Cryptocurrency asset organization for a clearer understanding of project distribution and potential impact:
1. Categorized Projects
• Decentralized Finance (DeFi): CRV
• Core track, focusing on liquidity pools, an important DeFi infrastructure.
• Lending Protocol: AAVE
• Leader in the lending market, with high security and strong ecosystem support.
• Oracle: LINK
• Core provider of on-chain data, a key bridge for DeFi and smart contracts.
• Stablecoin Protocol: ENA
• Focused on the stablecoin sector, with attention to multi-chain ecosystems and governance innovation.
2. Trump Concept Coins
• LINK, AAVE, ENA, ONDO
• Involves multiple tracks, covering oracle, lending, stablecoins, and institutional products, with a strong conceptual narrative and significant market potential.
3. Projects of Interest to BlackRock
• ONDO, CRV, ENA, APT
• Preference for institutional compliance projects (such as ONDO), and attention to DeFi (CRV), stablecoins (ENA), and emerging public chains (APT).
4. Projects Held by Grayscale
• ZEN, ZEC, XLM, LPT, RSR
• Bias towards privacy (ZEC), oracle (LPT), payments (XLM), and other traditional tracks, while also focusing on low market cap potential coins (RSR).
Summary:
The projects heavily invested by Trump and BlackRock are in the oracle, DeFi, and stablecoin tracks, all being market hotspots. Grayscale focuses on traditional tracks and potential assets. Investors can find quality targets based on track layout and institutional preferences combined with their own strategies.