Talk about my recent operations and future outlook.

1. Optimistic about RWA narrative

The RWA narrative is a beautiful country's policy narrative.

$PLUME $SYRUP

Plume is RWA Layer1, primarily focused on RWAFi, with a good background and many collaborations with institutions, and a strong foundation.

SYRUP is an Ethereum RWA DeFi product that I have been paying attention to for a long time. I previously mentioned its token swap, and it is now listed on Binance.

For me, Ondo is not cost-effective. Another thing to watch is Solana RWA, which I will consider building.

2. AI

The current issue with AI is still the thin small narratives under the big narrative, and there are no significant events coming from Web2. However, the market will still rank AI narratives as the highest level of narrative. The token rebound is also very strong, but it lacks the opportunity for a main upward wave. Currently, I am participating in @virtuals_io's new project, paying attention to new tokens, but nothing particularly eye-catching (just the initial feeling I had when I saw Aixbt).

I still hold $TAO, but the position is not large. Now I realize that inflation is too fast, and I can only do event trading, and take profits in a timely manner, rather than focusing on the overall market. The selling pressure is actually quite significant. If I do it this way, it will be better. If it drops, I will withdraw in time.

Additionally, you can pay attention to $BID, as they are closely tied to the Bittensor ecosystem.

3. Layer1

$AVAX Adventure DAO (listed on Binance Alpha and Bithumb), very popular. This game is launched, which is good for $AVAX. Then I also took another game-related concept $GUN on $AVAX.

4. Others

$SIGN, has expectations for app launch + my cousin shouting dan.

Finally,

1. Enter quickly, reduce positions with the rise.

2. For coins with high holdings, I will have smaller positions.

3. Main line coins within 5, and for other promising ones, use a position thinking approach (right now my main line is $AVAX $PLUME $SYRUP $SIGN). #山寨季何时到来