$SOL If this round of the bull market continues, the AI sector may become the core driving force of the second round of the market. It is recommended to focus on three major subfields: AI agent protocol layer tokens, hybrid assets combining meme attributes with AI technology implementation, and mainstream public chain leaders supported by computing infrastructure.

Potential target selection logic:

1. Technical innovation dimension: Prioritize projects that achieve breakthroughs in core algorithms (e.g., SUI's asynchronous parallel processing architecture, theoretical TPS can reach over 50,000)

2. Ecological construction indicators: Focus on developer activity (DAU on the SOL chain increased by 47% month-over-month) and TVL scale (BNB Chain daily active addresses exceeded 6 million)

3. Depth of capital accumulation: Monitor the sustainability of large fund inflows (BNB spot ETF filing documents reveal institutional allocation demand exceeds $1.2 billion)

Risk hedging suggestions: $SUI leave 167☝️🛻

• Volatility management: Set a dynamic take profit and stop loss line of 8%-12%

• Sector rotation warning: Pay attention to market sentiment turning points when the market capitalization ratio of the CoinGecko AI sector exceeds 15%

• Policy tracking: Focus on monitoring the SEC's progress on the classification of AI tokens as securities.

Mainstream public chain value reassessment:

SOL (Solana) current PE (circulating market value/on-chain income) has fallen to 18x, below the historical average of 24x, indicating room for valuation recovery. BNB, as the core token of the Layer1+DeFi ecosystem, may have its price discovery mechanism catalyzed by spot ETF expectations.

Operational strategy: $BNB

It is recommended to adopt a "core + satellite" allocation:

• Core position (60%): Build positions in SUI/SOL in three batches (price retracement to the 30-day moving average)

• Satellite position (30%): Allocate AI + MEME composite tokens

• Liquidity management: Retain 10% of the position for sector rotation arbitrage

The allocation ratio should not exceed 20% of total assets and should focus on dynamically adjusting based on real-time market sentiment indicators (such as the Alternative.me Fear & Greed Index). Pay attention to changes in the VIX fear index and Bitcoin funding rates. #加密市场反弹 #特朗普就职百日