#Depin赛道 Latest Developments and Potential Layouts!
1. Current Status of the Depin Track
As a traditional track in the crypto market, the logic of the Depin (Decentralized Physical Infrastructure Network) sector is relatively clear: its tokens often lag behind relevant positive news. With the release of NVIDIA's financial report, the market's expectation for increased hardware demand may further drive attention to Depin tokens related to computing, storage, and the Internet of Things.
2. Current Token Rankings and Potential Analysis
Based on FDV (Fully Diluted Valuation) sorting, the following tokens may become the birthplace of leading narratives:
- $TAO : As an emerging narrative, its implementation progress and community support are worth paying attention to.
- $FIL (Filecoin): As the leader in the storage market, it has a strong narrative, but short-term gains may require capital support.
- $RENDER : Focused on 3D graphics computing, with a clear narrative that closely aligns with AI development, it has explosive potential.
- #grass : An emerging leading narrative, its innovation may become a new highlight in the market.
Additionally, projects like ICP, ATH, THETA, HNT, etc., may serve as rebound targets and gain attention after mainstream projects launch.
3. Layout Strategy
- Capital Allocation: Prioritize leading projects (such as TAO, FIL, RENDER, GRASS), while considering highly elastic targets (such as #AKT , #IOTX, #AR).
- Position Control: Adopt a phased layout strategy to avoid short-term losses caused by market sentiment fluctuations.
- Focus on Technological Breakthroughs: Projects related to computing power and hardware, such as #render and GRASS, may become key beneficiaries driven by hardware giants like NVIDIA.
Viewpoint:
#Depin赛道 is a long-term promising field with strong narrative and fundamental driving forces. NVIDIA's financial report may become a short-term catalyst, especially tokens closely related to hardware and computing power demand, which are worth laying out in advance!
