Let's sort out the sectors and directions I will focus on next:
1. AI sector
The AI narrative is also the narrative that everyone has talked about the most in the past two days. The main reason is that the AI narrative has several clear catalysts:
NVIDIA Earnings on May 22;
Apple WWDC 2024 on June 10 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;
Google I/O Conference on May 14
In essence, this is a science of attention. That is, events generate expectations, expectations generate market attention, and market attention drives prices up.
2. Solana Section
① In the past few weeks, 12,000 new tokens were issued on SOL every day
② Most new projects occurred on Pump, and 600,000 tokens were issued in 45 days
③ Pump's annualized revenue is currently 128 million US dollars, entering the ranks of unicorns
DEX= $JUP, MEV=$JTO
$JUP is currently doing more than just DEX, it is working hard to become the front end of the entire Solana ecosystem.
In addition, there are many things on Solana, including Depin (io.net), cross-chain bridge ($ZEUS) with BTC (BRC20, RUNES), RWA, etc., which are all interesting concepts
3. ETH Section
It is highly likely that the ETF will not pass in May, but there is a chance in August. According to GCR's point of view, he thinks that the ETH ETF may be at the end of 24 or 25.
4. Sports + Fans
Similar to the previous hype about the World Cup, the Summer Olympics and the European Cup have similar hype expectations. Like the AI narrative, this hype is triggered by large-scale external events.
5. MEME
MEME is like looking for gold in shit. I think $WIF and $PEPE both have the opportunity to become $SHIB-level memes in this cycle.
6. BlackRock
BlackRock's layout for Crypto is also something that can easily attract market attention. It mainly does ETFs and RWAs (and some infrastructure). BTC ETF has been approved, and the mainstream target of RWA is $ONDO .
