In tonight’s space, many people are interested in Shanzhai. First of all, it’s not time to buy Shanzhai yet, but I’d like to share my favorite sectors.

1. New L1L2, arb.op.sui.apt and defi on it, the current market value is about 1 billion u, the peak of the bull market is over 50 billion, tvl is more than 150 billion, refer to the last round of ada, eth

2. The platform currency bgb.bit has a current market value of 600 million, and the peak of the bull market exceeded 10 billion.

Reason: Public chain/rigid demand defi and platform currency are the only profitable projects that can survive in the bear market. Hundred-fold coins have not been absent in every bull market.

3. AI sector

Most of the current market capitalization is less than 200 million, and the peak of the bull market is 5-10 billion.

Reason: This is a sector that is unique to this bull market cycle and has a grand narrative.

They all refer to the circulating market capitalization. In addition, don’t simply understand how many times it can be multiplied by one division. You must also consider the growth of the currency’s circulation in 2025.