Currently, the most talked about are the old coins such as: XRP, ADA, HBAR, etc.
Then there’s DEFI: UNI, CRV, ENA, USUAL, DYDX
Next are the highly anticipated AI agents, whether on-chain or those listed on exchanges, most retail investors' money should be here,
Similarly, in the AI sector, WLD, IO, FET, RENDER on exchanges are seldom mentioned.
In terms of the AI track:
It remains the core focus topic of this bull market. Since last year’s hype on AI started at the small bull exchange, tokens like AGIX have seen several times price increases within just a month.
Stepping into this year, on-chain AI projects have shown an extremely enthusiastic trend, with tokens like Goat, ACT, gaining high popularity. Recently, even meme coins, as long as they have AI elements, can experience a sharp price surge.
In short, seizing the AI opportunity is equivalent to holding a profit opportunity. Many on-chain projects related to AI are performing quite well. As long as investors can follow this line of thought and find a token related to AI, they can generally reap profits.
Moreover, Ethereum's recent performance has been quite strong, and it is expected that AI projects on it will also see explosive growth. If there are quality AI projects emerging, everyone might as well pay attention.
As for L2 and a series of modular chain-abstracted game tokens, no one mentions them, and many even say they are too lazy to discuss, including some old and new L1s that no one buys.
So what stage are we really in now? According to the logic of a bull market, has the sector only just rotated to DEFI? But these coins are too old, to the point that newcomers don't even buy them. How much do they have to rise to attract the attention of retail investors to start buying in?
Everyone's energy is limited, and it’s impossible to catch all sector rotations. Logically, this round of DeFi rotation should be catchable, but overconfidence in the coins they bought causes them to miss out, and they can’t afford to miss out on the subsequent AI and meme segments.
