The era of "all coins rising together" is completely over.

The view I saw a few days ago: the era of all Crypto assets moving forward in unison is over, and the WAGMI theory is dead. This is part of the natural evolution of the market.

Take another look at the market, L1 "infrastructure oversupply", Gamefi is in a state of transition, NFT's narrative of confirming ownership with small pictures + community is hard to convince people, DeFi only has Restaking left, and the leader himself has a lot of scandals and black materials... Only the AI ​​track has some stories left to tell.

On AI, the returns of several projects invested last year, such as Laika and Aethir, are good. The next one I am looking forward to is Kip.