Last night was very interesting. A certain state's Senate in the beautiful country directly criticized the understanding king, saying, 'Trump has clearly priced the presidential dinner.' The two big shots, Schiff and Warren, also called for a thorough investigation into the understanding king's encrypted accounts. But the understanding king has already played this hand in a new way. Out of a total of 1 billion Trump, he released 200 million, and recently, those holding the top 220 can participate in the private dinner operation, replicating Buffett's play style and directly pushing the price of the tokens.

The most outrageous part is that Powell suddenly hinted at allowing banks to play with Crypto, only to be confronted by lawmakers on the spot, 'What’s the difference between this and condoning a casino?' Now, old investors are watching the USDC/USDT exchange rate as a weather vane.

USDC discount = retail investors entering the market, USDC premium = institutional players covertly entering.

Currently, it seems that the worst of the macro environment has mostly passed. After the market continues to adjust and fully restores confidence, the market will start to shift from a rebound to a reversal.

If there is no interest rate cut in May, then it is almost certain in June. At that time, with the implementation of policies like tax negotiations, the market will be on the verge of a breakout, so the whole of May and June is a good time for low-position layouts.

So the following tracks are what I think can be focused on for layout:

AI Track: The explosion of AI technology in the Web2 domain is gradually transmitting to Web3. The current track valuation is at a low point, and the retained projects have undergone market reshuffling, making the fundamentals more resilient. Attention can be focused on the application scenarios combining AI and DePIN (Decentralized Physical Infrastructure Network), including the recently emerging MCP and A2A concepts.

L1 Public Chain: Unlike the EVM public chain boom in 2021, current funding tends to support emerging public chains with high TPS and innovative developer tools. Projects yet to issue tokens include Monad and MegaETH.

Meme Coins: There's no need to elaborate on memes; whether it's a bull market or a bear market, they can be played with high operability and high potential, but the premise is that you must have a certain level of understanding! Mainstream tokens like Trump, Punt, and the launchpad related to Bonk can be focused on.

DeFi Track: As a field with a real business model, Perp Dex, lending protocols, etc., achieve profitability through fees and interest spreads. Leading projects like AAVE and JUP have a token buyback mechanism, and if the altcoin season starts, the increase in trading volume will boost protocol income and strengthen the token's fundamentals. Be wary of smart contract risks and liquidity fluctuations.

Next week, there are quite a few macro events, and the futures market's positions are still at a high level:

  • Tuesday: Labor mobility data for March in the beautiful country.

  • Wednesday: GDP and price index for the first quarter in the beautiful country.

  • Thursday: Central bank interest rate decision in the neon country.

  • Friday: Non-farm employment and unemployment rate for April in the beautiful country.


Also, there are: 74 million SUI, 31.34 million OP, large unlocks.

Password recommendations:

DMCP can be paid attention to, having become the largest AI event partner during Token2049. Other partners of this event include Binance, Near, io.net, and Huawei. Demcp is not some corner piece in this. The list consists of relatively strong projects, and being on the same stage is not something to scoff at!

Moreover, there is promotion and exposure output, and at low levels, everyone can look to ambush.