If the altcoin market surges again, the flow of funds may shift. Besides the popularity of MEME coins, a more rational choice should be directed toward projects that already have real-world applications and continuous revenue growth. Even within the crypto ecosystem, coins that have already demonstrated practical use cases are worth paying attention to.

Wall Street won't buy into pure concept air coins — this is a basic fact. There are a few obvious characteristics of truly solid tracks. In the on-chain finance direction, stablecoin ecosystems, public chains like Ethereum and Solana (although their recent price performance hasn't been ideal, so it's worth observing for now), and products like Ondo are all validating their value. The AI track is also promising, but only those combined with DePIN and with actual operational applications count — such AI coins are not just synonymous with quick money.

Storage projects can be ignored for now; Filecoin's unlocking cycle isn't complete yet, so at this stage, it's better to consider MEME directly. Although LINK has solid fundamentals, its valuation has long been expensive, making it unlikely to see significant gains. UNI faces the same dilemma. As for the AR direction, the logic is similar. BNB is different — it has exchange scenarios supporting it, an ecosystem of public chains, and a deflationary mechanism. These factors together make it worth allocating.

Ultimately, the screening criteria are these: fully circulating supply, continuous revenue, and a fixed token supply or deflationary mechanism. By checking each one within this framework, you'll find that the number of truly investable coins is very small.