Diving Observation Diary 8.23

The observation diary is back in action because I have a feeling that there may be a continuous market trend in the next 2-3 months. Currently, there is no core main line in the market, but the topics that could become the main line are already taking shape.

1. Coin Stocks: Recently, both the A-shares and US stocks have performed well. During the discussion about RWA, I learned that many institutional investors in US and Hong Kong stocks are already gearing up. I remember the last wave of coin stocks had a quick surge as soon as the news broke, and there were profits to be made. This time will follow the same strategy, but remember to cash out after making a profit. Additionally, keep an eye on $NA.

2. usd1: The news of $Wlfi unlocking 20% is beneficial for the subsequent performance of the entire coin price. $wlfi is essentially a game of power realization, and the probable trend can be referenced from $pump, but it shouldn't drop too drastically. The usd1 concept during Trump's term is likely to have no major issues, and there are quite a few coins in this sector that can be bet on. I onboarded a batch of people on $u, which I hadn't mentioned in a long time, yesterday, and it has already dropped to a very high cost-performance ratio.

3. AI: AI will always be one of the most important narratives at any time, and the current leader in AI is still $spark. As long as Paris doesn't get back in, this thing will definitely break new highs. However, what we really need to look forward to is a technically reliable team to play in the crypto space, as the AI in the crypto space is two versions behind.

4. X Chain: Paris哥 directly smashed X Chain yesterday. The concept is invincible, but it's also a good opportunity for naive investors to enter. I didn't participate in the first wave, but I feel there might be opportunities in the second wave. However, the projects on top currently seem quite average, and we still need strong developers to emerge.

Actually, I don't really hope that the main storyline is the above points, because the ceiling is too limited. I really hope that something new can emerge to FOMO the entire market. Next, drink less, indulge less, watch the market more, observe more, and strike hard when I see an opportunity.