Summarized some of the major discussions from yesterday's feedback

First, let's talk about public chains:

HYPE: Decentralized exchange, but currently there are a lot of black materials, not truly decentralized.

HBAR: The technology is average, nothing remarkable, and the TVL is also disappointing, with no star projects.

SUI: A new public chain dark horse, TVL has surpassed APT, although it faced early IEO controversies, the trend is promising, worth monitoring.

SEI: A new parallel computing chain, TVL was once strong, but be cautious before 90% is unlocked.

STX: The only layer-two option for Bitcoin that can compete, although the ecosystem is weak, it has a leading position.

TIA: A new narrative of modularity, the unlocking potential is significant, wait until 80% is released to reassess.

AVAX/ADA: Old-school technology, slow development, purely relying on community faith, not a long-term choice.

ALGO/KAS/VET: Outdated projects, lacking both ecosystem and innovation, can be ignored.

Now, let's look at DeFi:

MKR: Transitioning to RWA, solid foundation with DAI, a long-established player.

AAVE: Leading in lending, dominant in TVL, a safe bet.

ENA: A new promising dark horse, TVL is resilient but unlocking is imminent, can be followed for the short term.

Platform tokens:

BGB: This round saw significant growth, but platform tokens depend on the exchange's future empowerment, be cautious of any sell-offs.

KCS: A platform token, average performance, lacks explosive points.

Application tokens:

TAO: Leader in the AI sector, integrating with Z+L, worth tracking closely.

RNDR: DePIN + cloud rendering is a necessity, highly practical, optimistic for the long term.

HNT: An old player in DePIN, currently stagnant, to be avoided.