This year, I stopped loss on one project in my investment portfolio, which is still a bit regrettable. The situation with that team was indeed complicated, mainly due to the lack of strong core leadership support. However, this also reflects the current state of the exchange track — truly capable innovative teams are still too scarce.

Thinking carefully about my allocation logic: I am firmly optimistic about $BTC and $BCH in the POW chain sector, as they are truly consensus assets. In the public chain track, $ETH maintains a solid position with obvious ecological advantages. For stablecoins, I choose $WLFI, considering both liquidity and risk comprehensively. In the exchange sector, $BNB is currently the leader, but honestly, I look forward to seeing new stars emerge in the exchange track — projects with real talent, complete teams, and a willingness to invest long-term.

The crypto market needs more potential new faces like this, not just trend-following projects chasing hot topics.