Every pullback is an opportunity to get on board, so what should we look at this time? Is it the meme sector that relies on imagination with little narrative, or the hot AI, or the RWA that is in line with the development of the times, which is heavily invested by BlackRock?

Memecoin investment boom explained

Core attraction: high odds
Memecoin is favored in this round of investment, and the key is its relatively high odds. Retail investors are squeezed by the rising valuation of the primary market of the crypto industry, but it is easier to obtain early chips in Memecoin, reducing the price disadvantage.

Unlimited valuation, rich imagination
Most Memecoins have no core business, and their valuations are entirely based on market imagination, providing investors with a broad space for imagination.

The consensus threshold is low and hot spots can be captured quickly
Memecoin is easy to understand, does not require deep fundamental knowledge, and is easy to form a broad consensus. At the same time, it can quickly capture real hot spots and continue to attract funds and attention.

Risk Warning
However, the supply of Memecoin tokens is huge and volatile, and high returns come with high risks, so investors need to be cautious.

Selected stocks to watch

Blue Chip:

  • $PEPE: Highly recognizable on social media, strong pull and cultural consensus, market value of approximately US$5.3 billion, high odds and market acceptance.

  • $WIF: The representative of Solana ecosystem, its image of wearing a hat is deeply rooted in people’s hearts. It often rebounds strongly after a decline, making it an ideal choice for bargain hunting.

Small and medium-sized market capitalization potential stocks:

  • $DOG: The leader in the rune track, it is expected to explode with the rise of BTC, and the rise will be driven by the new asset label and the expectation of unlanded exchanges.

  • **BOME∗∗: It has risen rapidly in the short term. Although its market value is one-tenth of PEPE, it has a solid cultural foundation and has not yet started a secondary market, so it has great potential for explosive growth.



Riding the AI ​​wave

3.1 Track Background and Core Logic

ChatGPT triggered the AI ​​craze and marked the profound impact of the "Fourth Industrial Revolution". AI not only reshapes the digital economy, but also drives a surge in hardware demand, significantly affecting the encryption industry. As AI penetration increases, computing power bottlenecks become more prominent, and computing power giants such as Nvidia take advantage of the trend to increase prices. The encryption industry, as an important consumer of computing power, has now transformed into a new demander of idle AI computing power. The characteristics of the encryption industry provide solutions to digital economic disputes caused by AI activities, coordinating the interests of software and hardware. The rise of AI has pointed out a new direction for the encryption field. The AI/DePIN track has emerged as the times require, the binding will deepen, and technological innovation will work together to promote the common prosperity of the two.

3.2 Focus on the target

The Crypto x AI project is deeply integrated into the entire AI chain, focusing on three dimensions: computing power supply, algorithm innovation, and AI economy:

3.2.1 Computing power supply

  • Arweave/AO: Arweave, the long-established storage leader, is known for its ecological advantages and high cost performance. It launched AO to enter distributed computing, collaborates with storage resources to reduce costs, has huge market potential, and AO tokens are highly sought after.

  • io.net: A new popular project on Binance, it creates a decentralized GPU network, integrates massive resources, provides efficient and low-cost computing services, and leads a new trend in cloud computing.

3.2.2 Algorithm

  • Bittensor: A global machine learning model collaboration network that integrates the advantages of multiple models through a decentralized architecture to improve problem-solving efficiency and accuracy. Its scalable ecosystem supports 32 subnets, and its market value is stable, making it a preferred target for algorithm innovation.

3.2.3 AI Economy

  • BUT: ASI is formed by the strong combination of three major projects. Although the merger announcement did not detail the new business, the team strength and project foundation are solid. Fetch.ai, Ocean Protocol, and SingularityNET each show their strengths. ASI is expected to become a leader in the Crypto x AI field and capture external growth opportunities.

    RWA: The only way for large-scale application of blockchain

    4.1 Track Background and Core Logic

    RWA, as a bridge between blockchain and the real world, is not only the only way for the large-scale application of blockchain technology, but also injects much-needed funds and liquidity into the crypto and real markets in the short term. By tokenizing real assets with insufficient liquidity and introducing them into the crypto market, RWA not only provides value support and additional funds to the market, but also enhances investment returns through interest-bearing assets. At the same time, it opens up a new liquidation path for traditional assets and leads the industry to change. The inflow of funds into BTC ETF is a direct reflection of the strong interest of non-industry capital in the crypto market, indicating that the RWA track will usher in explosive growth after the emergence of iconic cases.

    4.2 Focus on the target

    4.2.1 Ondo Finance
    Ondo Finance, as a decentralized financial pioneer in the RWA field, uses blockchain technology to build a transparent and efficient investment platform for institutional investors and provides diversified RWA products. With the continuous expansion of the RWA market, Ondo Finance is expected to attract more institutional investors with its first-mover advantage and excellent platform performance, and jointly promote the maturity and development of the market.

    4.2.2 Swarm Markets
    Swarm Markets is a blockchain solution provider for the digitization and trading of traditional finance, dedicated to encrypting physical assets and creating a legal trading environment. As the world's first DeFi platform licensed by BaFin, Swarm Markets has taken the lead in the wave of tokenization of traditional financial assets with its compliance and diversified trading platform design. Its innovative solutions will attract more investors' attention and further promote market growth.

    05Social: User growth potential and ecological cultivation

    5.1 Track Background and Core Logic

    In the Web2 and Web3 era, social networking has always occupied a core position. It is not only the key to attracting and retaining new users, but also an important means to promote the growth of services and applications and improve user stickiness. Currently, the Web3 industry is facing the challenges of low user penetration, insufficient retention and stickiness, and social networking is the key to solving these problems. With the increasing maturity of related technologies and infrastructure, the social track is expected to usher in unprecedented development opportunities and give birth to phenomenal applications.

    5.2 Focus on Target

    5.2.1 TON and its ecological projects
    TON, as a public chain officially supported by social giant Telegram, has a base of 900 million monthly active users and is reshaping the Web2 business model with a unique narrative. With no user migration costs and the continuous emergence of high-traffic projects in the ecosystem, TON is expected to stimulate user vitality and cultivate a prosperous ecosystem in the future.

    5.2.2 Firecaster
    Farcaster, as a time-tested decentralized social network protocol, has attracted the favor of many client and application developers with its powerful technical support and flexible social connection functions. Since this year, Farcaster has made significant progress in many aspects and has gradually established its leading position in the social field.

    5.2.3 UXLINK
    UXLINK, a social dApp based on the Telegram platform, has shown strong potential for user growth with its excellent performance in user data. Especially in the second half of the bull market, UXLINK is expected to usher in an explosive growth in the number of users and become a dark horse in the social track.


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