Statistics on the growth of major tracks

Let's not introduce them one by one; let's take a look at several key tracks, and then combine my judgment to summarize for everyone.

#2025有哪些关键叙事？

1. First of all, the most eye-catching is Desci, but how should I put it, this track is very new, and the growth is indeed shocking, but the early risks are huge. I personally choose not to participate to avoid following the crowd.

2. AI still stands at the center stage, and the attention is still on this. There’s no way around it; globally, whether in the stock market, VC, or tech circles, everyone is focused on this. Related tokens are quite expensive; I can't bring myself to buy them. I recommend a target, GRT, which is related to AI and has decent fundamentals. The current price is also okay.

3. DeFi and stablecoins have benefited from this round of DeFi revival, which has seen good growth. The reasons for the growth mainly come from the relaxation of regulations in the United States and the subsequent support from the government after Trump's return. Currently, this sector's prices are neutral after a correction—not cheap but not too expensive either. I personally pass. If there’s a golden opportunity, I will buy some; if not, I will not intervene.

4. L2, several leading projects in the Layer 2 sector have trapped quite a few people, such as OP, ARB, ZK, STRK, etc. The fundamentals of second-tier L2s are too poor; they are basically ghost chains with not many users, and the valuations are still not low. There are also a bunch of tokens waiting to be unlocked, just thinking about it gives me a headache. I choose not to participate, but some L2s have interesting stories to tell, like OP. This project is very good at creating hype; they are working on modular superchains, AI chains, and abstract chains. They can connect with anything. Plus, OP's parallel chains are doing quite well, like Base. Who knows, one day they might issue tokens and collaborate with OP.

There is still a lot of content ahead; I am currently typing. Please pay attention to my subsequent updates.