The point of buying a shanzhai (copycat) is to beat the big coin. This round’s big coin rose from 57,800 to 86,000. I simply summarized it and found that this round of capital is more inclined toward sectors with real-world use cases.
I re-screened the major coins by their percentage increase, sorted out the assets that outperformed ETH this round, and added a bit of my personal taste.
Privacy: ZEC, XMR
DEX/Trading: UNI, HYPE, RAY
DeFi: AAVE, MORPHO, ENA
L1: NEAR, AVAX, SOL, MINA
L2 / Launchpad: ARB, PUMP
Infrastructure: LINK, VVV
I re-screened the major coins by their percentage increase, sorted out the assets that outperformed ETH this round, and added a bit of my personal taste.
Privacy: ZEC, XMR
DEX/Trading: UNI, HYPE, RAY
DeFi: AAVE, MORPHO, ENA
L1: NEAR, AVAX, SOL, MINA
L2 / Launchpad: ARB, PUMP
Infrastructure: LINK, VVV
