BTC Callback: Thoughts on ETH, RWA, Memecoin, SOL

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After btc callback

Some thoughts in this round are for reference only

1) ETH track

ETH is applying for ETH recently, but I don’t think it will be that fast

Ecological individuals with ETH as the core still insist on investing in L2 and Restaking this time

The L2 layer still likes #STRK, and ZKS will most likely send #zks

The re-staking track is currently dominated by#ETHFIand #EIGLAYER

If ETH breaks out, these two ETH tracks should perform well.

2) RWA track

This track is more in line with traditional capital, with#ONDOas the leader, and others can be added.

In the early stages of this track, there are relatively good targets, and the market value is still relatively small.

3) memecoin track

I personally think that the new star is #BOME. It was listed on Binance in three days. I recently observed the trading volume. I have always felt that volume is king, so the person behind the scenes should be good.

BRC20 is indeed a bit of a headache, but if I can get up,#satswill also have a chance. I always thought it was a btc meme

4) SOL & FTX sequelae

After asset reorganization, it stood up again.

The FTX & SOL circles are places where there is relatively hot money.

There are definitely still opportunities in the SOL ecosystem, including but not limited to DEFI, lending, etc. We are currently paying attention to drift, magiceden, etc.

The Backpack made by FTX executives is not to be missed. It’s time to pick it up. It is bound to be one of the top three since you were born.

Recently Do Kwon was released from prison,#luna#lunc#ustcIt’s not a waste to have a little fun

$ETH $SOL $LUNA

热点：BTC ETH FTX