There are two sectors that I am optimistic about in the future bull market!
AI sector
Lao Yao believes that the underlying logic of AI’s long-term narrative comes from the development bottleneck of the current real society. After the third technological revolution, there have been few technological changes that subvert the times, and AI has brought the possibility of a new round of technological revolution. Even if it is just a possibility, the current technological pioneers are already flocking to it.
In the traditional market, almost all large Internet companies are basically developing their own AI products, which is the industrial algorithm end. In addition, the implementation of AI elements in various aspects including medical care, education, and life practice is also being carried out with all efforts. The hype of AI in the crypto market is even more so, AI pets, AI meme, AI Agent, etc., iterate quickly and have many narratives. The recent star targets include ai16z, eliza, etc.
RWA concept
The reason why it can have a future and will receive extreme attention from capital is the realistic reference of its encrypted target assets. The digitization of physical objects, isn’t that the specific application of macro life in the crypto market? Such a valuation model for crypto assets is much more accurate than any financing estimation. Related concepts include popular targets such as Ondo, RSR and Aave.
If time permits, the above specific sectors will be analyzed and explained in detail. The crypto market is more like a grass-roots team. While the old leeks in the secondary market are struggling to get back to the original line, the new leeks in the primary market are repeating the happy feeling of the first batch of crypto pioneers in the last bull market. When many old players are rooted in the Ethereum ecosystem, the public chains with new capital such as Solana and Sui are booming. The market opportunities are highly correlated with the sectors involved.
