2026-03-01 04:54:50

Thoughts on the Next Bull Market Layout

Currently, my focus in Web3 is no longer on the chain itself, but on agents. The demand from Web2, Web3's funding and settlement, will ultimately fall on agents. Therefore, the investment research direction is simple: who can truly help agents make money and run a complete business cycle.
Based on this logic, I mainly focus on projects like VIRTUAL, TAO, NEAR that are centered around agent commercialization, rather than just narrative storytelling.
RWA track: ONDO and SYRUP
DEX track: UNI and HYPE
As for the public chains themselves, their scale will definitely grow in the future, but competition will only become more intense, and it's hard for chains to capture value at the business layer. You can just buy ETH and SOL directly. I wouldn't even consider buying SUI. From an investment perspective, 99% of chains will not outperform $CRCLON , which has clear cash flow, in the long run.

CRCLON4.1%

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