Spot tracks to focus on in September
1. Optimistic about the $BTC ecosystem, BTC staking, wBTC competitors ($T) and inscriptions/runes ($SATS, $ORDI), and $RUNE;
2. Optimistic about DeFi's Uniswap v4 $UNI, which is the most important catalyst for the current DeFi ecosystem. ($COW is also making some small moves);
3. The cold reception of Solana ecosystem may give us an opportunity to buy at the bottom. I think $JTO, $CLOUD, $DRIFT, and $KMNO are good targets. Let's see which one can attract market attention;
4. Be cautious when considering RWA targets. $MPL and $CPOOL are two projects worth paying attention to;
5. MakerDAO's name change gives the market an opportunity to speculate, which may also be good for $LQTY;
6. CZ's release from prison is a good expectation for $BNB;
7. Pendle is moving closer to BTCFi;
