Some time ago, I saw someone post about buying BNB 8 years ago. Later, they didn’t hold on to it and could only sigh. This incident gave me a lot of inspiration.

Rather than fearing a sharp decline, missing out and selling prematurely can be even more painful for investors with limited funds. It’s a sense of helplessness watching wealth slip through your fingers, in some ways more uncomfortable than an outright liquidation.

So over the years, I’ve focused on three directions: ASTER, FIL, and TAO.

**Why these three?**

First, let’s talk about ASTER. Recently, the DEX track has been highly discussed, and institutional whales clearly prefer decentralized exchanges. DEX might indeed be the future trend. Think back to CZ selling his house to all-in on BNB—that was a real gamble. Now, the crypto ecosystem has become quite mature; ordinary people selling their homes to all-in on BTC is no longer unusual. But the problem is, BTC is now in a mid-cycle. The opportunities CZ had to multiply BTC’s value by thousands or even tens of thousands back then are now at most tenfold.

For investors with insufficient capital, instead of waiting for the slow growth of mature assets, it’s more realistic to find a concept with clear prospects and visible potential, and bet on 100x or 1000x returns. This is more practical and cost-effective. ASTER has a solid conceptual foundation and reputable backing, making it a worthwhile allocation.

**Next, FIL.**

Cloud storage is a genuine necessity, with a market capacity in the trillions. The logic is simple. Although FIL has fallen sharply over the past two years—close to 90%—that’s normal. Look at BNB’s history: from $1 down to $0.09, a similar 90% decline. What happened afterward?

The current sharp correction in FIL is just that the market hasn’t fully recognized the value of decentralized cloud storage. When the market truly starts to adopt it, the value will be reflected.

**Finally, TAO.**

AI is no longer just a concept; it’s reality. It’s an industry leap that rivals the internet and surpasses Bitcoin. My personal view is that TAO’s position in the AI space is similar to BTC’s position in the entire crypto domain. Since AI is the future, the allocation to TAO cannot be neglected.

**The intrinsic logic of these three coins:**

AI explosion depends on computing power and electricity. Once these infrastructures mature, vast amounts of redundant data will inevitably need proper storage. In the real world, Alibaba Cloud is the leader in cloud storage, with a market cap of around 500 billion. After a breakout, it could multiply to 2 trillion. In the blockchain space, if FIL, as the leader in decentralized cloud storage, reaches a market cap comparable to Alibaba Cloud’s current scale (500 billion), would that be unreasonable? I think not.

I see ASTER as the future BNB in the DEX track. TAO as the BTC in the AI era. FIL as the ultimate answer to storage needs.

The strategy is straightforward: buy, hold, buy more on dips, and wait for the moment of explosion.