Let's talk about this year's cryptocurrency market from the perspective of trends

Why discuss trends?

Because trends = what the money in the market is paying for

1. The explosion of compliance + stablecoin concepts

A typical representative is the recent $HSK

Outside the circle are stablecoin concept stocks

Opportunities in this area

I think we should pay attention to chains that are strongly related to compliance and the U.S., such as Sol, Base, and Sei

Keep an eye on the Trump family and institutions like Circle and their holdings

Also, we need to quickly open a U.S. and Hong Kong stock account; this time they are using stablecoins from the crypto world to speculate, who knows what they will use next time to speculate, money is being taken away every day

2. The continuous heating up of SocialFi

Typical representatives @KaitoAI @Sidekick_Labs

This year, a typical opportunity to make money is to talk about Kaito, especially to rank higher and grab some project airdrops, such as the recent Newton where individuals made over a thousand to tens of thousands of U.S. dollars in income, which is extremely high

You can also notice that there are a lot more bots and replies on Twitter, all competing in this track

Some people say Kaito belongs to AiPayFi, but I think this classification is a bit strange; I don't quite understand it. This statement is like KOLs, users, and platforms all playing their own games

In my view, these are still SocialFi

For example, Kaito is like a public review platform, and Sidekick is like Douyu live streaming; essentially, it is KOLs outputting content and users interacting with the content, fundamentally enhancing social attributes

Opportunities in this area

Kaito's projects that haven't been launched yet

Sidekick as a streamer, becoming the top in the rankings, waiting for airdrop expectations

3. The cooling down of AI concepts

There are very few AI-related coins that perform well; many have been stagnant from start to finish

On the other hand, the reality is that the application of AI in the cryptocurrency space is becoming increasingly widespread, such as chain scanning bots, reporting bots, and group chat bots improving significantly, and address labeling becoming better; AI on Twitter is getting harder to distinguish

However, very few AI-related tokens have performed well. This is, of course, partly related to the liquidity of altcoins deteriorating, but essentially many AI-related tokens have unclear concepts and no practical uses; they look like shells that even dogs would disdain

There is no longer that stunning feeling from last year; over time, attention will genuinely shift

This has also led to those who short this year continuously making money, and those holding AI concepts are quite miserable

But AI will not disappear, as the AI field itself is continuously developing in reality, so we will use AI tools while waiting to see if there are any epoch-making products that ignite the market

4. The cooling down of Memecoin

This year, besides $TRUMP, I couldn't think of any new memecoins; indeed, after TRUMP, a large batch of people who made enough money took a break, and liquidity has been halved and halved again

Leaving too many small retail investors who are still hungry to compete with each other

When will liquidity be super abundant? Perhaps we have to wait for the big players to spend their money and come back to start again

The meme field has never disappeared; it often lies dormant and then suddenly comes back with a big wave; it has always been like this

Continue to maintain sensitivity to memes