The greatest value of Bitcoin is its monetary properties, which is also its greatest value and irreplaceable!
The greatest value of Ethereum lies in applying blockchain technology to give birth to more valuable ecosystem projects, allowing blockchain technology to be used more widely. Its security is also irreplaceable among all public chains with smart contracts!
Truly revolutionary and innovative projects are birthed on Ethereum Layer 1, such as Link, Uniswap, Curve, Aave, SNX, RNDR, LDO, ONDO, ENS, AXS, these are pioneering projects. Other public chains just replicate these applications. Even though many are now moving to Layer 2, they are still within the cradle of the Ethereum ecosystem.
For the future development of the industry, it still relies on teams like Link to break technological bottlenecks, transfer real-world asset security tokens onto the chain, and then improve derivative trading combined with RWA, in order to bring more real-world assets onto the chain. Only with increased capital volume can this industry develop; currently, the greatest value attribute of blockchain is still financial trading!
AI is just keeping pace with the times; its application and implementation in the crypto space are still very limited. Our focus on AI projects is mainly to seize hotspots for wealth generation.
The story of the metaverse has already declined. The future development direction should combine VR technology with AI to create a metaverse that has stories to tell, enhancing game playability and creating a more complete economic model to escape the fate of a death spiral.
The Bitcoin ecosystem: the emergence of inscriptions, BRC20, and UXTO technologies has brought technical breakthroughs for scaling Bitcoin chains. In the future, it will be more suitable for the development of NFTs, as NFTs still focus on scarcity and artistic value as their future direction!
Depin can potentially bring trillions of dollars into the industry in the future, but it is destined to face more regulatory issues, especially regarding geographical data collection, biological information, as well as bandwidth and computer hardware resource sharing, all of which are subject to local regulations. Early participation in this narrative wave may yield good returns!
The TON ecosystem mainly depends on how much the TON Foundation is willing to invest. This industry is only focused on wealth creation effects.
Solana’s US funding chain is making rapid advances in on-chain trading. The Depin track is a cradle for meme coins and shitcoins, with strong rallies and quick downturns, attracting many players from the primary market to speculate on shitcoins. The security and downtime issues still need improvement.
The Sui and Atpos concepts of the MOVE language mainly focus on the integration of Web2 and Web3. Both developers and users from the traditional internet find it relatively easy to accept their models as an entry point.
Modular blockchains really don’t offer cheap options; they all start at valuations in the billions, and retail investors don’t get to benefit. From a technical perspective, they can solve the problems faced by L2, but I personally think speculation has gone too far.
EigenLay’s restaking protocol carries the narrative of Ethereum’s future, allowing cross-chain protocols, L2 public chains, and other applications that originally lacked security to gain higher security through EigenLayer, which can also bring secondary benefits to users staking Ethereum!
Cross-chain interoperability projects are mainly based on the Cosmos ecosystem, but they often have valuations in the tens of billions, and they haven't given the primary market too many opportunities to participate!
The existence of so many public chains is not very meaningful, mainly focused on speculation. ATOM is so cheap now, and if you have the opportunity, spreading some into different wallets for staking might bring some surprises!
Infrastructure project valuations are not high, yet these projects are the foundation for developing blockchain. Only their existence allows the aforementioned tracks to develop better. In the coming days, I will organize infrastructure projects because not everyone understands technology or knows which foundational projects have true application value, as they are also the most undiscovered assets in the secondary market with immense potential for future price increases!
Wallets, privacy, stablecoins, blockchain games, and DeFi were all hot tracks in the last bull market; just buy the leaders!
The ENS domain is a coin I have always favored and heavily invested in at the bottom!
SocialFi may still be immature this season; only when a DApp that everyone uses on their phones emerges will there be a future for speculation!
In the Hong Kong track, there are only a few leading projects like CFX and ACH. You can pay attention to them.
As for those niche tracks: such as music, media, robotics, task platforms, accounting, stores, creative platforms, etc.
There is no need to ambush too early; it’s not too late to join in when the speculation heats up later!
After all, everyone’s capital is limited. In a bull market, using USDT on the latest, hottest, or safest projects is the best strategy.