2026-03-01 00:39:13

Thoughts on the Next Bull Market Layout

My current view on Web3 is that the focus is no longer on the chain itself, but on agents. The demand from Web2, Web3's funding and settlement, will ultimately fall on agents. Therefore, the investment research direction is simple: who can truly help agents make money and run the business closed-loop.
Based on this logic, mainly focus on projects like VIRTUAL, TAO, NEAR that are centered around agent commercialization, rather than just narrative storytelling.
RWA track: ONDO and SYRUP
DEX track: UNI and HYPE
As for the public chains themselves, their scale will definitely grow in the future, but competition will only become fiercer, and chains find it hard to capture value at the business layer. Just buying ETH and SOL is enough. From an investment perspective, 99% of chains will not outperform $CRCLon in the long run, which has clear cash flow. #深度创作营

VIRTUAL-3,88%

TAO-3,91%

NEAR-0,66%

ONDO-3,59%

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