MEME opportunities are divided into two types:
1️⃣ Random hot spots: such as GOR, USELESS, Squirrel, etc., driven by random narratives.
2️⃣ Application hot spots: typical examples include AI and RWA.
For instance: there are few RWA type MEMEs, only COLLAT stands out.
There are many AI type MEMEs, and they have performed strongly in this rebound.
I have always emphasized the importance of keeping up with AI type MEMEs,
such as: DUPE, KLED, KNET, BOTIFY, which have all performed well in this rebound, especially KLED which has doubled.
I hope these MEMEs can continue to push up valuations along with the market, bringing greater multiples.
Even if the market doesn't drop, and the expected space is slightly smaller, there are still opportunities.