1. The market is clearly entering a garbage time at present. Many times at this time, golden dogs are likely to appear on the chain. You can pay more attention to the dogs with higher popularity on the chain and use small funds to trial and error.

  2. There is no new narrative in the secondary market, which indirectly indicates that the market is not good and no capital is willing to hype new narratives at this time. In the old narrative, today we only saw a collective rise in the modular sector $DYM $SAGA $TIA. Does this mean that capital is entering to hype the modular sector?

  3. First of all, let me state my point of view. I would like to believe that modularization may be the sector that will be hyped by capital next. Modularization performed very generally in the last round of rising market. Strictly speaking, it has not been hyped by capital like the AI ​​and MEME sectors, and has been in a tepid state. Modularization itself can indeed empower the development of blockchain by integrating the strengths of various companies in the underlying technology of the public chain, reducing the development costs of the project parties, and putting more energy into how to develop and prosper the public chain. Therefore, I believe that modularization is not a false proposition, and the market is currently in urgent need of a narrative that can stand out.

  4. Judging from the market, these three stocks have all been fully cleaned up in this round of correction, and today's rebound has seen a surge in trading volume. Under such market conditions, this variable trading volume is definitely not the behavior of retail investors in the market, but the behavior of major funds. If it were the behavior of retail investors, the three stocks would not have seen a simultaneous surge in volume, and it would usually only appear in one of them, such as because one of the stocks released good news. You can refer to the previous performance of the three stocks, where synchronization is rarely seen.

  5. So how to choose these three targets? I think everyone has their own criteria for judgment. I can only express my own views here, which may not be correct and are for reference only. First of all, judging from their previous performance, $TIA is undoubtedly stronger. After going online, it has experienced a round of nearly tenfold increase, which shows that its dealer is very strong, but we cannot use this as the only criterion for judgment. We must also consider factors such as the concentration of chips and market recognition. From the market point of view, $SAGA $DYM have rebounded to the vicinity of the short-term pressure level this time, so the next performance is particularly important. We need to observe which target has the most effective breakthrough and build a position in the target with the strongest momentum. The momentum here mainly refers to the strength such as the space and time of the breakthrough. Short time and large space indicate strong strength and sufficient momentum. In terms of investment return rate, $SAGA and $DYM may have greater profit margins, but of course the risks are also higher. The market makers must have sold a lot of stocks as $TIA rose nearly tenfold after opening. Relatively speaking, the concentration of chips may be smaller, and there are more locked-in shares on the upper side. However, $TIA is also the stock with the most active main funds among the three targets. It can be clearly seen from the market that although they are all falling, $TIA often rises by 20 to 30 points during the trading session. Therefore, it is best to buy TIA, SAGA, and DYM according to the capital ratio of 6:2:2.

  6. The above are my personal opinions and do not constitute investment advice. If there are any errors, please correct them and communicate more! #模块化