jakiro
Author: Snuper Snaping Source:Substack
In this article, I personally summarize the tokens I personally prepared for the layout according to the narrate & amp; calyst, and speculate on the hype, but do not fall in love with the project ~
From the perspective of the overall market, I don’t think Fomo rushed in now.You can wait for a callback, or now you can get a backset and slowly add positions.
1/ AI
AI narrative is also the narrative that everyone has talked the most in the past two days.The main reason is that there are several clear catalysts in AI narrative:
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May 22nd NVIDIA EARNINGS;
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On June 10th, Apple WWDC 2024 also released some additional content related to AI;
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ChatGPT 5 may be released this summer, and the GPT version of search engine is coming;
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May 14th Google I/O Conference
In essence, this is a attention.That is, the incident is expected to produce market attention, and market attention promotes rising prices.
There are many AI projects in the currency circle, and it is a knowledge.Generally, I prefer some coins that have obtained market recognition+CEXS List.For example, $ FET and $ TAO.
Although the market value is large, the pledge rate is quite high, and the circulation is small.
And $ FET is starting to merge with $ Ocean & amp; $ Agix.On May 3rd, FETCH.AI has cast 1,477,549,566 additional tokens to prepare for the next conversion.
Between $ TAO and $ FET, I chose $ FET.In fact, $ TAO is also pretty good hahaha, but my personal funds are limited, so I do the subtraction first.
If you like computing projects, you can look at $ RNDR and $ AKT
The other is the AI agent, which is $ Olas.However, $ Olas is my long -term position, so I hold it first.After making money on other currency, I will add some positions.The target of another AI agent is $ Prime, and I had a clearance at 24-26.$ Prime’s expectations should be in the second half or 25 years, and the layout should not be so anxious.
In addition, some small opportunities can be paid attention to, such as the Uprock of the second phase of Launchpad.
In addition, there are some interactive projects. I personally think that the profit margin is not high, because there are many places of people.
Of course, there are many AI projects, and I also have a lot of projects that are not concerned.The logic of a Avenue to simple is whether the market is willing to pay for the corresponding AI project (market attention).
2/ meme
In Meme, I wo n’t be much BB in the chain, looking for gold in shit.I probably only do $ wif and $ PEPE (do not deny $ BOME $ Bonk $ Floki and other memecoin is also a good speculation).$ PEPE is my long -term position. $ WIF I like to do bands.Each time the BTC call back the market, buy/add positions when the emotions are low, and the emotions are sold when the emotions come back.Such operations are only suitable for bull markets.I think both $ wif and $ PEPE have the opportunity to become a $ SHIB level Meme in this cycle.
3/ solana
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You can take a look at the point of PIMA.I added that $ Jup is not just DEX, it is trying to become the front end of the entire Solana ecosystem.Let’s take a look at what Jupiter is doing now:
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DEX aggregation: launched Metropolis Part 1 and launched a new T0 API, allowing users to query the market with the maximum liquidity on the chain for direct exchange.Also launched
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PERP DEX;
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Launchpad;
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Acquisition Ultimate Wallet and its mobile team to promote the Jupiter Mobile program;
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Jito Bundles (tip function, protect users from MEV attacks);
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Lst Jupsol;
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Meme: wen, wen is doing things related to NFT and SOL pledge;
The Jupiter team is quite large, so I think $ Jup is Solana’s largest beta.And $ wen will be the beta of $ Jup.
The value of $ JTO lies in LSD and MEV, as mentioned by Teacher Pima, solana ecological fire is good for Jito.
In addition, Sanctum, the second phase of the Jupiter project, is worth paying attention to, saving SOL scores, welcome to use my link: https://sanc.tm/w? Ref = 8VZMS1 $ pyth is about to unlock 1.19B of dollars, so I amNot very optimistic.As for $ TSNR and $ W, I won’t watch it.At present, neither of which is a lot of catalysts, and there are many claims.
Still, do subtraction.
In addition, there are many things on Solana, including DEPIN (IO.NET), and BTC (BRC20, Runes) cross -chain bridge ($ Zeus), RWA, etc., are more fun concepts, I will not update them one by oneIf there is a new position, I will update it.
4/ basechain
From my logic (market attention), there are two things that can arouse market attention. One thing has happened: Friend Tech issue coins.Another thing is still on the road: Coinbase Smart Wallet is officially launched.
There are nothing more than a good label on the base.
The biggest position in my position is $ Degen.Others are basically Memecoin.
I think BaseChain will definitely be the land of SocialFi.Including Friend Tech (Friend Tech’s airdrop, I did not sell it, and took a small part of the LP. There were already many people discussed about the Friend Tech push, and I would not repeat it) and FarCaster. These SocialFi will definitely be on CoinBase and BaseChainThere is a very good development.In the community, I see that everyone’s point of view of Degen is that he no longer thinks of Degen as a Meme, but instead treats it as a layer3.
My point is: I think the biggest attribute of $ Degen is still MEME.My judgment on it was mainly from the name and birthplace.
5/ eth
ETH is still optimistic.I think the probability of ETF in May is not too much, but August is a chance.From the perspective of GCR, he feels that ETH ETF may be at the end of 24 or 25 years.
$ PENDLE I still hold it, I didn’t sell any one in the last FUD.From a more macro perspective, after the end of Eigenlayer, the airdrop/points will still be a means to obtain the user/TVL or the cold startup.Therefore, the core value of Pendle still exists.And PENDLE V3 is also on the road, the core word of V3 is “Intent”.
Buying in FUD may be a better choice.
The fundamentals of $ LDO are very good. Unfortunately, it is not a spring that is not valuable.But I personally think that $ LDO is actually the Beta of Ethereum, and $ PEPE is Alpha.
$ ETC is about to be reduced, which is also worthy of attention.
In addition, $ Mode can pay more attention.
6/ Bellaide
Bellaide’s layout of Crypto is also a thing that can easily attract market attention.What it is mainly doing is ETF and RWA (there are some infrastructure).The BTC ETF has passed, and the mainstream target of RWA is $ ONDO.
I think it is not a good choice to observe the layout of Berlaide and follow the layout of Berlaide.
7/ European Cup+Summer Olympics
Similar to the previous hype of the World Cup, the Summer Olympic Games and the European Cup have similar hype expectations.Like AI narrative, this hype was caused by large -scale external events.
Finally, let’s talk about the game: I am optimistic, but I don’t know when the wind will blow to the game sector.I think I can focus on the game with enough players.
On the whole, “Sell in May and Go Away” is a very mainstream operation, but I don’t think there will be a big wave of declines in May without a large -scale negative incident.Take the method (referring to BTC), the cultivation period.Some cottage coins in narrative will have some opportunities.
