还好很早就清醒了,坚定的做 USDT 派,接下来关注的几个方向:
1. 预测市场
这个在市场火爆之前我就预测Q4会是预测市场得,但是目前来看可能会放到明年,甚至爆发会是在世界杯。目前参与的方式就是开始布局几大预测市场,只玩发币预期高的偏龙头项目,不玩低流动性的跟随盘。
2. RWA
是大家为数不多都看好的赛道,甚至 fud 山寨的 gracy 都看好,是因为可能是目前最现实和有意义的赛道。可以关注一些,我自己也在参与一款 TCG RWA,也是看好未来的发展。
3. AI 
最近 AI 交易很火,我们看过很多 AI + web3 项目,但是很多看起来真的似乎就是伪需求,但是依托于 AI 进行交易就更贴合这个圈子的本质。所以未来比较看好有实际营收的 AI 交易类应用,以及 x402
大部分山寨都不会有起来的机会,很多cex都开始频繁下架老币,很多项目方都发现不断地发行新项目,比长久运营一个老项目赚的多,所以不断的造项目,造叙事,骗取散户的U。甚至很多项目为了散户的做空惯性,开始不向社区发空投,高控盘来上perp,就为了一刻辉煌。
所以现在的山寨其实根本没必要。看背后是讲什么故事,只需要看筹码结构,看操盘,真的是很没意思了的阶段了,希望有好玩的东西能让这个圈子稍微活跃一点,不然真的开启全方面被吊打的时代了
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