The pullback has been quite significant, but I remain calm. Gains and losses stem from the same source; the places where we earn the most will inevitably also pull back the most. The main gains this round are in bnbchain and AI:
1. $koma has dropped a lot, but the community remains particularly calm, continuing to repeat what they did before the Binance contract. The project team is still working hard to connect with more exchanges and overseas KOLs, which is the main reason I continue to hold. This kind of quality community + project team is worth continuous investment. The project teams within bnbchain are actually quite wise; everyone understands that only by working together to grow bnbchain can we break the ceiling of the coins we hold. Here, I have to give a thumbs up to $cheems for their support of other projects. However, the biggest problem with bnbchain right now is that there are really too few themes; currently, the only AI projects we can see are $aicell and $joi. Having few playable projects can be both good and bad. If these two AIs can stabilize at their current positions, then the next wave could be a threefold increase;
2. $ai16z and $ELIZA have also pulled back significantly in the AI sector. Smart people are buying up. The growth potential of these two is far greater than that of the already famous AIs. I have always believed that $ai16z is not just about AI; I blindly guess that the first stop for spot trading will be bybit + cb, then Binance + up simultaneously;
3. $hype has been waiting for a pullback position. If it doesn’t happen, that’s fine because entering now means taking a long-term position. This kind of position must be evaluated based on the project’s performance after a pullback and washout;
It’s time to find some new alpha, starting to watch the chain