The U.S. Federal Reserve announced an interest rate cut, which has revived the crypto market. What tokens are suitable for entry? Here are some opinions of Daewoo, which do not constitute financial investment advice. (Preliminary summary: Bitcoin soared past $64,000, Standard Chartered Bank: Fed's interest rate cut will trigger a new round of rise in the crypto market) (Background supplement: Binance He Yi refutes the rumor: It has no intention to guide the trend of meme coins, and it has listed "Lowercase Neiro" because Low market capitalization, dispersed currency holdings) It is the best strategy to choose value coins for the long term. It is especially easy to lose everything if you speculate. Has the cow returned? Dare not say. But which coins can be traded in Niu Hui, this matter must be prepared. According to various statistics, the track that made the most money in the first half of the year is known to be Meme, but the track that lost the most money is vc currency, but you may not necessarily know the currency. They are all kings: strk zk, etc., the more famous the name. , the worse the loss. In fact, everyone knows that the value of coins in the currency circle is not big. It is a common phenomenon that valuable coins have no value. Therefore, it is not about looking for value, but thinking from the perspective of chip distribution and narrative. 1. Narrative and recommendation of the Meme track. In fact, the essence of narrative is how many people believe in a certain currency and promote "it can still rise." At this point, Meme is the best, but unfortunately they all have little market value. Small ones, such as $pepe $wif $brett, etc. are all good, but those who promote them must use powerful slogans such as 10 billion or even 100 billion. This kind of coin has the largest number of "people who believe in and promote it", and the chips are fully circulated. It is nothing more than pvp for everyone. Generally speaking, it can be considered, but due to its large market value, perhaps some new ones with a smaller market value can be considered. It is worth mentioning: inscriptions and runes. I may have personally lost a lot of money on runes in this section, so I feel that this section is very fragmented. They are "people who believe in and promote them." The number is not as good as the big memes above, and the lack of follow-up is more serious, so I personally may not take action as a main consideration. I think the new Meme is mainly focused on Binance, which has good liquidity, $bome, $neiro, etc. From the narrative level, the lowercase neiro is currently mainly uppercase and lowercase and available on various chains, which is a bit uncertain, and at the same time there is no The information depends on whether foreigners can play it. If it is like the inscription, the stamina will be weaker, but it is worth continuing to observe. 2. Narrative and recommendation of the value currency track. This is actually divided into two categories: new coins and old coins. The new coins are actually not particularly worth recommending. After careful research, the chip release is too great, so the new coins are temporarily Give it all away, if you have any special recommendations, please feel free to give them in the comment area. Old coins refer to those chips that circulate better, and old trees bloom new flowers. Here I have a few options. Write in reverse order according to the degree of attention - because the lower the degree of attention, the more likely it is that there will be information gaps. 1. Not many people pay attention to DeFi Satoshi Nakamoto’s $FTM, but its performance has been relatively strong secretly. The chips are distributed in full circulation and are currently undergoing a new upgrade. They are fully compatible with evm. All rewards are for developers. There are several highlights that are likely to gain more hype at the narrative level: *DeFi Satoshi Nakamoto* Many people may not know the FTM team. Who is AC in the game? To put it simply, he led DeFi and is called Satoshi Nakamoto of DeFi. It is enough for newcomers to know this. Now that there are less people calling orders like SBF in the currency circle this round, although AC should be more cautious this time around (which is a good thing), it will overall have a very eye-catching effect - no other project can be so awesome. And people who have topics to talk about. *Beyond parallel evm* Parallel evm is a track that has started and is waiting for further hype. Recently, there is a coin called sei with a market value of 3.3 billion. The market is very cheerful. It is the pioneer of parallel evm narrative. There is also a market estimate behind it. Maybe it’s the monad of the tens of billions of kings. In high-performance public chains, sui 13.8 billion, SOL 66 billion, etc. are all on the same track. The performance of FTM is currently judged from the test network and other situations, and it may become the fastest EVM-compatible public chain. From this perspective, whether it is a monad that has not yet issued coins, a sei that has issued coins, a sui that is selling every day, or a SOL that has already reached 70 billion, in comparison, the cost-effectiveness ratio of 2 billion ftm is very good, and naturally You can reap the dividends of public chains with large market capitalization - SOL, sui, monad. The more you pull the market, the faster the speed, the smaller the market capitalization, and the projects with top experts calling for orders will consume more energy. If there are more projects above, Or Meme, I guess it can take off. * The risk is relatively small * When this coin has no new narrative and is in the bearest bear market, the bottom is at 0.3 is around, so the current price is 0.6, and the ultimate downside is 50%. Compared with strk, arb, and zk, which have a market value of tens of billions and are released every day, the difference is quite obvious. *A bit like SOL at 10u at that time* I saw a little bit of SOL's reversal of adversity feeling in it - SOL at that time was around 10u and it was a bit similar to today's ftm. There were also very few people paying attention, but the team was still active. Construction suddenly skyrocketed. At present, the main network of the project is about to be launched, and the distribution of chips is good. Official promotions from the audience, offline activities, developers, hair-raising, etc. are very lively. The currency has been relatively strong since I started paying attention at 0.45, and is slowly rising. 2. The King of Lending AAVE This agreement is very old and has sufficient chips. It is engaged in the lending business. Even in the worst bear market, the annual income was tens of millions of dollars. In the past, AAVE tokens were mainly used to release incentives to the protocol, so there has always been selling pressure. Now the release is almost completed, and the next step is to provide fee dividends. There are several protocols in the currency circle that have passed the test of time, can continue to pay dividends to users, and may they get better and better? Maybe I can’t even name a few. DeFI is one of the few things in the currency circle that has proven long-term value - in fact, this is also the reason why I noticed the ftm project. DeFI Satoshi Nakamoto's name is too famous. In addition to dividends, AAVE has several other points worthy of attention: For example, Trump’s new defi project uses AAVE as the underlying infrastructure. In the future, BlackRock and others will basically focus on the eth chain and AAVE. There is currently a big event on base, cbBTC. There are tens of billions of dollars of BTC to be put on the chain on coinbase. The biggest possibility of putting it on the chain is to pledge and lend usdt to increase leverage for currency speculation. Now AAVE's tvl may gain 10 times or even more With great growth, if everything goes well, the valuation may increase by 10 times. I was originally wondering whether everyone would come up with a loan agreement, but later I found that the possibility was getting smaller and smaller, because borrowing involves the safety of funds. In fact, it is a dirty job, and you earn a commission from the interest. , but once a risk occurs, it will be a disaster. Therefore, a mature protocol and mature team like AAVE may be the first choice. Therefore, the lower limit of AAVE is a stable agreement with full circulation of chips and dividends. It is similar to a company with a valuation of 2 billion, which can earn tens of millions of dollars every day and distribute it to currency holders. The lower limit is already relatively clear. 3. ETH You may think this is still necessary to write? I think it's still worth it...