Focus on the AI track - a bigger market is yet to come!
In the recent market fluctuations, the operation rhythm of the main funds is very evident. At first, they rapidly boosted the chain game (GameFi) sector to attract retail investors and create a superficial hotspot. However, in reality, the main focus of the actual capital layout is not on chain games. The next day, the market focus quickly switched to the AI and Meme sectors, especially Meme assets like BONK, WIF, BOME, etc., which saw astonishing increases and triggered a broader sentiment of FOMO. The AI concept then stabilized and rose steadily for several consecutive days, becoming the true direction of the main funds' efforts.
The operators used a strategy of “switching sectors daily”: DeFi, L1, L2, GameFi, and even observing the rotation in the sector. This rapid rotation, on one hand, conceals the real intentions, and on the other hand, indicates that the chips have not been successfully cleared, and the market has not yet experienced sufficient FOMO.
What is the true intention behind this series of operations? I believe it is not to induce short positions and wash out investors, but rather to provide cover and build momentum for the next wave of major upward trends. Based on this judgment, I chose to preemptively position myself in the AI track. For the operators to successfully offload their holdings, they must ignite a high level of greed in the overall market sentiment, attracting large numbers of retail investors; otherwise, they cannot cash out their chips, and if they forcibly sell, the market will inevitably crash. Therefore, once the main funds choose to strongly push upwards and the market sentiment is completely ignited, it will be the best stage for realizing segment profits.
For example, many people question the large-scale unlocking of WLD every day, worrying about ongoing selling pressure. But in fact, it is precisely because the unlocking pressure exists that the operators must raise the price to attract market buying, in order to smoothly digest these unlocking amounts. If the price does not rise, the unlocked chips cannot be easily converted into cash, and this needs to be understood with the main fund mindset.
