Review of the First Half of 2025:
Opportunities in January: The opportunity for large funds is Trump; missing out could mean many years without a similar chance. However, small funds may feel indifferent. (Looking at the 1.5 billion market cap, it doesn't feel significant; I underestimated the influence of the president because I participated in a few of his projects before, but none reached a billion, which made me understand the difference between a confirmed president and a potential one.)
TST is also a relatively good opportunity and is a favorite among medium and small fund investors. ai16z also skyrocketed from a 200 million market cap to a 2 billion market cap during this period.
Opportunities in February: A comprehensive shorting of various coins, the listing of Pi coin, IP, and Kaito are all decent opportunities. There are no particularly significant opportunities this month.
Opportunities in March: The BSC ecosystem exploded, with Mubarak, Tut, Sonic's Shawdo, etc., experiencing a period of rapid growth.
Opportunities in April: BTC, ETH, and SOL all dropped to the bottom, and the market began to rebound due to favorable news from Trump. BIG, RFC, Troll, etc., are all considered phase-specific opportunities. At the same time, Binance Alpha's TGE began to rise, as well as the transfer launch of Four's SkyAI; Dark Mtn is also a decent opportunity.
Opportunities in May: A massive explosion in exchange markets; Virtual and Sui are both viable. BOOP, Launchcoin, some coins from LestBonk, and the low price of Adventure Island's NXPC on the BSC chain. These opportunities are also quite good.
The above are all opportunities that we can understand and have participated in, but ultimately did not achieve very good results, requiring some reflection.