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In the Bitcoin ecosystem
There are tracks related to asset protocols, such as BRC, NFT, ARC, Runes, RGB...;
There are tracks related to the second layer expansion, such as STX, RSK, CKB, Merlin Chain, B2Network, BounceBit
In the Ethereum ecosystem
There are second-layer extensions that have become a red ocean but projects are still emerging, such as zkSync, Scroll, Linea, Base, Zora, Mode Network...;
There are re-staking projects around EigenLayer, including the core EigenLayer, as well as well-known projects such as Ether.Fi, Swell, Renzo, Puffer Finance, Kelp DAO
In the modular blockchain track
There are Celestia and Dymension based on data availability (DA), and Fuel based on computational execution...
In addition to the new ecosystems mentioned above, there are also various Layer 1 blockchains that have been favored by investors. These blockchains no longer claim to be Ethereum killers, but instead focus on the characteristics of the blockchain itself. Some of the more well-known projects include Berachain, Zetachain
The tracks listed above are all favored by big capital and have received heavy investment in recent years.
In addition, there are some tracks that are also paying attention to by many investors, such as full-chain cross-chain, full-chain DeFi, AI, DePIN, RWA, etc.
Among these tracks, if it is an asset protocol (such as BRC), each protocol has at least three or four head assets; if it is an ecological platform (such as the second-layer extension), each ecology has at least three or four platforms; and each platform has at least three or four DeFi or NFT projects.
Sometimes it is difficult to measure a project in the short term. The poor performance of a coin in the past period of time may be due to its own reasons or market reasons.
analyze
The surge in the stock prices of several major technology giants is supported by strong performance. Compared with the growth rate of their performance, their stock price bubbles are not obvious;
In addition, when bubbles occurred in the U.S. stock market in the past, the prices of all types of stocks would skyrocket, but this phenomenon does not exist in the U.S. stock market today, because a large number of stocks with unsatisfactory performance are still ignored.
Therefore, although the US government has been releasing money in recent years, the money released has not flooded any stocks, but has continued to flow into high-quality stocks. This market where blue chip stocks are soaring and junk stocks are still lying flat is not as serious a bubble as people imagine.
Therefore, as long as the performance of several major technology giants continues to be impressive, the U.S. stock market will still set new highs.
I think this way of thinking is very instructive for us to think about the problem raised by this reader.
If it were me, I would not simply judge whether a coin is performing poorly based on its price performance.
I will pay more attention to the fundamentals of the currency, comparing it vertically and horizontally. Vertical comparison mainly sees whether it is better than in the past and whether the team is still building; horizontal comparison is to compare it with other projects in the same track to see whether it lags behind other projects.
If the fundamentals are lagging behind, I might consider it, but if there are no major problems with the fundamentals and the coin price is just average, I might still keep it.
