The upcoming industry opportunities are more in applications rather than infrastructure.

Pump.fun's revenue in November reached as high as 93.88 million USD, setting a record high for the platform's history.

Moonshot's fiat currency inflow broke innovation records, with a large influx of external users.

Bonkbot's daily revenue exceeded 1.4 million USD.

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The common points of the above applications are:

① meme infrastructure

② Significantly lowering the user entry threshold (e.g., Moonshot allows users to purchase memes with credit cards)

③ Creating a large number of wealth myths

The conclusion drawn is that the token distribution logic in the Crypto world is changing. More and more users are bypassing intermediaries like VC and exchanges, directly mining on-chain. The next Binance or OKX may be born in this wave of enthusiasm.

http://DeFi.app is the next meme infrastructure I am optimistic about, or rather, a super application. With http://DeFi.app, users can purchase any token on-chain without cross-chain tools, without gas (chain abstraction), and without KYC.

http://DeFi.app's new round of financing is 2 million USD, with a valuation of 100 million USD. An important point in the official press release is that this financing only sold 2% of the tokens, and the remaining tokens are hoped to be distributed more to the community, and will draw from Hyperliquid.

I am already excited, looking forward to it!