In the past three months, aside from the short period of shorting altcoins from February to early April, I've mostly been in a semi-resting state, not deliberately sitting and staring at the chain, and have made very few moves. However, I still check the day's popular coins every day to understand market trends. The accuracy of my purchases during this period has been quite high, but because I didn't spend much effort on 'hunting dogs,' I missed some opportunities. This tweet is a simple review of the coins that left an impression on me. Coins I bought: $Ghibli: Ghibli-style images that went viral after the release of Chatgpt-4o, spreading virally on Twitter and social circles. At that time, the chain was also quite dull, and memes with the same name as such hot events usually have a few days of sustainability. $Gork: A sarcastic version of Grok. Early clues from four-letter handles, XAI employees' mutual attention, and high-frequency tweeting without Twitter restrictions basically inferred that it is an AI project with official backing. Therefore, I wasn't worried that this Twitter account would issue coins to suck blood again. Coupled with its highly spreadable sarcastic style, there was a high probability of interaction with Musk, making the meme coin with the same name a relatively certain opportunity. $Supfriend: One of the projects heavily promoted in the early stages after the Clout platform was renamed Believe. I bought some when it dropped to 500k. At that time, $Dupe also fell below 1M, but due to my preference for AI, I chose Sup and didn't spend time researching it carefully. Later, its growth was far less than Dupe and the platform coin, which is quite regrettable. $Startup: A meme that fits my taste, launched on the Believe platform, which emphasizes products and practical use. It is full of irony and, like $Fartcoin and $Useless, belongs to crypto nihilism. It was also heavily promoted by Him, leading to a second wave of takeoff. Missed opportunities: $RFC: From a Twitter account that Musk often interacts with, used to mock and spread 'dumb' clips. I didn't buy it because I mistakenly thought it was just a Web2 account with a large but low-quality fan base issuing coins, not noticing Musk's frequent interactions. $House/$Titcoin: Both belong to Culture Memecoin. Such projects often rise slowly with the growth of the community, which has never been my strong suit, so missing them is normal. $Launchcoin: This is a theme I'm quite good at, but the first project, Clout's token and product performance, was very poor, so I chose to ignore it. $Useless: Considered a type of meme I like. I knew Bonkguy early on and followed each other, and I am quite familiar with his capabilities. I didn't buy it because the early icon of this coin was directly modified from Bonkguy's avatar, which made me feel it was too personal, which is quite regrettable. Some big truck pre-sales: I didn't participate in any, nor do I regret it. Most of them lose money or break the issue price first. The only one worth mentioning is IBRL. I saw Toly retweet and then delete it, and the project team repeatedly emphasized that the first coin was just a test, so I didn't pay attention. If combined with the project team's background, it might be appropriate to invest some when the market value is low. Overall, there are still some good opportunities on the chain recently, but the overall liquidity cannot compare to the AI wave before Trump's coin issuance last year. To play well on the chain, you still need to invest time and effort; otherwise, it's hard to gain a cost advantage and make accurate analyses by combining various factors.
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