Current new trends and innovative tracks
1. **Modular Blockchains and Data Availability (DA)**
- The modular architecture led by Celestia (separating execution layer, settlement layer, and DA layer) becomes a new trend, focusing on its ecological projects (like Manta, Dymension).
- EigenLayer's Restaking model reconstructs the shared security logic of Ethereum, giving rise to the 'LRT (Liquidity Restaking)' track.
2. **Deep Integration of AI and Blockchain**
- **Decentralized Computing Power Market**: Such as Render Network and Akash Network, addressing the monopoly of AI computing power.
- **AI Agent Economy**: Autonomous AI agents collaborate through token incentives (like Fetch.ai).
- **Data Annotation and Training**: Projects like Bittensor attempt to incentivize data contributions through tokenization.
3. **Tokenization of Real-World Assets (RWA)**
- Tokenization of US Treasury Bonds (Ondo Finance), real estate and carbon credits on-chain (like Touchstone) become key entry points for traditional capital.
4. **Community-Driven Logic of Meme Coins**
- From Dogecoin to Pepe, meme coins rely on social media dissemination and community consensus, needing to quickly capture emotional turning points (e.g., low market cap meme coins on Solana chain).
'Coin Chasing' practical experience and strategies**
1. **Early Information Capture**
- **Tool Usage**: DeFiLlama tracks TVL growth; Dune Analytics analyzes on-chain data; Twitter/X and crypto communities (like Telegram) dig for Alpha information.
- **Testnet Interaction**: Participate in project testnet tasks (Galxe, Layer3) to gain airdrop expectations.
2. **Risk Assessment Framework**
- **Team Background**: Anonymous teams require a higher risk premium, while real-name teams focus on past records (such as whether they have previously rug-pulled projects).
- **Token Economics**: Is the circulation, unlock period, and VC share reasonable (beware of high FDV but low circulation projects)?
- **On-chain Data**: Distribution of holding addresses, whale movements (Etherscan/Nansen), contract security (Audit reports).
3. **Judgment Dimensions of Innovation**
- **Technical Breakthroughs**: Whether existing pain points are addressed (e.g., Ethereum's high Gas fees → zkRollup; cross-chain fragmentation → LayerZero).
- **Model Reconstruction**: For example, Friend.tech reshapes the creator economy with SocialFi, and Pandora experiments with semi-homogeneous tokens through the ERC-404 protocol.
- **Compliance Path**: Do RWA projects have licenses (like Securitize), can they open fiat channels?
4. **Exit Strategies**
- Short-term speculation projects: Set profit-taking/loss-cutting lines (e.g., exit in batches at 50% profit).
- Long-term narratives: Pay attention to ecological development milestones (mainnet launch, partner institutions, user growth).
