September 16, 2026.

In the last bull market cycle, there were no leaders in that sector breaking to new highs. I basically won’t touch it again.

For example:

The Ddfi sector.

low-quality coin sector

The metaverse sector.

The sector I’m currently building is the platform token sector.

1.BNB.

2.COIN

3.OKB

4.GT.

5.BGB

Exchanges are genuinely profitable businesses. As long as the platform continues to remain profitable, breaking through the historical high is not difficult.

The sector I’m paying attention to.

The privacy coin sector.

The public chain sector.

The decentralized platform token sector.

Privacy coin leader, decentralized platform token leader. Personally, I think the current price’s margin of safety is too low, so I won’t buy for now.

As for the public-chain leaders, ETH and SOL, I’m keeping an eye on them.

However, personally I believe that when public chains pull back, the overall drawdown is greater than that of platform tokens, and the upside may not necessarily be higher and steadier than platform tokens.

Public chains can only be considered as a secondary option.

Unless platform token prices are collectively overvalued, then it’s a second choice to go with public chains.

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(09/16, 26) Brother Cai’s daily insight:

The industry/track matters more than effort.

Your entry price determines the lower limit of your losses. Choosing the right track determines the upper limit of your returns.

Buy and hold companies that generate long-term profits.

Whether buying, holding, or selling, it should all be done gradually to avoid major risk caused by a single decision.

Outperforming the broader market is our goal.

Avoid investing in mature/over-supplied tracks; put more money into incremental tracks with better prospects.

Be bullish on the long-term direction and avoid predicting short-term fluctuations.