On-chain warm-up, each track will buy several tens of thousands of dollars.
The previously built position of $bas is in the bn (bsc) ecosystem, currently listed on perp, with a maximum of 3x, currently just over 2x;
In the past two days, a position was built in the wlfi (usd1) ecosystem, selecting $block, with the build price around 140m-150m fdv, reasons:
1️⃣ One of the most important projects in the wlfi ecosystem, similar to yesterday's $doro (cto of wlfi), $block is made by the cio of wlfi, focused on ecosystem incubation;
2️⃣ Currently, around 130m appears to be a second level support, betting on the future heat and listing of the entire ecosystem.
My judgment on the chain is roughly as follows:
1️⃣ In the next 3 to 6 months, it is highly likely that liquidity will continue to improve;
2️⃣ Who the leading player is, I can't guess, it may not have emerged yet.
So currently, in the several tracks I am optimistic about, I will buy each one:
bn track; wlfi track; solana meme (ai).
The only one I haven't figured out is the platform coin, I can't judge at all, so I probably won't get involved.