At present, the out-of-circle narrative is the most top-level story example, just like the recent Hippo case.

The most prominent feature of this type of narrative is that it is very likely to be listed on top exchanges.

This expectation can push such projects to at least a market value of about 50 million, and if there is a certain expectation of listing on a large exchange, the market value is expected to exceed 100 million.

The development of such projects is not achieved overnight. When this narrative appears, even if the market value is only a few million US dollars, it should be timely.

Judging from the recent situation, it seems that only Penguin still has such an opportunity. Unfortunately, after the Penguin project on ETH has achieved a small gain, it has developed path dependence and has not been involved in related projects on Sol. This is a mistake.

In fact, no matter what project you participate in, you should mainly participate in the leading project.

The second level of narrative, I will name it the hot narrative.

At present, I think the more certain hot narratives mainly involve Musk, Vitalik and the US election.

These three sectors often show a rotation trend. My preferred method of operation is to ambush leading projects or quickly participate in new concepts when they appear (if I can't enter at the first time, I will choose to give up, but major new narratives, such as Mars City, are excluded).

The third level of narrative, I think, is the strong market maker model. This was the type of project I valued most before, but I found that the real strong market makers are indeed becoming increasingly rare, while the garbage market makers exist in large numbers. 👗👉➩BNB0098

After a whole year of observation this year, I found that the real strong market makers are only a few like the North American big brothers behind why and the OraProtocol ecosystem.

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