What direction should we look at on-chain this year?

Do you all remember Desci that came out a few days ago? It's the decentralized science that CZ has been promoting like crazy. Looking at the performance of the leading RIF, it’s quite difficult to express. Besides Scihub which is still doing somewhat well, after breaking through the main upward wave, it barely returned to the average line. Desci still hasn’t broken out of a pattern, meaning that small narratives cannot break through the existing valuation model. However, according to our expectations for Desci, it should become the next DeFi, completing the mission of achieving a hundred billion valuation. (We will discuss this in detail later; CZ is very likely to be going against meme enthusiasts like Musk, promoting Desci, a relatively serious topic coin, to form his own faction, which can be roughly understood as a conservative faction in the crypto circle.)

Moreover, the diverse live streams on pump and other things, for example, Live, now seem to be almost dead as well (of course, this is somewhat related to the regulatory turmoil that Pump itself has fallen into).

So back to the present, I still maintain a positive outlook on the AI track. Like I mentioned before in the group, my own strategy has been to add to my positions in AI coins and pick up cheap AI chips. Currently, it seems that AI agents, AI religion, AI games, or AI-related companies with platforms and project teams behind them are what I’m most optimistic about. $SOL #加密市场反弹