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#ENA I will focus on the following zones and directions:
1, AI section
AI narrative is also the most talked-about narrative in the past two days. The main reason is that AI narrative has several clear catalysts:
NVIDIA Earnings on May 22nd;
On June 10th, Apple WWDC 2024 also released some additional AI-related content;
ChatGPT 5 may be released this summer, and the GPT version of the search engine is also coming;
Google I/O conference on May 14th
Essentially, this is a matter of attention. That is, events generate expectations, expectations drive market attention, and market attention drives price increases.
2, Solana Sector
①Over the past few weeks, 1.2w new tokens have been issued on SOL every day.
Most new projects are launched on Pump, with 600,000 tokens released in 45 days.
③Pump's current annual revenue has reached $128 million, entering the unicorn ranks.
DEX= $JUP,MEV=$JTO
$JUP is not only doing DEX at the moment, but also striving to become the front end of the entire Solana ecosystem.
In addition, there are many things on Solana, including Depin (io.net), cross-chain bridges with BTC (BRC20, RUNES) ($ZEUS), RWA, and so on, which are all interesting concepts.
3, ETH sector
The May ETF is unlikely to pass, but there is a chance in August. According to GCR, he thinks that the ETH ETF may be at the end of 24 or 25 years.
4. Sports zone + Fan zone
Similar to the hype around the World Cup before, the Summer Olympics and the European Championship both have similar expectations of hype. Like AI storytelling, this hype is triggered by large-scale events in the outside world.
5, MEME section
When it comes to MEME, it's like finding gold in the shit. I think $WIF and $PEPE both have a chance to become $SHIB-level memes in this cycle.
6. BlackRock
BlackRock's layout for Crypto is also something that easily attracts market attention. Its main focus is on ETF and RWA (as well as some infrastructure). The BTC ETF has been approved, and the mainstream target of RWA is $ONDO.