《June Shanzhai Warehouse Sketch》
AI is not involved, there is nothing real, the fundamentals are memes. But the concept is abstract, and the communication power is not as good as the real big meme.
Depin is actually an old narrative, with a new name, and a lot of VCs have been added to get chips with 1% of the cost.
Chain abstraction and modularity are not involved. They are also things that existed in the last round, with a new name and some new engineering implementations.
Eth's NFT is still at the bottom. If it cannot pick up in the next 6 months, then NFT as an asset type will not have passed the test of the cycle. It may be difficult to get up in the next cycle.
There are basically only two big blocks that can be played in one round.
Bitcoin ecology and meme.
Bitcoin ecology is a new thing from 0 to 1.
Meme is the only field that has escaped the pitfalls of greedy VCs.
Basically, it revolves around these two major directions.
If there are new things, socially, take a look at them.
If you want to know specific opportunities and specific decisions, click on the avatar to get the position allocation strategy, which will teach you how to make money in a bull market and earn coins in a bear market.
