculating the probability of default. You don’t need me to tell you how hot the RWA sector is, or what its prospects for growth look like. It’s one of the reasons why you are here.
Clearpool’s revenue is increasing, with the $CPOOL buyback and revenue surging by 76% from Q2.
The revenue generated from Clearpool Prime, Dynamic Pools, Credit Vaults, and the USDX Pool were combined and used for the buyback.
50% of the tokens were burned and 50% were… pic.twitter.com/I1GwgRTOuG
— Clearpool (launching Ozean
But one of the areas that will be key to RWA sector growth getting into the trillions is under-collateralized borrowing. If everything in RWA has to go the way crypto borrowing has gone so far with only over-collateralized lending such as borrowing 75% of the assets that you deposit, then growth will still happen.
But it will be limited. Firms can do that in legacy markets with middlemen who know them. We didn’t even get into the new Ozean Layer 2 for RWA that Clearpool is building. It’s built on Optimism and allows compliant users a way to legally earn yield on-chain. Let us know in the comments below if you want to hear more about this and I expect we will be doing a video with more detail on this project soon.
#Ozean revolutionizes #DeFi by integrating RWAs in a compliant and user-friendly manner, enabling users to earn native yield on-chain automatically.
— Clearpool (launching Ozean
The Clearpool token $CPOOL is currently just over $200 million in market cap. We see no reason why it can’t be at least a $20 billion project if they can maintain a consistent, performing loan portfolio. And that would be a 100x.
2) Polymesh
Our other favorite midcap choice is Polymesh. They have a good chance to emerge as a leader after this bull run as well. Polymesh is using a more direct KYC approach. It’s a necessary evil in the RWA sector. Regulated investment products can’t list, fundraise, or tokenize without a KYC process in place. It will get them in trouble with regulators back home.
As they say on their website, they are the blockchain for securities. Registered securities can only be tokenized legally with the KYC/KYB requirements. Polymesh is an appchain. We talk often about how we like appchains. They make specific tradeoffs in the blockchain trilemma to cater to their ideal customers. And for registered securities, the scalability and security features are the clear top requirements. Decentralization is the least important of the 3.
ICYMI
Exciting news last week as the Polymesh Association and BDACS signed a strategic partnership agreement supporting the discovery and development of promising #RWA projects.
This agreement will bolster Polymesh’s reputation as a world-class infrastructure for… pic.twitter.com/7bDhePitmJ
— Polymesh
(@PolymeshNetwork) November 5, 2024
Polymesh takes compliance very seriously and has a due diligence process for all customers. That said, you can just buy the $POLYX token and hold it in any compatible wallet. But if you want to use the chain itself for investment purposes, then the full KYC is necessary.
There are currently over 7500 accounts on Polymesh. And that may not sound like a lot but you can open an account and Goldman Sachs can for issuing securities, and that’s still only 2 accounts. So considering that most of these 7500 are institutions, that is A LOT of money that can come on-chain.
More About Polymesh
And fast. With the Token Studio, anyone who has passed the compliance checks can issue their compliant token. This is a big differentiating feature for Polymesh. It means that whether your business is based in the US, UK, EU, or Singapore, you can list a token that will be compliant with your regulators.
This flexibility while staying compliant is unmatched in the industry. It also helps explain how over 475 million $POLYX are staked and bonded already in such a short time. People see the value in what Polymesh is doing and want to be a part of it. We see the value, too.
Anon, the highest grossing independent UK NFT music artist is deploying on Polymesh and you’re bearish?@joshsavagemusic @TokenTraxx https://t.co/eqtrhpiWaU pic.twitter.com/byxDwYcTwD
— Polymesh
The current market cap of $POLYX is $365 million. One thing to watch out for is that while the circulating supply and total supply are the same at 1.1 billion, the max supply as written in the source code is infinity. So be sure you watch out for that.
That said, if the market for custom-created compliant tokenized securities takes off as we think it will, this is another project we think could do 100x. That would be a market value of $36 billion. Doable.
The Decision
So which do you think will grow faster?
- Clearpool or Polymesh?
- Under-collateralized lending OR custom tokenized security creation?
Both are primed for huge growth. I think if I had to only pick one though I would go with Polymesh. So, imagine security like tokenizing 1 or 3 commercial properties from part of a portfolio becoming VERY popular over the next few years.
I wouldn’t sleep on either one of these projects though. I think both will lead after this bull cycle and into the next one.
Disclaimer
The information discussed by Altcoin Buzz is not financial advice. This is for educational, entertainment, and informational purposes only. Any information or strategies are thoughts and opinions relevant to the accepted risk tolerance levels of the writer/reviewers and their risk tolerance may be different than yours. We are not responsible for any losses you may incur due to any investments directly or indirectly related to the information provided. Bitcoin and other cryptocurrencies are high-risk investments so please do your due diligence. Copyright Altcoin Buzz Pte Ltd.
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