Earlier I mentioned that I went all in, and some people didn’t believe me? Now let’s review my operation logic.

To be honest, the crypto market is something where you need a bit of contrarian courage. Everyone’s focused on the mainstream coins—Bitcoin’s price swings, Ethereum’s scaling, stablecoin market size—but I actually feel like these sectors are a bit “aesthetically fatigued.” Why?

Bitcoin has hit highs several times, but trading volume is obviously weak; Ethereum’s Layer 2 progress is frustratingly slow, yet valuations remain strong; on the stablecoin front, regulation is getting increasingly strict. When everyone crowds into the same track, it often means the real opportunities are elsewhere.

So I made a bold decision—cleared out most of my positions, stayed in cash and waited for opportunities. Then I turned my attention to two areas: privacy coins and MEMEs.

One night I was digging through on-chain data and suddenly realized: where the money flows is never about following the hype, but about technical scarcity and real demand. Mainstream coins may be lively, but privacy protection is still a weak spot—on-chain transaction records are fully transparent, and with tighter regulation and users placing more importance on privacy, this issue is pretty critical.

Zero-knowledge proof technology fits this need perfectly. It can prove you’re qualified to do something without revealing specific information. ZEC is upgrading its zero-knowledge proof protocol, DASH is optimizing its coin mixing mechanism, HORIZEN (ZEN) is working on privacy smart contracts—these projects may not be making a lot of noise right now, but their technical direction is solid.

I’ve also been watching JELLYJELLY for a while. It’s a MEME coin in the Solana ecosystem, and its founder Sam Lessin was previously a VP of Product at Facebook. This coin has a pretty fresh approach—combining short video, AI interaction, and MEME virality, focusing on “social + on-chain,” aiming to be the blockchain version of TikTok. The team background is solid, the narrative is new, and it’s worth keeping an eye on their next moves.

The market is never short of opportunities; what’s missing is the decisiveness to bet on the less popular tracks.