Written by: Haotian

1) $BTC: The logic of bottom fishing should go without saying. According to the cycle theory, BTC will be the asset that climbs the fastest in the early stage of the next bull market and is the only asset that offers a decent holding experience during the bottoming period of a bear market. Moreover, many people missed out on BTC, which led the last cycle, and retail investors do not hold much of it.

Additionally, if pure BTC Maxi, buying MSTR could also be considered, as there is almost no possibility of a collapse in the short term. Moreover, BTC, which was cut in half from its peak, adds a correlated leverage asset that, once it soars back up, will yield even more;

2) $ETH: The logic of holding ETH may shock many people who simply think that ETH will be the last hope for the Crypto Native ecosystem. Therefore, I have basically swapped all other altcoin holdings into ETH, including a portion of SOL.

It may sound somewhat like guarding the faith of Crypto, but behind it is more of an optimistic mindset towards the widespread adoption of stablecoins, the upgrade of tokenization infrastructure, the integration and adoption of infrastructures like RWAFi and DeFi, and narratives like the Agentic Economy. Especially since the potential of the last cycle on ETH has not been fully released, when the next bubble blows, it might shine even brighter than BTC;

3) $SOL: Although I swapped some into ETH, the position in SOL is still considerable. The reason is, as an ecosystem that carries the last round of MEME frenzy, AI Agent wave, DePIN, and expectations for consumer-level applications, Solana has proven the team's strength through a comeback.

As the Firedancer client coverage, Alpenglow consensus upgrade, and ICM internet capital narrative are still progressing, saying SOL is a MEME chain is less accurate than saying it just happened to possess the strength to carry the MEME craze. When the next wave of hotspots arrives, SOL will still be a resilient ecosystem with both strength and economic vitality;

4) $HYP: I had quietly started bottom fishing early on, and everyone was optimistic, but there are two main points that give me real confidence in HYPE: 1. HYPE is the only new coin that emerged during the last bull market, perfectly standing opposite to the negative sentiments about altcoins. If playing in the altcoin market is like panning for gold in a cesspool, then HYPE must be shining bright;

2. The HIP-3 protocol has elevated the Hyperliquid narrative to the heights of on-chain Binance and even on-chain CME. Tradexyz has generated a large amount of off-exchange trading through oil, gold, and silver futures trading, and the tension in HIP-4 regarding outcome options combined with prediction markets has not been fully released yet. Therefore, HYPE's potential is still significant; if it weren't for the ongoing large-scale unlocks and structural washout factors that haven't completely crossed cycles, it would probably have taken off by now;

5) $TAO: The choice of TAO doesn’t have many complex reasons; it's simply because it is the leading project in the AI + Crypto narrative and has demonstrated its strength in Covenant’s distributed model training. Although the ecosystem later had differences, and Covenant faced a downturn, it was precisely during this significant correction opportunity that I completed my accumulation of TAO.

Because no long-tested project will cease to operate due to a local internal conflict within the ecosystem, and because the narrative of the Agentic Economy will definitely resurface, choosing TAO was merely a preemptive positioning;

6) $ZEC: It's a bit of a regret not to have ambushed in the early phase of Naval's shout-out but I gradually increased my position during this pullback. The reasoning isn’t complicated; I chose ZEC simply because the privacy track in Crypto cannot be falsified, which is necessary for the innovation of AI productivity and essential for regulation compliance.

In other words, even if the decentralization narrative is falsified, the strong demand for privacy solutions will always exist. It might not be prominent now with AI being prevalent, but when the AI bubble hits a certain bottleneck stage, or when large models compete for computational resources during the second half of the Agentic application economy, the demand for privacy (technologies like ZK, FHE, quantum encryption, etc.) will undoubtedly become a necessary scenario for Crypto to break into the AI boom; it is entirely coherent.

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