The main narrative and operational details of "2+4".
"2": Refers to the main narrative of the Bitcoin ecosystem and Ai as the operating mainline. Looking at the external investment market, the former is the digital gold of a turbulent period and an important reservoir for the US dollar, while the latter is an important pillar for continuing the US technological revolution, marking a shift in the US dollar narrative from gold-oil-technology (computing power). In the next stage, it seems that Ai's continuation is inseparable from Bitcoin, and Bitcoin and computing power are closely related. These two sectors are the epitome of bubbles. If there is a major drop on the left side, buying in would be a good choice. The positive premium effect of these two sectors will be very obvious.
The three main sectors of the Bitcoin ecosystem are tokens (BRC 20) or upcoming runes, BTC L2, and some Bitcoin-related ecological tokens. a. Tokens: The first one we definitely consider is ORDI, and recently MUBI has also been very active, with an average trading volume maintaining over 50% of market value. b. BTC L2: There are not many projects coming out, and the star project newly listed, MERL, is basically in a wait-and-see period. There are also some transformations of old Bitcoin-related tokens, such as STX. c. Bitcoin-related tokens: There are quite a few old tokens here, such as QTUM, REN, and others. As for new tokens, there was the very hot CORE some time ago, and recently new projects like ZETA.
The Ai ecosystem is mainly divided into three categories: artificial intelligence (not further subdivided here), big data, and some old projects that have transformed into Ai public chains, such as NEAR, AR, and THETA. If you search by category on coingecko, sometimes some of depin's projects will also be included, but in fact, depin is quite close to Ai, one is more about computing power, and the other is more about applications.
Both of these sectors are suitable for chasing rises and buying in during major drops. For example, when Bitcoin is halved or experiences a major drop and then stabilizes on the right side, if it's just a small drop, it's better to look for new tokens to chase rises and make quick profits.
"4": Refers to the four major traffic sectors of depin, rwa, gamefi, and meme. For the next two market trends, the four sectors worth holding long-term are Gamefi, followed by RWA, and finally Depin and Meme sectors.
Gamefi mainly refers to blockchain games, including game organizations and the metaverse. The main categories are these three: blockchain games, and the metaverse. The concentrated financing year for Gamefi projects was 2021, when blockchain games and the metaverse were very hot, attracting a lot of financing and giving birth to star game investment institutions like animoca brands. Two years of washing out is enough for a new track, such as the outstanding performance of YGG.
d. Blockchain games are more about the transition from play-to-earn to play and earn, like AXS transitioning from GALA, from a single game to a game platform and game ecosystem. Many game platforms are also developing their own game chains and creating their own in-app defi products, such as Gala chain. In addition, there are some new blockchain games, such as pixels, sidus, and tlm. Traditional blockchain game projects, like AXS, will eventually transition, and those like Gala that have made early comprehensive planning are not many.
e. Game organizations mainly refer to YGG, a project from Vietnam, which focuses on gaming, project investment, and incubation as the main sources of income.
f. The metaverse mainly focuses on projects with virtual asset ownership in the virtual world, such as SAND, and also includes ALICE and MANA.
RWA is a new concept that became popular last year, referring to real-world assets, mainly bringing investment products similar to government bonds into the Web3 world. It is more like a proactive target chosen during an economic downturn. The hottest targets are ONDO and PENDLE, as well as previously recommended MKR and RSR.
In terms of potential, RSR is not bad. As for ONDO, although it has the support of big players, only about 14% has been released so far, and it's uncertain how far it can fall. PENDLE has increased nearly 200 times from its historical low to the present, and almost all tokens are in circulation, making it a typical potential token. Considering the theme and token circulation, RSR and MKR have relatively greater potential.
The Meme sector mainly refers to dog tokens, and in addition to the tokens in the Bitcoin ecosystem, they can also be classified into the MEME category. The basic operation is short and quick. The leader of the MEME track is the dog token DOGE, and this sector is more suitable for new investments, leaning towards a gambling nature.
Depin mainly refers to decentralized physical infrastructure. My understanding is somewhat one-sided, mainly leveraging the name of Ai computing power to mine hardware. Typical projects include FIL, HNT, and similar rendering projects like RNDR. Most of these projects have seen significant increases, so it's better to choose new tokens or wait for a major drop before buying in.
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