Class Summary:

1. On-chain Tools and Monitoring: Use tools like GMGN, DeBot AI, etc., to monitor trading data and smart money movements, and combine information from channels like ChainFM. Prioritize attention on top projects and high-profile wallets, and assess potential through large purchase signals.

2. BNB Chain Ecosystem Characteristics: The BNB chain is primarily composed of older users, with a slower rhythm, and high-quality projects are often driven by non-hotspot communities. The AI sector is developing rapidly; despite issues with inflated volumes, it can be optimized through technical means, and its potential post-infrastructure improvement looks promising in the long term.

3. Altcoin Market Differentiation: The secondary market for altcoins is significantly affected by weak liquidity, with ETF funds dominating, leading to a diminished spillover effect on BTC, and a dramatic increase in the number of altcoins causing further differentiation. It is advisable to focus on coins with real ecosystem support, avoiding overvalued air coins.

4. AI Investment Trends: VCs are accelerating their layout in the AI field, with traditional projects shifting to on-chain fundraising, coexisting short-term speculation and long-term applications. High-quality AI tokens may migrate towards AI Agents, while institutions channel flow through Launchpads; future opportunities are broad but caution against bubbles is necessary.

5. On-chain Golden Dog Opportunities: The SOL chain exhibits active buying, while the BNB chain has a slower rhythm due to a low user base, but may attract quality teams after infrastructure improvements. Currently, the on-chain narrative is not obvious, and market liquidity needs to recover.

6. Capital Allocation Strategy: In a bear market, adopt a barbell strategy, allocating large positions to BTC, SOL, and other spot assets, while using small funds for trial and error on-chain (single asset investment not exceeding 1% of total supply), filtering targets based on market cap and doubling expectations.

7. Stop Loss and Take Profit: Set take profit points based on market cap judgment and event assessment (such as exchange listings, policy changes), and exit promptly when significant positive news occurs. Newcomers can adopt a cut-loss strategy at half the value.

8. Recommendations for Newcomers: Minimize actions and observe more, accumulate experience through simulated trading, observe on-chain golden dog projects without purchasing, and accumulate experience in identifying exit scams (such as frequent name changes, issuing coins).

Let me share my thoughts again:

The skill of on-chain dog coin trading has been passed down for many years, but some people have become wealthy while others have lost everything; the key is still to do your own research. Especially regarding her investment strategy, it seems that relying solely on spot trading can lead to easy wins. Occasionally participating in dog coin trading can be a stable way to get rich. I just want to ask Yuyue for a group chat, there’s so much to learn, please ~