The least convincing long-term logic I see is the analogy argument of 'a certain coin is the next certain coin.'

These kinds of stories can indeed ride the wave of market enthusiasm and FOMO sentiment in the early stages. But once the hype fades and capital inflow stops, these trades usually come to an end. Those who chase trends are often the last to catch on. Instead of chasing hot topics, it's better to focus on the project's fundamentals and genuine market demand.