What are the top tracks?
Public chains, DeFi, metaverse/games, AI, DePIN, meme.
Public chains this round are not as fierce as the last round, but they will still be good, especially the new public chains represented by Sui and Apt.
DeFi currently lacks major innovations and is rather uninspiring, but it has a safety net.
I have always been optimistic about the metaverse games, there should still be good opportunities this round, and new gameplay and leaders will emerge.
AI is the most exciting, with high premiums and strong continuity in the sector. It is a category that can weather bull and bear markets. Many big bulls will emerge.
Meme has recently become fascinating and crazy, showing a strong momentum that won't stop or rest. It will continue to develop towards meme 2.0 and 3.0, leading to more segmented tracks, innovations, and models.
Especially AIMeme and DESCIMeme, which are quite sexy in their narratives.
As for DePIN, it is currently the only sector and field that has not been hyped, making it the most worthwhile to lay out, and the most undervalued super track.
DePIN refers to physical devices in the real world, the infrastructure of blockchain, and the pipeline and bridge between Web2 and Web3.
DePIN is crucial and relates to the future of cryptocurrency.
Among them, IoTX is a target I have tracked through two rounds of bull and bear markets; the team is very low-key, and the technical geeks are not good at promotion, still in a stage of obscurity. This round of the bull market has a considerable chance of being discovered, revalued, and even stepping into the first-tier public chain with its strong DePIN infrastructure, establishing its status in the field.
DePINs is the first inscription on the IoTeX chain, pioneering the DePIN meme track, with a clear division of labor in the community, super active, possessing all the characteristics of a big bull community, and with the support of the founding team of the parent chain, it has the opportunity to break out.
Recently, CZ has started to pay attention to DePIN, and strong supporters like a16z are backing DePIN; the visibility of DePIN is increasing, and the wind of the sector is gradually approaching, belonging to a stage of recognizing the right time for good rain. I always believe that FOMO is hard to mythologize; only by predicting the track and laying out in advance can the success rate of achieving increase.
After all, the April blossoms in the human world are fading, while the peach blossoms in the mountain temple are just starting to bloom.
Often, the best scenery is found in places rarely visited by people.
