Last week, someone saw me researching a few projects on ChainGPT every day and thought I was going to All in again.

Actually, no. I'm not focused on a specific cryptocurrency; what I'm looking at is—who is actually addressing the real bottleneck issues in Web3 right now.

Later, as the conversation progressed, I realized that the three directions I was focusing on, when looked at individually, are quite interesting, but when combined, they seem to perfectly outline what the next generation of Web3 should look like. It's not about炒概念; it's about genuinely addressing the shortcomings in infrastructure.

Sometimes investing is not about betting on which will rise the fastest, but rather about observing who is doing what should be done.