Refocusing on Crypto

Currently, my list
After the big waves, the remaining interesting sectors in the crypto space are these:

1⃣ Real Asset Trading (not too keen on calling it RWA)
$HYPE: Hyperliquid not only addresses the needs of crypto insiders to speculate on real assets and maintain privacy but also solves the weekend trading and hedging needs for the financial industry. It’s basically one of the few gems left in crypto. However, from a fundamental perspective, trading volume is still declining due to the bear market, and the FDV is still too high for me. I’m not looking to buy at this price, but I might consider it if it drops further.
$ONDO :ondo is one of the few projects with increasing TVL during the bear market. It’s currently the best on-chain project in the US stock market. Its liquidity and trustworthiness are arguably the best. But so far, it only meets the trading needs of crypto industry insiders; weekend liquidity is almost nonexistent. Although the token price has been sideways for a long time, the fundamentals are consistently improving, and I’m willing to pay some attention.

2⃣ Stablecoins
Circle doesn’t need much introduction. Serious investors don’t need to look at projects like Ethena if they’re buying Circle.
$SKY : In the bear market, a bull market candlestick has emerged. With consistent buybacks, high-quality project teams, and founders, from a pure fundamental perspective, if sky represents equity, I think it’s even better than Circle. But there’s no “what if.”

3⃣ AI
$TAO: I believe the fundamentals of TAO have undergone a major change. Whether it’s the emergence of high-quality subnets, or the strong participation of Grayscale and Silicon Valley giants, TAO now has all the elements for a rally. Solid fundamentals, capital support, and key influencers— that’s enough.
$Virtual : The bear market has persisted with a build mentality. All AI narratives have not fallen behind and are doing well. The Base ecosystem is undoubtedly a top-tier project, no need to say more. If the crypto space continues to hype AI, Virtual can’t be ignored, and they are also actively developing the robotics field. Double narrative support.