I believe that NEIRO, PNUT, and ACT have a high probability of becoming one of the engines of this bull market. Here are a few points of judgment:

1. From the market performance perspective: The overall on-chain track has traversed both bear and bull markets. During the period from March to October 2024, Bitcoin was in a chaotic fluctuation state, causing significant damage, and secondary altcoins were in deep hibernation, entering a severe bear market. During this period, the only thing that was booming was on-chain assets. Typically, in a bull market, the hottest sectors are often those that performed well in a bear market.

2. From the essence of the cryptocurrency circle: I have long said that the core essence of the cryptocurrency circle is a 24-hour operating casino. So, what is the most attractive label of the casino? A turn of fortune, a coin changing fate! In the cryptocurrency circle, what kind of assets have the most imagination? The answer is new on-chain assets!

3. From the perspective of capital selection analysis: New, low market value, no locked positions, and high enthusiasm are the characteristics of 'new on-chain assets.' Whether you are a large or small investor, as long as you are new to the cryptocurrency market, would you buy the countless old coins with locked positions or buy these new coins? The answer is obvious.

4. The significance of listing on Binance Spot: The new on-chain assets listed on Binance Spot have also endorsed how to accommodate large funds. Our choices are actually limited.

The bull market is not about accuracy, but about ambiguity; it is not about operation, but about choice. Why do most people lose money in a bull market? Because the sentiment in a bull market is FOMO, it is a chaotic spending that dazzles the eyes, and there are daily myths of getting rich. In such a restless environment, it is difficult for most people to maintain their original intentions. In a bull market, we need to do subtraction and let go! Will coins like FIL, EOS, and ARB have a major upward wave? Possibly! But my choice is to take a wave and run.

Focus most of your energy on capturing the main line, and a small part of your energy on the secondary line. Even if we are wrong, we will not miss out on the overall BETA returns of the bull market; but if we are right, what we gain is a successful script.