Recently, there has been a clear signal: more and more people are coming to me asking what else to do besides the cryptocurrency industry. To be honest, every time this emotion arises, I have a premonition that something new is about to happen. Sure enough, in the past 24 hours, Solana has had a market value of $100 million on its celebrity coin AliExpress. I think this is not just another meme, but a signal that the entire cryptocurrency industry may be entering a turning point of 'turning the tide'. There is a big logic behind it - the market expectation of the entire AI narrative has reached the top of FOMO. Next, it is highly likely that we will not continue to rise, but enter a high-level sideways trend. Almost everyone is judging that there may be a wave of collapse in the next 6-12 months. I dare not draw a conclusion on whether AI will collapse or not. But let me express my personal feeling: if new directions such as embodied intelligence and VR/AR do not have large-scale investment to consume, there is a high probability of a significant pullback. Of course, the pullback itself is also an opportunity - this period is precisely the window for "low-level chip buying". After being a bear in the cryptocurrency industry for so long, my personal judgment is that a new opportunity will definitely come. I focus on three directions: Solana: Still has the strongest ability to play games The Sol team really knows how to create resonance between the main coin and on chain assets. However, it should be noted that the previous memes and this wave of celebrity coins are only "starting points". In the environment of artificial cows, relying solely on celebrity coins cannot sustain it, and a new paradigm must be developed. Just like the previous wave of AI agents (such as AI16Z) were the real places to handle emotions. So the core focus of Sol is actually whether it can grow truly technological assets, which is worth keeping an eye on. 2 BSC: 100% will not be content with loneliness Binance supports on chain transactions, but they definitely don't like pure meme coins. What they truly crave is a project that can undertake or even break Web2 traffic. BSC's preference for C-end traffic projects is evident on their face. So my preferred possibility is: some AI/new technology combined products that can run high traffic on the C-end, bringing incremental users into Web3- this may be a relatively large opportunity on the chain. (Even new opportunities for VC coins) Base: Without a doubt, only looking at AI The story of Base is AI. What we need to focus on is whether there is a new AI technology or its derivatives that truly emerge on the Base chain. This is something that must appear on this chain. But to be honest, these three directions are opportunities that everyone can understand. Being able to understand often means limited multiples. The true high magnification is never in consensus. It lies in whether our industry can grow a brand new asset and technological paradigm similar to the "inscription" of the past. So I always maintain absolute sensitivity to all emerging assets and new paradigms. Because the thing that can truly reproduce the wealth effect of inscriptions back then must have emerged from places that most people still cannot understand. This is what we should put the most effort into paying attention to. PS: Remember to buy BTC worth 50000 yuan