Key Points of the Depin Track Dynamics and Potential Layout:
1. Track Status: Depin is a well-established track in the crypto space, with a clear logic, and token performance often lags behind positive news. After Nvidia's earnings report, hardware demand expectations may boost related Depin tokens.
2. Token Analysis: Based on FDV ranking, leading narratives may emerge from TAO (emerging, focusing on implementation and community), FIL (storage leader, needing capital to drive up), RENDER (3D computing, aligning with AI), GRASS (new leading narrative). ICP, ATH, THETA, HNT, etc., may be potential candidates for catching up.
3. Layout Strategy: Capital allocation starts with leaders followed by high elasticity; positions are to be built in batches to mitigate volatility; focus on technological breakthroughs, projects related to RENDER and GRASS, etc., may benefit from hardware giants.
Mango's Viewpoint: Depin is a long track with strong narratives and fundamentals, Nvidia's earnings report is a short-term catalyst, related hardware computing tokens can be laid out in advance, fan groups will continue to update data, welcome to discuss strategies.
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