Notice:
- These cryptocurrencies are just my investment opinions, don’t follow the trend blindly, study it carefully
- Suitable for longer term investment style (6 months - 1 year), amount of capital, and financial goals I want to achieve within the year
For me, once I hold 70% of my capital, I have to make sure that the coin has a 95% chance of winning in an uptrend.
So these coins will usually be mid-cap to large-cap.
I will not hold small-capitalization coins for a long time and will only trade when there is a market trend.
DeFi uses Oracle, and Dapp uses CCIP across chains (1)
CCIP is likely to become the most popular cross-chain infrastructure among various blockchains
Partnered with Swift, the only product that connects banks and cryptocurrencies
Vision
Oracle and CCIP will become the most commonly used infrastructure for Dapp or Rollup-app in DeFi
LINK’s staking wallet increases due to increased income
Already accumulated for nearly 2 years (continuing to accumulate)
Target $LINK $100, Top 10 by market cap
DeFi has seen huge growth over the past year, growing from $24 million to over $700 million in TVL
Where there is profit, there is Pendle - Unique products chasing various trends: LSD, RWA, LRT, etc.
Market cap still low at $200 million
Low inflation rate for lock-in
Vision:
Restake trend breaks out
- Pendle is the main focus for optimizing staker returns
- TVL Pendle breaks out
Income trading products are used by large financial institutions (Income trading in TradFi)
Aiming to become a DeFi blue chip
The only tokenized protocol using DVT technology
TVL USD 200 million
Powered by Lido Finance and EigenLayer
Vitalik mentioned that DVT technology is necessary for network security and decentralization
Potential
Benefit from staking ETH on Lido, Eigen (they need DVT to reduce the risk of slashing attacks)
- Target TVL $10B
- Strong revenue growth
New RASS part, cooperation with large infrastructure parties such as Celestia and EigenLayer
Supported by top VCs such as Polychain, Binance Labs, and Jump Trading
It’s not the mainnet yet, but the future needs are there.
- The upper limit is lower and you can enter quickly
Potential
There will be countless Layer 2 and Rollup applications in the future (Dapps with their own L2 chains and own tokens)
- Huge demand in the future
The only RAAS that works with and uses EigenLayer’s AVS
- Eigenlayer’s push and revenue
- Top Layer 2 and ranked 4th with over $3.5 billion in total locked value
- Layer 2, the most decentralized, has Stage 1 development level
- Dex trading volume is second only to Solana and Ethereum
- When Layer 3 has it, ARB's Arbitrum Orbit price accumulation pays the Arbitrum Sequencer fee
potential:
- Layer 2 trend breaks out
- Many new Layer 3 projects continue to use Arbitrum Orbit in addition to XAI
- The emergence of highly innovative new projects like GMX, TreasureDAO, and Vertex
Musk supporters
The logo of Dogecoin has been hinted at multiple times and is rumored to be a payment currency of some kind
588 days accumulated, but no one cares anymore
DRC-20 Network Dogecoin fomo
Lead the story of modular blockchain, solve the DA problem of Ethereum, and help reduce L2 transaction costs
Raised $100M from Polychain, Binance Lab, Coinbase…
Stake airdrop L2 tokens (as a form of paid L2)
Potential:
100 L2s using Celestia as DA (because it is the leader in DA)
Airdrop L2 tokens for TIA staking
- fomo buying and staking (very similar to previous BNB staking) Recently $ALT, $DYM
Leading the AI trend, when it comes to AI, $FET is a hot topic
Raised $40 million from DWFLabs last year
Blockchain L1 supports developers to use AI agents to create Dapps. Partnering with major technology group Bosch to develop AI
potential
Large enterprises realize that it would be more beneficial to introduce artificial intelligence to the blockchain - Artificial Intelligence and Cryptocurrency Trends
Dozens of Dapps based on Fetch AI agents, covering DeFi and life service fields, such as mobile services (thanks to Bosch support)
Chart shows long-term accumulation trend
