I really don't want to say anything about today's needle. The dog dealer really doesn't treat retail investors as human beings. Many people are asking which cryptocurrencies should be paid attention to next and how to find them. Where is the next focus in the cryptocurrency field? Let's talk about it: In my opinion, the key to current cryptocurrency investment is to track the controller of liquidity. Look at the old-fashioned currencies that have performed well in the past two years, such as Bitcoin (BTC), Ethereum (ETH), and Binance Coin (BNB), which are all well-known. Let's take a look at Solana (SOL), Injective Protocol (INJ), and Nervos Network (CKB). What type are these? Yes, they are Layer 1 (L1) projects, representing the flow of funds. As for other fields such as DeFi, they have not attracted much funds in essence, but this does not mean that DeFi projects will not grow. If I have to choose, I will definitely choose L1. Especially in the past two years, especially this year, in addition to Meme coins, L1 has also shown good growth. It seems that new projects in other fields do not have many attractive opportunities. In addition to public chains, are there other fields with good liquidity? Of course there are, such as Meme coins and games. Or new areas and narratives, such as BRC-20. In November last year, the market was relatively calm, and we thought the market had come to an end, but who would have thought that the hot spots of inscriptions and Bitcoin ecology suddenly broke out and ignited the market again.
Next, the staking field became mainstream. The entire Web3 industry has been constantly experimenting. Some areas failed as soon as they were launched, while others became popular overnight, bringing strong expectations.
Now Layer 2 (L2) is in a similar situation. Starting with zk-SNARKs, followed by projects such as Blast, Linea, and Scroll, they are all projects that have received tens of millions of financing, but the returns are shrinking. L2 may gradually lose its popularity like NFT. But don't worry, there will always be new ways to play. The next wave of hot spots may be The Open Network (TON)? Modularity? Or other new concepts? Industry dividends always exist. As long as you find the right way and seize a few opportunities, you can achieve a leap in wealth.
Finally, the same sentence, if you come to me, I will take you ashore, just lie down!!