Let's talk about my holdings and the reasons. BTC, ETH, and BNB don't need any more explanation.

AR is decentralized storage and a Web3 infrastructure. Although Web3 currently has no momentum, some projects should be using the APIs provided by AR. For example, if creators choose to put their content on-chain with Mirror, it will be written into the AR blockchain.

ACH was initially in the payment sector, and this year, the concept of PayFi has been mentioned again. Moreover, ACH is not just about payments; on its platform, you can earn various testnet tokens, and it is said that they are going to develop their own Layer1. I have a theory called the two-phase market theory: the first phase is speculative, and ACH saw significant increases in 2021. The second phase is the ecological phase, and we should see some ecological developments from ACH in this phase.

SSV is part of the Ethereum ecosystem, focusing on physical infrastructure, which helps improve Ethereum's decentralization. In the future, it should also participate in other chains' ecosystems.

GMX is a leading decentralized derivatives DEX with innovations, part of the Arbitrum ecosystem.

ARKM is in the AI application sector, focused on data analysis, and it's a narrative that both technical and non-technical people can understand.

METIS is a decentralized sequencer, and it's a unique innovative project within Layer2.

GRT is in Web3 and supports various ecosystems like Ethereum and Solana. It's also focused on data analysis, making it understandable to both technical and non-technical audiences.

IOTX: DePin, strictly speaking, it is not a DePin (decentralized physical infrastructure) by itself, but using IOTX can build DePin, which belongs to the DePin infrastructure.

MKR: Related to RWA, it's old DeFi, and I feel that American institutions would like this.

APT: It's part of the Move language family; I bought this because I missed SUI.

Additionally, there are smaller tokens like Aleph, Fort, and Hopr, which are respectively focused on decentralized storage, Web3 security, and Web3 privacy. These three tokens are listed on Coinbase but not on other major exchanges, and their technology and products are quite good.

DBR was just recently added to my portfolio; during this wave of decline, it hardly dropped and has no selling pressure. Compared to other projects in the cross-chain sector, this token is listed on Bybit, Gate, and Bitget, but it hasn't yet been listed on major exchanges like Binance or OKX. The cross-chain data scale is not small, and compared to the cross-chain capital flow, FDV may be relatively undervalued.

Let's discuss our holdings together.