The trends I am closely following include:
• Meme: Immortal! This season memecoin will always be the focus and lead the market. Technology coins only serve as the foundation for Bitcoin & memecoin, any ecosystem without memes will be left behind.
It is no coincidence that Elon Musk shilled a whole basket of memes from last year to this year, and it is also a coincidence that all the memecoins he shilled are neatly placed in VanEck's memecoin index.
• Bitcoin Eco: After the explosion of Ordinals, Inscription, and BRC20, the race for Bitcoin L2 and Bitcoin DeFi is in full swing. Although the projects of this group have been launched recently, they are good to accumulate for future growth waves. Bitcoin Staking is a good game to both lock up the BTC supply, create yield for holders, and add income to miners.
Runes Protocol is also a game worth looking forward to. In the near future, I will be shopping for a few Runes in my sights. As for the Uncommon Goods set, I will mint a lot when the downtrend comes.
• SocialFi: I was very bullish about this group 1 year ago. Half a year ago I was a bit skeptical because I hadn't seen game money yet, but now I'm quite bullish and ape a lot because the creators have found a way to create games. In addition to Farcaster, I focus on the Social Derivatives group with many interesting projects being developed recently.
• RWA: Always bullish for 2 years now, but this group is as difficult to pump and dump as other lines. Partly because it's difficult to draw, partly because it has a lot of legal implications. But it will be a huge and important piece of the cryptocurrency market.
• AI: This trend is so big and obvious, in terms of applicability, it's beyond compare. Almost all good old projects have pumped. Because I missed the waves, I completely ignored the last period. The growth momentum of this group is still there, but it is quite difficult to determine whether the project is overvalued or not. Mixing blockchain with AI is still quite vague, most of it is attention-based growth. So maybe in this group I will only look for new projects with moderate cap.
There are also a number of other small things still betting to stick to the market.
I have detailed analysis of all the trend groups mentioned above with outstanding projects, which you can read again on my personal page or research blog (bio link).
