Is the Shanzhai season approaching?

CZ hints that the Shanzhai season may be just around the corner. In fact, in November, many cryptocurrencies have doubled in value, and some have even increased several times, with an overall average increase of over 50%.

Current Market Performance

The rotation of sectors is currently accelerating, with strong upward momentum in the Solana ecosystem, established public chains, AI sector, RWA, Ethereum ecosystem, GameFi, and Musk-related concepts, with continuous capital inflow.

Potential Risks

December will see an important meeting of the Federal Reserve and the release of several economic data points. If the data shows that the U.S. economy remains strong, it could hinder interest rate cut expectations, potentially leading to a market correction.

Opportunities for Positioning

If the market experiences a correction, this will be a good opportunity for low-cost positioning, with key focus on the following directions:

Solana Ecosystem: Projects like Ray, which may see a rebound.

Established Public Chains: Projects like XRP, DOT, AVAX, which have long-term value.

RWA Sector: Projects like Ondo, TRU, connecting real-world assets with blockchain.

AI Sector: Projects like LPT, AR, FET, focusing on the integration of blockchain and artificial intelligence.

Ethereum Ecosystem: Projects like SSV, ENS, LDO, Pendle, high-quality projects on the Ethereum chain worth long-term attention.

GameFi Sector: Projects like GALA, YGG, IMX, which perform notably well in a bull market.

Musk-related Concepts: Projects like DOGE, PNUT, significantly driven by market sentiment and celebrity effects.

Meme Sector: Projects like Pepe, Bonk, Wif, Floki, which have high community engagement.

Outlook

There are expectations for better market opportunities in late December and January. By capturing the rhythm of sector rotation, there is potential for high returns.