Shiguang Observation Diary, August 23

I have a feeling there may be a sustained rally over the next two to three months. Currently, there's no central market trend, but topics that could become the main theme are already forming:

1. Cryptocurrency stocks: Both the A-share market and US stocks have performed very well recently. While discussing RWA, I learned that many market manipulators in the US and Hong Kong stock markets are already making moves. I remember that during the last wave of cryptocurrency stocks, you could profit by jumping in as soon as the news came out. This time, the same strategy applies, but remember to run after the gains. Also, ambush $NA.

2. USD1: The news of $Wlfi unlocking 20% ​​is positive for the overall cryptocurrency price. $Wlfi is essentially a game of power monetization. The likely trend can be compared to $pump, but it's unlikely to fall too much. The USD1 concept is likely to remain stable during Trump's term. There are many coins to bet on in this sector. I haven't mentioned $U in a while. I persuaded a group of people to get on board yesterday, and it has already seen a very high cost-effectiveness.

3. AI: AI It will always be one of the most important narratives. $spark is still the current AI leader. As long as Paris doesn't jump on board again, it's sure to reach new highs. However, we're even more eager for truly technically reliable teams to enter the cryptocurrency market, as AI in the cryptocurrency market is two versions behind.

4. X-Chain: Paris absolutely blew X-Chain away yesterday. The concept is incredible, but it's also a good opportunity to enter a naive stock. I didn't participate in the first wave, but I think there's potential in the second wave. However, the projects listed above seem mediocre at the moment, and strong development is still needed.

I'm not really hopeful that the main storyline will be the above points, as the ceiling is too limited. I really hope something new emerges to leverage the entire market. I'll continue to monitor the market and observe, and act decisively when I see an opportunity. #ETH创历史新高 #杰克逊霍尔会议