“Crazy Sleep in the Rain” released the market outlook for 5.12

Let's take a look at which cryptocurrencies are specifically mentioned:

0. Core Idea:

Stick to the main line of speculation logic + small position betting, primarily focus on no more than 5 core targets, treat the rest as “lottery positions.” The basic strategy is “quick entry and exit, reduce positions on the rise.”

1. RWA: Main Line Focus

Logic: U.S. policy drives the narrative, high market mindshare, has speculative value.

Current Operations:

· Heavy position in $PLUME (RWA Layer1, strong whale + institutional background)

· Buy $SYRUP (Ethereum RWA DeFi, already listed on Binance contracts)

· Abandon $ONDO (not cost-effective)

Future Outlook:

· Pay attention to the Solana RWA sector, consider building positions.

2. AI: Rotational Focus, Main Uptrend Still to Come

Current Situation:

· High enthusiasm for the big narrative, but no major events in Web2, small narratives are weak.

· Old AI coins are rebounding but lack breakthrough opportunities.

Current Operations:

· Participate in new projects @virtuals_io for initial offerings, buy $GLORIA, $WHIM (lottery positions)

· Bet on rebounds in old projects, pay attention to capital flows, have done $PROMPT (already taken profit)

Future Focus:

· DePAI (AI track unlocking physical world data)

· New narratives like MCP → $DARK

· Continue small position operations with $TAO, short-term betting on dTAO event market, take profit in time

· Pay attention to $BID (deeply tied to the Bittensor ecosystem)

3. Layer1: Event-driven + Short-term Rotation

Current Operations:

· $AVAX benefits from the launch of the “Adventure Island” game, holding position; also buy its ecosystem game coin $GUN

· $INIT (cost 0.77), reduce positions as it rises

· $BERA (cost 3.5), sell if it weakens

4. Additional Supplementary Positions:

· $SIGN: Expectation of app launch + KOL (big brother) calling the shots, participate in the speculation

5. Subsequent Supplementary Operations:

· Partially liquidate $BERA exchange position, kept iBGT to hedge my Berachain exposure

· Syrup stopped out, too weak at 21,462

· $PRCL $GRASS added to the watch list

· $INIT is not likely to sell at the moment unless it rises to new highs or falls below the starting point.