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What we play with is the bubble; without the bubble, what do we play with? Let's try to find the bubble code? ┈┈➤ What is a bubble? A bubble is an exponential effect. As time goes on and funds flow in, the price of tokens accelerates. A project worth 100,000 can become 1 million, 10 million, 100 million... or even more after going public; this is an exponential bubble. ┈┈➤ The base number is equally important. The base number must be large enough for the exponential effect to be greater; 10^10=100 billion. The base must be greater than 1; otherwise, 0.5^10=0.0009765625, which is basically zero... The base number refers to the fundamentals of the project, such as technology, products, etc. ┈┈➤ The path to finding the bubble code. A bubble without fundamentals is 0.01^n=0; this is the logic behind most MEME coins going to zero. A fundamental without a bubble is just 10 at best; this is the state of some tech projects. Studying technology and products is essentially about finding opportunities where the base number is greater than 1. Want to get rich? Next, you need to study the operational capabilities of projects, looking for those that can drive the bubble index more! ┈┈➤ Examples and exploration of the bubble code. ╰┈⯈ Track-driven bubble $LINK The first example is $LINK; the bubble drive of $LINK does not come from its own operations but from the entire DeFi track exploding with large-scale participatory narratives. Many DeFi projects have a demand for the oracle Chainlink, and at that time, Chainlink had almost no competitors in the market, leading to $LINK being crazily pursued in the secondary market, causing its price to far exceed actual demand. Looking at the present, three hotspots can be identified: First is the RWA in the financial sector, Second is the AI that is hot from Web2 to Web3, Third is the ZK that the Ethereum ecosystem is promoting. ▌RWA track demand RWA products also need to use oracles; currently, two relatively hot oracles are ChainLink and @PythNetwork, both of which are related to RWA products. In comparison, Chainlink holds a 61.91% market share, demonstrating a leading effect. Pyth's market share is only one-tenth of Chainlink's, but the FDV of $Pyth is only one-thirteenth of $LINK. In comparison, it may have more potential. ▌AI track demand The AI track is characterized by strong necessity and irreplaceability. I would choose AI Depin. Compared to other types in the AI track that can be imitated, GPUs are scarce resources. For example, @AethirCloud ($ATH) has a strong core competitiveness and irreplaceability because it accommodates a vast global computing power. The bubble-making ability of $ATH has already begun to reflect in its price. ▌ZK track demand There are already several ZK Layer 1 or Layer 2 projects on the market, but these projects can only provide ZK proofs for their own chains. However, there are two projects that provide ZK proofs for other Layer 1 and Layer 2. If the ZK track explodes, other Layer 1/Layer 2 will not be able to update ZK proofs in a short time. Due to technical reasons, it may also be difficult in the long term. At this time, these two ZK infrastructures will be needed. One is succinct $Prove, which has already been listed on Binance spot; currently, in terms of operations and price, it does not seem to have any bubble-making feeling. In comparison, the other project @boundless_xyz may not be as popular as the former. However, in terms of operations, it may have a greater ability to "create bubbles." Boundless has implemented an ambassador program, with several KOLs promoting Boundless globally. Although Boundless has not yet issued tokens, it may be more promising in terms of "creating bubbles." ╰┈⯈ Celebrity-driven bubble $DOGE This one goes without saying; it’s the bubble driven by Musk. Similarly, in this round, we can focus on Trump. ▌This round driven by Trump $WLFI should have products in the future, so it has a certain base; based on this, it may perform better under the influence of the Trump family. Once liquidity is abundant after a period of interest rate cuts, and the altcoin season arrives, $WLFI and even $Trump may have opportunities for celebrity-driven sales. Of course, I believe that $WLFI has a larger "base." Of course, what we are discussing here is not the present; it’s hard to say in the short term. ╰┈⯈ Product-driven bubble $AXS In fact, the explosive DeFi in 2021, including Uniswap, belongs to this category. The chain game launched by AXS attracted many users to participate. The game interface is very exquisite. Although the gaming experience is average, the visual enjoyment and profit effect are very attractive. ▌This round's Hyperliquid Without a doubt, the product that is ideal and has a profit effect is none other than #hyperliquid $HYPE. ▌DefidotApp In addition, @defidotapp $HOME should not be underestimated. Although the DefidotApp product does not compete with Hyperliquid, in terms of community building, token model design, and marketing, DefidotApp is not inferior to Hyperliquid. Moreover, DefidotApp itself aggregates Hyperliquid's transactions, thus having the same trading depth. DefidotApp is part of its ecosystem. Additionally, DefidotApp has launched on both Binance and Coinbase, facing a global market. Of course, $HOME has an airdrop, so we need to pay attention to whether it can avoid the airdrop selling pressure during the altcoin season. If there is no selling pressure when the altcoin season explodes, can $HOME take off like $SHIB followed $DOGE in 2021, following $HYPE? ╰┈⯈ Innovative narrative-driven $MANA The innovative narrative of the metaverse track exploded in 2021; although it has almost disappeared now, $Mana and $Sand from that year also experienced a big bubble. Some people categorize $AXS into this type, but $Mana and $Sand are in a virtual 3D environment, where participants can model or develop, and the way ordinary users can participate is relatively limited. In comparison, $AXS allows retail investors to participate, making it more like chain games and gamefi. ▌Chain abstraction Chain abstraction is somewhat like the metaverse; it has innovative narratives and technical content. However, as an infrastructure, chain abstraction currently lacks products with retail participation. Except for $Parti. Particle is the earliest platform to realize chain abstraction products on the internet, and based on Particle, UniversalX is a chain abstraction DEX. In almost all chain ecosystems, users can use universal U and universal GAS to directly purchase assets from any chain, becoming a new generation of dog-fighting tools. ┈┈➤ In conclusion There are many factors driving bubbles; forgive this article for not being able to summarize them comprehensively. For example, strong庄币 purely pulls the market, but it is difficult to layout coins like $MYX in advance. Everyone is welcome to supplement. What this article wants to express is that in the face of the Federal Reserve's impending interest rate cuts and the upcoming monetary easing environment, we must first find projects with a "sufficient base" and then look for those that may create larger "exponential" bubbles. The projects mentioned in this article include: ◆ RWA demand: $LINK\$PYTH ◆ AI track demand: $ATH ◆ ZK track demand: Boundless (not yet issued tokens) ◆ Celebrity-driven: $WLFI ◆ Product-driven: $HYPE\$HOME (this coin needs to pay attention to the timing of airdrop selling pressure) ◆ Innovative narrative: $Parti Everyone is welcome to supplement.