I strongly agree with cousin Rick's viewpoint and have listed some optional observations. Please feel free to add or correct me Attention: The project needs to meet the conditions of technological innovation, ecological activity, and team strength, but attention should be paid to high-risk attributes. It is necessary to make prudent decisions based on in-depth research Layer 1 Public Chain: The Next Generation Infrastructure Solana（SOL）： High throughput public chains, despite being frantically drained of liquidity during this period, are a necessary test that we believe will trigger a rebound. Sol Avalanche（AVAX）： The subnet architecture supports customized blockchain, attracting institutional cooperation (such as Deloitte), and the Snowman consensus mechanism balances speed and security. Avax Polkadot（DOT）： Cross chain interoperability leader, parallel chain ecosystem gradually maturing (such as Acala, Moonbeam), endorsed by founder Gavin Wood's technology. Dot Cosmos (ATOM): IBC protocol realizes inter chain communication, modular design promotes "blockchain Internet", and ecological projects (Osmosis, dYdX) grow significantly. 2. Layer2 expansion plan: a booster for the Ethereum ecosystem Arbitrum & Optimism： The mainstream Rollup solution has already hosted applications such as Uniswap and Chainlink, and may benefit from Ethereum Danksharding upgrades in the future. Arb ZkSync&StarkNet: ZK Rollup technology representative, zero knowledge proof ensures privacy and efficiency, and potential compliance scenarios (such as enterprise chains) may explode. 3. DeFi Native Protocol: The Continuous Evolution of Financial LEGO Uniswap (UNI): DEX leader, V4 version introduces "Hooks" customized liquidity pool, multi chain deployment to expand market share. Uni Aave（AAVE）： Cross chain extension of lending agreement to Polygon Avalanche， Explore innovative models such as "social staking". Aave MakerDAO（MKR）： Introducing Real Asset (RWA) collateral to enhance DAI stability and evolve towards a decentralized central bank. mkr 4. Web3 infrastructure: the cornerstone of data and storage Filecoin（FIL）： The demand for decentralized storage networks, combined with IPFS, increases with the growth of NFT and metaverse data. fil The Graph（GRT）： The blockchain data indexing protocol has become the "Google" of DeFi and DAO applications, with continuous growth in query volume. grt Helium（HNT）： Distributed wireless networks are expanding towards 5G and the Internet of Things, with physical device deployment forming a moat. HNT 5. Privacy and Security: Breakthrough Direction under Regulation Secret Network（SCRT）： Support privacy smart contracts, develop covert DeFi applications, and differentiate competition. scrt Oasis Network（ROSE）： Data privacy computing platform collaborates with enterprises (BMW, Meta) to explore data assetization. rose 6. Emerging Fusion Fields: AI, GameFi, and Metaverse http://Fetch.ai (FET): AI agents automate transactions and supply chain management, combined with IoT devices to create an independent economic network. fet The Sandbox（SAND）： Virtual land attracts brands to settle in (Adidas, HSBC), and the potential of metaverse social+UGC is yet to be unleashed. sand 7. Cross chain and Middleware: A Bridge for Ecological Connection Chainlink（LINK）： The leading oracle has launched the CCIP cross chain protocol, which may become a multi chain ecological data hub. link Sister's investment strategy advice (needs to be considered according to personal position) If there is a self selected project, it is necessary to pay attention to the quarterly progress of the project (developer activities, partners, agreement revenue). And it is important to pay attention to the diversified allocation of funds, such as by track allocation (e.g. 40% infrastructure, 30% DeFi, 20% emerging fields, 10% privacy). Dynamic adjustment is also important, and it is necessary to regularly evaluate the achievement of the project roadmap and eliminate weaknesses while retaining strengths. The above analysis does not constitute investment advice. Cryptocurrencies fluctuate greatly and decisions need to be made based on one's own risk tolerance.