In this bull market, I can clearly see several lines and a logic.
One logic: the change in the way tokens are produced brings new assets with wealth effects, all from the on-chain meme, which is the DeFi of this cycle.
Several main lines
Political line: Musk's doge, and the exchange meme track overflowed by doge;
Economic line: AI, the lifeblood of US stocks, corresponding to the AI track of the currency circle;
Meme infrastructure: Sol, and other public chains that learn Sol, similar to the alts L1 of the previous cycle.
My position
Political line: pnut, neiro
Economic line: act
Meme infrastructure: Sol
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