Let me give you an evaluation of the performance of the projects in this round of bull market so far in my mind:

Best project: Solana; the predicament has been reversed, proving that an ecosystem can be built without the support of FTX, and it has driven the Meme craze, which is the biggest narrative of this round; alternative BTC, spot ETF has entered the mainstream financial market, and Bitcoin ecosystem projects and new assets continue to prosper.

Most innovative project: Ethena; among the new projects that appeared in this round, it is neither a meme nor a pure storytelling project, and it is the most impressive project. The innovative product design plus the large track of stablecoins have a promising future.

The most unexpected project: Pendle; a typical case of an old tree blooming with new flowers. The interest rate trading market seems to have a high threshold and a small market audience. Who would have thought that restaking would appear, and combined with the points trading, it has become the favorite of whales and mathematicians.

Best Chinese project: CKB; the team has been working hard for six years, and Bitcoin's UTXO isomorphic expansion plan is quite innovative, and the issuance of new assets has also gathered market heat.

So far, in addition to public chains and memes, the new popular project types are still mainly new DeFi types that meet the asset management needs of large investors. Perhaps due to insufficient entry users, retail investors have not seen new hot products such as games and social networking.

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