I have met two groups of friends in China in the past two weeks, Everyone is suffering a lot on Meme. The speed of Meme P on the chain, I can't keep up at all. For ordinary players, Scan the tweet and then buy, Nine out of ten are often lost. Meme still has a chance, But it's not the stage where you can make money even with your eyes closed anymore. ———————————— My increasingly obvious feeling lately is: After a person has accumulated a certain amount of funds, The way of thinking will really start to change. When there were only 100000 or 200000 before, What I'm thinking about is how to increase the principal. So Meme, hot topics, narrative, Study whatever rises quickly. But after losing a few times, What I initially thought was: How to make the money that has already been earned less likely to be lost again? So now for me, The importance of configuration is beginning to surpass betting. I am currently playing Crypto, There are fewer and fewer instances of constantly rushing Meme on the chain, But instead, we started to focus more on the second level, Find something that can be taken and configured. So here comes the question...: In the new cycle, which track can undertake the next stage of funding? Besides AI, what I am more optimistic about now is DeFi&RWA. '' In fact, during this stage of Meme, The shadow of RWA has already begun to appear. The cryptocurrency market Meme is a clear example. Funds start from pure emotions, Slowly search for real assets, real funds, and financial infrastructure. ———————————— So recently, I have also started referring to Monkey Brother and Wizard Brother @ Cryptowushi, Let's take a look at DeFi again. The wizard brother tweeted earlier this month that he had bought FF, I also went to see Falcon Finance at that time. But at that time, I, A Meme is currently trending towards near zero on the chain. Looking back now, FF has risen nearly threefold from its bottom over a month ago. And the Meme I was washing at that time... made me want to cry. Sometimes I really feel that, The market is not without opportunities, Just my own attention, Always being sucked away by things that 'look like they can get rich suddenly'. ———————————— After nearly three times, re watching FF, I actually think it's necessary to add FF to the selection. It's not FOMO, but a re examination and discovery *Falcon is no longer just a logic of USDf returns. Now there are fUSD, GPU RWA, and Falcon Card. Especially for fUSD, it is following the compliant digital dollar line. In the new cycle, I feel that the probability is still: Meme+DeFi&RWA+Mainstream Coin Rotation Performance. Falcon, who is both continuously producing products and performing at the right time, is really good at pulling sales. I think this can be prioritized for selection. Plus tonight's CLARITY Act procedural vote, If it progresses smoothly, The line of compliant encrypted financial infrastructure, Maybe it will heat up again. For FF, and even the DEFI&RWA camp, it is a catalyst worth paying attention to. So my attitude towards FF now is very simple: Join the self selection list and wait for a suitable opportunity to start regular investment and add positions. I believe there will still be a chance to get in the car, Just like many people are still waiting for BTC to make another pullback.