The shanzhai season is hard to come back to the way it was. Now, most of the so-called “Shanzhai top 100” will basically be zero. The only things truly worth buying are just two❗️

$ZEC is a must-buy❗️

Over the past 10 years, more and more crypto billionaires—domestic and international—have died for no sensible reason. Crypto isn’t secret… On-chain addresses are public; every move can be queried, and you can even find the location of an address……

Even CZ came out and said: privacy compliance is inevitable❗️

It’s not that “privacy compliance” is inevitable—it’s that privacy is inevitable. People at CZ and Sun Ge levels, aside from Trump, basically no one can “cut” them… But in the crypto circle, most people are more like this: “diamond hands” and “OG whales” with tens of millions to a few hundred million, only crypto assets and no business, no backing!

To us, they look like gods. To some groups, they’re just lambs to be slaughtered❗️

In an environment like this, privacy coins will inevitably become one of the core assets for crypto people.

Once an asset becomes “mainstream,” the word “compliance” becomes very important. ZEC crushing XMR to become the privacy #1 is already a done deal. A ZEC at 10,000 U per coin is just around the corner, waving at you❗️

Besides ZEC, $PUMP and $UNI each count as half❗️

PUMP—SOL’s meme launcher, the known king of meme launchers.

In this space, there’s no moat. It’s basically: whoever becomes famous first wins—an all-winners-take-all kind of game. PUMP’s 92% market share says it all.

Even though I think it’s unlikely there will be another shanzhai season, and memes don’t really have much future, there’s no denying this: whether in the stock market or crypto, there’s no shortage of gamblers❗️

Otherwise contracts wouldn’t be thriving like this.

As long as players have desire, memes are a battlefield where you can’t lose against contracts❗️

The more booming the meme scene is, the more valuable PUMP becomes❗️

UNI is the last half—nothing much to add: ETH’s decentralized marketplace.

Whether it’s the positioning of DEX, the way transaction “order flow” is handled in ETH, or the abundant cash flow and thriving volume behind UNI, it’s all proving one thing: UNI will go up 📈

One sentence summary of UNI: as long as you still believe in ETH, you can believe in UNI❗️

ZEC is about crypto people’s sense of security—that’s a necessity.

PUMP is the gamblers’ paradise; memes are the true gods—contracts are just a transition.

UNI has the big tree to rest under—good fortune is ETH, and failure is also ETH.