For most people, ETFs may be a more suitable investment approach. The United States is approving more cryptocurrency ETFs, and the next market wave will still be crypto equities, stablecoins, and Perp DEX, with the market being gradually divided.
One principle: Hold BTC in bull markets, accumulate altcoins in bear markets. (Perhaps there are no more bull and bear markets, just volatility)
Criteria for ETF selection: Favored by capitalists and institutions, has user base, has trading volume, team fundamentals are solid, REV value, no major bugs.
A thought: After large-scale cryptocurrencies and DAPPs emerge, what are the essential needs? RWA tokenization, stablecoin will be continue war.
DYOR! DYOR! DYOR! Last updated: 2024/1/1 ~ 2026/02/12
Digital gold, the original cryptocurrency and store of value.
Programmable blockchain, the foundation for DeFi and smart contracts.
Binance ecosystem L1, high throughput and low fees.
High-speed L1 with growing DeFi and consumer app ecosystem.
Move-based L1 with object-centric data model.
Privacy-enabled blockchain for institutional use cases.
Decentralized oracle network powering smart contract data.
Leading decentralized lending and borrowing protocol.
Decentralized stablecoin infrastructure (formerly MakerDAO).
The largest decentralized exchange protocol.
Institutional DeFi lending protocol.
Dominant AI chip maker, powering the entire AI infrastructure stack.
Azure AI + OpenAI partnership, enterprise AI leader with Copilot ecosystem.
DeepMind, Gemini models, and AI-first search transformation.
Open-source Llama models, massive AI infra investment and social AI integration.
Sole manufacturer of advanced AI chips, irreplaceable in the AI supply chain.
Custom AI accelerators (TPU, ASIC) and networking chips for AI data centers.
Second-largest AI GPU maker, growing data center AI business with MI series.
Full self-driving AI, Dojo supercomputer, Optimus robotics — AI applied at scale.
Largest US cryptocurrency exchange, institutional gateway.
Bitcoin mining and digital asset infrastructure.
USDC stablecoin issuer, global financial infrastructure.
Facebook, LinkedIn, Apple, Netflix, Nvidia, Google — mega-cap tech basket.
AI-powered data analytics for government and enterprise.
Collaborative design platform for product teams.
Cloud monitoring and observability platform.
Edge network and web security infrastructure.
