Elom新
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Yesterday's evaluation of projects that rebounded sharply, let's see if any of them are in your holdings?
Public Chain Sector
HYPE has a lot of black material, pseudo-decentralization, high risk❌ Not worth watching
HBAR technology is mediocre, TVL is underwhelming, lacks ecosystem❌ Not worth watching,
SUI has a dark history, but TVL is rising against the trend, surpassing APT✅ Worth keeping an eye on
SEI is in the parallel computing track, has novelty, TVL is increasing✅ Follow after unlocking
ALGO lacks novelty, is an old project, has no ecosystem❌ Can be ignored
ADA is progressing slowly, purely relying on market manipulation⚠️ Can be used for short-term emotional trading
STXBTC is the only second layer that has come out, has potential✅ Key to track
KASDAG's narrative is dead, lacks everything❌ Not touching
AVAX technology is okay, but popularity is declining⚠️ Just observe VET is sentiment-driven + domestic old project, lacks substance❌ Not recommended to touch
TIA's modular narrative has substance, but unlocking pressure is high✅ Consider entering after unlocking
Summary Suggestions: SUI, SEI, STX, TIA are worth focusing on, with certain independent market capabilities. ADA can be used for emotional trading, while the others are basically noise.
DeFi Sector (focusing on TVL and usage rate)
MKRRWA concept is continuously advancing, has a long history, with fundamentals✅ Must pay attention
ENA is a new player in stablecoins, has good pressure resistance✅ Mainly observe, look for opportunities to enter
AAVE is the leading lending platform, has a solid foundation, strong recovery✅ Long-term allocation is a first choice
Summary Suggestions: AAVE is a big brother level, must-watch. MKR's narrative has new momentum, ENA can be followed for Beta positions, the three have their own roles and good complementarity.
Platform Coins: KCS relies on platform performance, currently lacks strong momentum⚠️ Wait to decide based on platform actions
BGB has shown strong performance recently, need to pay attention to the platform's future strategies✅ Can be low-key to gamble for a wave
Summary Suggestions: BGB is indeed strong, but platform coins depend on whether the platform can maintain activity. Right now, it's about watching the platform's rhythm, and the coin price will follow.
Application / Infrastructure
TAO's AI narrative is hot, grounded in reality, has potential✅ Key focus
Render is the leader in decentralized rendering, very practical✅ Long-term focus
HNT is an old DePIN, has lost its luster ❌ Can be ignored
Summary Suggestions: TAO and Render are new-generation projects with solid application support, possessing both a story and fundamentals.
✅ Priority Summary
SUI / SEI / STX: Potential stocks in public chains with new narratives
MKR / AAVE / ENA: Each has highlights in DeFi, allocation combinations are feasible
TAO / Render: Strong narratives in Depin and AI, with explosive potential in the future
BGB: Short-term gambling opportunities, has trading attributes.
Public Chain Sector
HYPE has a lot of black material, pseudo-decentralization, high risk❌ Not worth watching
HBAR technology is mediocre, TVL is underwhelming, lacks ecosystem❌ Not worth watching,
SUI has a dark history, but TVL is rising against the trend, surpassing APT✅ Worth keeping an eye on
SEI is in the parallel computing track, has novelty, TVL is increasing✅ Follow after unlocking
ALGO lacks novelty, is an old project, has no ecosystem❌ Can be ignored
ADA is progressing slowly, purely relying on market manipulation⚠️ Can be used for short-term emotional trading
STXBTC is the only second layer that has come out, has potential✅ Key to track
KASDAG's narrative is dead, lacks everything❌ Not touching
AVAX technology is okay, but popularity is declining⚠️ Just observe VET is sentiment-driven + domestic old project, lacks substance❌ Not recommended to touch
TIA's modular narrative has substance, but unlocking pressure is high✅ Consider entering after unlocking
Summary Suggestions: SUI, SEI, STX, TIA are worth focusing on, with certain independent market capabilities. ADA can be used for emotional trading, while the others are basically noise.
DeFi Sector (focusing on TVL and usage rate)
MKRRWA concept is continuously advancing, has a long history, with fundamentals✅ Must pay attention
ENA is a new player in stablecoins, has good pressure resistance✅ Mainly observe, look for opportunities to enter
AAVE is the leading lending platform, has a solid foundation, strong recovery✅ Long-term allocation is a first choice
Summary Suggestions: AAVE is a big brother level, must-watch. MKR's narrative has new momentum, ENA can be followed for Beta positions, the three have their own roles and good complementarity.
Platform Coins: KCS relies on platform performance, currently lacks strong momentum⚠️ Wait to decide based on platform actions
BGB has shown strong performance recently, need to pay attention to the platform's future strategies✅ Can be low-key to gamble for a wave
Summary Suggestions: BGB is indeed strong, but platform coins depend on whether the platform can maintain activity. Right now, it's about watching the platform's rhythm, and the coin price will follow.
Application / Infrastructure
TAO's AI narrative is hot, grounded in reality, has potential✅ Key focus
Render is the leader in decentralized rendering, very practical✅ Long-term focus
HNT is an old DePIN, has lost its luster ❌ Can be ignored
Summary Suggestions: TAO and Render are new-generation projects with solid application support, possessing both a story and fundamentals.
✅ Priority Summary
SUI / SEI / STX: Potential stocks in public chains with new narratives
MKR / AAVE / ENA: Each has highlights in DeFi, allocation combinations are feasible
TAO / Render: Strong narratives in Depin and AI, with explosive potential in the future
BGB: Short-term gambling opportunities, has trading attributes.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.