From yesterday to now, the on-chain target, AI has rebounded quite well.

This wave of target selection is more difficult than the previous one.

In the last wave, it was relatively simple. After ai16z and virtual broke 1b, the main line was to find framework targets with good profit and loss ratio.

This wave:

🌟Framework
The market capitalization of good framework targets is not low, and it is difficult to achieve 10x again. If you choose this type, it may be safer and take a beta.

🌟Segmentation framework
Defai, the market value is also very high, the products are usable, but they are relatively homogeneous, and the overall profit and loss ratio is not high;
For the gaming category, the market value is okay, and we have built positions at a relatively low level before.