$trump's wealth creation effect is too strong, and those outside the circle are asking if they have joined and how to buy. In just one day, they were listed on cb, Binance, and ok, with ok actually ahead of Binance this time. Everyone should use gmgn and store some money on-chain; the wealth effect will still occur on-chain in the future.
I made some adjustments to my positions and strategies. I’m still holding onto the BNB chain. Right now, the market is only criticizing ETH, and no one is saying anything about the BNB chain. Let’s see how BNB will perform?
Positions on the BNB chain: $koma, $cheems, $aicell, $andy
I got a bit more SOL and am keeping my eyes wide open, staying alert to the hotspots.
Previously, I bought some $swarms and got stuck, added to my position once but still got stuck; after AI, I decided to hold this.
Positions on the SOL chain: moodeng, $pnut
CEX is facing a lot of FUD, so it’s probably time to come up with something that can make money in CEX as well.
CEX positions: $btc, $pepe, $sol, $doge, $sui
Platform token: $bnb, #HSK
For other VC tokens, although they are not popular at all, I still hold on to a few that I am optimistic about and will continue to monitor those that haven’t issued tokens.
$gps: A safe track, I personally think it has scarcity. Goplus has performed well since TGE, and during yesterday's major sell-off, it didn’t drop much. Besides on-chain, I don’t have many projects I’m monitoring, and Goplus is one of them.
$plume: rwafi, a long-term narrative, hasn't had TGE yet, but it should be soon; Bybit announced the listing announcement.
Sahara: AI infrastructure, the second phase of testing is about to start, hasn’t had TGE yet, no mainnet.
All these things are not immutable; I need to watch the hotspots. Where the hotspots are, there is money, and where there is money, there are retail investors. By the way, recently, it’s better to avoid rushing in. Many people are looking for other hotspots to chase after being left out, but most will end up at zero.