《Dad's Shady Spot Trading Plan》 Check out the small image for specifics. Initially, I was going to write a detailed piece, but then I thought, if I write a few hundred words for every coin, first off, you guys won't have time to read it, and secondly, I won't have time to write it. Most importantly, since late April, I've been waiting for Bitcoin to pull back and break the previous low before executing my spot buying plan. Currently, $BTC has hit a low of 64000, close to breaking that previous low, so I’ll keep it relatively brief.
Summary: 1. I'm not too bullish on Ethereum's future, so I don't recommend coins too heavily tied to Ethereum (like $LDO , ENS, etc.). Sure, some projects are on the ERC chain, but coins that don't have a strong correlation with Ethereum itself (like Virtual) remain unaffected. Some tokens (like SAFE) have intricate ties with Ethereum, but the projects can completely detach from Ethereum in the future, so I’m listing those as well.
2. Investment has its phases. For instance, US stocks are still riding the AI wave, and tech stocks are relatively high, so bottom-fishing in 2026 shouldn't focus on the AI sector. The only exception is $VVV , which has revenue-generating capabilities and continues to buy back and burn tokens. For meme coins, aside from the early movers (the '土狗'), investing in memes should primarily be done in 2027; 2026 isn't a good year to invest heavily. As for platform tokens, aside from monsters like hype that use 90% of profits for buybacks and burns, most platform tokens should be focused on in 2028/29 since they typically surge during the final dance of a bull market. As a bonus, considering the high possibility of a DEX explosion in the next bull market, platform tokens in that cycle should mainly be DEX-related.
3. With institutions getting involved, the wealth-generating capability of memes may diminish, giving way to projects that can truly bring wealth effects. Among these, the clear revenue-generating capabilities lie within DeFi and exchanges, so investment should focus on these two sectors. Additionally, LINK’s income is actually decent, though the correlation between the token and the project is a bit weak.