The halving is coming soon, which sector should we focus on buying the bottom now?
1. RWA sector, it is also one of the important narratives of this bull market.
As BlackRock begins to promote its tokenized asset fund BUIDL, the potential in this area will become huge. Through asset tokenization, we can convert assets that are visible and tangible in our daily lives, such as real estate and cars, into digital form.
This initiative solves the problem of physical asset liquidity, eliminates the gap between traditional finance and cryptocurrency, links crypto assets with the real economy, and injects a large amount of new funds into the crypto market.
Boston Consulting Group predicts that the tokenized asset market could reach a staggering $16 trillion by 2030. Citibank also predicts that there will be 4 to 5 trillion US dollars in tokenized digital securities by then, so this track is worthy of our focus on bargain hunting.
2. The field of AI is also a track that cannot be ignored. Our investment logic in AI is based on the long-term development of artificial intelligence, focusing on the dividends of industry growth rather than short-term gains.
Since 2023 has been hailed as the first year of AI, 2024 to 2025 will be a period of explosive growth in AI products. There is still a lot of good news in the AI field that has yet to be announced. Currently, the two largest consensuses in the world are blockchain and AI, and AI is also one of the main trends in technological development in the next ten years. In the future, AI and Web3 will change existing productivity and production relationships.
AI is regarded as a new productivity. This means that artificial intelligence technology is becoming a key force in promoting economic development and innovation, just like steam engines and electricity in the past.
Web3 represents new production relations. It refers to the next generation of the Internet built on blockchain, enabling people to interact and transact in a decentralized manner. This could change our relationship with the internet and each other, just as social media and e-commerce have changed the way we live. Therefore, this track is also worth focusing on bargain hunting. You can pay attention to projects such as wld and arkm.
Then there is the DePIN section, which provides the engine that powers equipment in the blockchain world, such as cloud storage, computing power, sensor networks, etc., allowing community members to contribute resources to the network and receive rewards for it.
As an important part of Web3 infrastructure, it has become a general consensus among institutions. 🚀qun+v: tq58956👈Many big capitals have laid out in this track. The Depin track is expected to become an important narrative in this round of bull market. You can pay attention to projects such as rndr and io.net.
3. Finally, there is the re-staking sector. Re-staking is a brand-new track. It allows you to reuse the already staked Ethereum and obtain additional income on multiple protocols, providing a new solution for the cryptocurrency industry.
ETHFI and EigenLayer are the first and second dragons in the re-staking track. In the long run, they can be configured a little. Especially after Ethereum switched to the POS consensus mechanism, more customers will need re-staking services, and they may play an important role in the Ethereum ecosystem in the future.
In general, if you have limited funds for bottom-fishing, you can focus on projects in Bitcoin and Ethereum, AI, RWA, Depin, and the re-staking sector, and their certainty will be higher.
If you have a high risk tolerance, Bome and Pepe in the Meme sector and Bigtime and Pixel in the Gamefi sector are also worth paying attention to.
