Today’s investment thoughts:

1. The hot spots in the rwa sector triggered by Beileden are coming.

The polyx invested by Binance doubled in two days.

Mkr is the most well-organized project developer I have ever seen, and I keep repurchasing it. Not like crv. And there will be a split later. The market capitalization is high and suitable for large funds.

Rio, the only rwa sector token that can be obtained on ok.

2. Merlin Ecology:

Merlin staking should end in April and the tokens will go online, which will definitely bring new vitality to the Bitcoin ecosystem and Merlin ecosystem. Various airdrops have also come in the past two days, including the first I do around the Merlin ecology. It is best for everyone to participate, it must be an instant success.

3. Rune stones, runes

This is the Bitcoin ecological product that foreigners mainly focus on. Rune risc is a low-key and powerful first innovation, and it has been mining tokens currently. Rune stones have great influence, high popularity, and can be revived. Looking forward to the outbreak in April.

4. Sol chain native dog.

Basically, there are three types of play logic for native dogs.

The first category is the one that came out of nowhere. Bome’s private equity all-in-one pool is just a gimmick. With the capital behind it, it keeps pulling, and it can be listed on Binance in 3 days. This cannot be copied.

Pogai is an example of failure, and so is nap.

The second category is sloth 🦥’s special way of getting out of the circle, whether it’s a marketing model, true feelings, full of story lines, and reversal of hype, it’s really the most lively meme.

Basically, there is no innovation in these two types of successful cases. The biggest one today, Smol, basically has no innovation. It is just a game between big players and no hype. No follow-up.

I won’t list the others one by one. The only thing that surprised me was that I participated in sodi. I thought it was a local dog, but yesterday I heard that Laowai Space was going to build a sol chain similar to Merlin Ecosystem. And it’s also related to the inscription.

5. Secondary market.

I came back less than a week after falling. And the strong copycats have basically been withdrawn. This time we focus on the second-layer pledge sector of Ethereum. New currency stark, ethfi is paying attention.

Laobi, op, arb, ssv, ldo

Also, the Hong Kong sector Cfx, ach, and key will be worth paying attention to in April.

In the end, every adjustment in the market gives opportunities to retail investors, especially when the market falls by more than 20 points in a bull market. The long-term people have the hardest time, but just set the goal.

Finally, good night and I wish you all a happy investment.