A narrative that can be absent, but must be known!
AI
AI narrative is also the narrative that everyone has talked about the most in the past two days. The main reason is that AI narrative has several clear catalysts:
May 22 NVIDIA Earnings;
June 10 Apple WWDC 2024 also released some additional AI-related content;
ChatGPT 5 may be released this summer, and the GPT version of the search engine is also coming;
May 14 Google I/O Conference
There are many AI projects in the currency circle, and choosing coins is a science. Generally, I prefer some coins that have been recognized by the market + CEXs List. For example, FET and TAO
Although TAO has a large market value, the pledge rate is still quite high, and the circulation is small
And FET is preparing for a merger with OCEAN & AGIX. On May 3, Fetch.ai has minted 1,477,549,566 additional tokens in preparation for the next conversion
MEME
As for MEME, I won’t say much about the on-chain, looking for gold in the shit
I will probably only do WIF and PEPE (I don’t deny that memecoins such as BOME BONK FLOKI are also good hype targets). PEPE is my long-term position, and I like to do swing trading for WIF
Every time I wait for BTC to pull back and the market sentiment is low, I buy/add positions, and sell when the sentiment rises. This type of operation is only applicable to bull markets. I think both WIF and PEPE have the opportunity to become SHIB-level memes in this cycle
SOL
JUP is currently doing more than just DEX. It is working hard to become the front end of the entire Solana ecosystem, and the team structure is quite large; JTO's value lies in LSD and MEV. Solana's ecosystem is hot, which is good for Jito
ETH is still optimistic
I think the ETF in May is unlikely to pass, but there is a chance in August. I still hold PENDLE and did not sell any of it during the last FUD (continue to watch 10)
BlackRock
Ondo and Superstate became the companies with the greatest impact in the RWA field in the first quarter. The RWA market achieved rapid growth in the first quarter. Driven by the huge interest of institutions and the launch of innovative products, tokenized treasury bonds including BlackRock's US dollar institutional digital liquidity fund, Superstate's short-term US government securities fund and Ondo's USDY increased by 41% to nearly US$1.3 billion
ONDO is undoubtedly the leader of the RWA track in this round of bull market. There should be opportunities to go on Binance later. It is also going well and can be held
