Let’s discuss a few promising and unpromising directions for the second half of the year～

1. Promising forecast markets, AI oracles + permissionless forecasting products = a new form of AI-driven casino, matching gamblers and money laundering needs.

2. Promising the Moand ecosystem, where the top founders taking the wildest paths can break the deadlock.

3. Promising new versions of economic models, more complex and more random, e.g., more airdrop allocations paired with task unlocks.

4. Promising permissionless, stable DeFi/RWA yield layers.

1. Not optimistic about meme coins backed by market makers; they disappear faster than you can clock out.

2. Not optimistic about reinventing the wheel in ways that don’t align with the chain's fundamentals, such as creating RWA on BSC or Dex on Sui.

3. Not optimistic about AI workflows and Multi AI in crypto; the pace of change is too fast to keep up, taking one step doesn’t guarantee success, and the demands on team capabilities are too high.

Finally, the quality requirements for projects have lowered; as long as they pass muster, that’s enough. However, the expectations for project teams' financial backing are higher. Without market makers creating opening prices, retail investors flocking in, perhaps we are truly competing on whose product is actually used, and there is a reasonable connection between products and tokens～