Sharing Investment Insights: How Important Is Choosing the Right Track? In my opinion, you should focus on tracks with "exploding demand and severe supply shortages." Why? Because even if the project itself is weak, in this kind of environment, it won't die. Market liquidity is abundant, and capital enthusiasm for the entire track is high; even the worst assets can be pushed up. Honestly, there's no need to spend all your energy on on-chain data analysis and project fundamentals during such times. Diving into these is an endless pit, and the return on investment is hardly worth it. Instead, it's better to focus on track rotation and timing—seizing opportunities given by the market and getting on board quickly is the real deal. Of course, this logic only works during periods of supply and demand imbalance. Treat the bear market as if I never said anything.