jakiro
Author: Pima, ContinueCapital Source: X,@Leepima
After each plunge, the new and old alternate iron curtain falls. At the same time, it is the opening of other projects, “The young people here are all Chinese chapters”. What we have to do is to take the investment seriously and carefully, and carefully select it.
In fact, each rhythm is the same, but the protagonist is replaced: some projects basically end the bull market journey before 519 years. The subsequent time is only used to return to the front high.BNB/DOT/MATIC, etc.
After 519, some projects are still as fierce as a teenager. They have taken a long wave. It is 5-10X before 519. It was not until December 21st.From the perspective of personal perspectives, what are you observing?
1/ $ SOL and its ecology, there are nothing to say, and always call people who do not wake up.
2/ $ SAGA and its ecology, modular L1, comes with ecological BUFF, the import customer base still faces challenges, and see when the critical point arrives.
3/ sui and its ecology, technology is beyond doubt. MOVE Double Stars and other L1 faces severe difficulties in importing customer bases. Long-term DAU 2-5W, compared with SOL/ BNB, is increasingly different from 1 million, new things, new thingsNew brands are far less attractive to ordinary users.Don’t live on Twitter and live on the fund’s fundamentals. Sometimes you feel so hot and hot, mayWhat about home.
4/ CLOB is thin.AMM’s mission has been completed. High -expansion L1 needs better adaptability DEX, and the competition is also large. UNI’s V5 seems to be thin; Drift/Hyperliquid/RabbitX will come out?Is there a chance for double -generation PURR?
5/ SocialFi does it look like?What kind of encrypted native experience does $ Friend /Fantasy /Distribise?How to expand the scale and retention is that SocialFi needs to be further discussed.
6/ Will the new AI project have a chance?When does it generate positive revenue?$ NMT $ DEAI $ NoS We have seen the harsh and discerning of the US stocks on AI’s performance, and at the same time, it will also give great rewards for real performance. The currency circle AI will also have revenue. The question is how to expand the scale and establish a moat.
7/ RWA is indeed one of the PMF roads. It must be righteous when beating. How to screen it without knowing it too much, you need to be a group force $ MKR $ RIO.
8/ Meme. You think that the MEME you bought is rising all the way, but it is actually bumpy. What you see is the result and ignore the torture of the holding process (the grinding $ Stan/ $ Monk/ $ giga).Recently, in the process of seeing the Elvis Genome, the community cat represented the dispute between the $ POPCAT/ $ Michi and VC cats. At present, the pure community MEME is victorious, and the anti -VC wind blows to Meme.
