Where I’m focusing my attention during these days: • $S and its onchain alts. Sonic gained over $700M in TVL from new ecosystem (not migrated from Fantom), and its 200m $S airdrop in the summer is one of the few interesting things to do in this market unless something changes. It reminds me of the early DeFi days with highly composable yields, and it’s been quite fun to play around with it. I also believe that, if sustainable, some coins like Pal, Metro, or Shadow, can offer great returns. • Offers great yields: >20% on stablecoins and >100% on $BERA pairs. It probably pays to be attentive and be early to the first onchain alts to launch. The token was getting a bid and performed more poorly after the Trump tweet. My thought is that people were buying BERA to farm it since there weren't that many interesting things to do and when there were more speculative opportunities people chased them. It offers a good hedge against a bad market, • dTAO and the new liquid tradeable subnets. Bear in mind that $TAO incentives are now directed towards them so valuations are going be trending down and highly illiquid initially, but there should be an optimal moment to go shopping. What I like the most is that it removes snipers out of the equation (not sure if entirely?), and TAO has proven to provide some valuable AI stuff instead of pure vaporware. • $SOL coins have been destroyed and the charts are true Burj Khalifas. If you zoom out, you can barely see the volatility at current prices (down -99% from ATH). However, I think there’s opportunity on that because people have stopped paying attention, volume has drastically dropped, etc. Most of them would be very quick trades for me, but some ranges are being established and given the crash and illiquidity, some news can give you 50% returns which ain’t bad in this market. I have successfully done it already and will keep doing quick trades with low money there. I like to think that AI coins are currently experiencing the summer that meme coins went through, totally dead and then recovering in Q3—but I can’t say it’s more than simply wishful thinking. I bought some $FARTCOIN in the low 30s too. It’s going to be a hero or zero trade—a bet on the bull run not being done yet with asymmetric upside. It’s still the only stupid coin with tradFi mindshare and maintains a high volume. • I was quite bullish on the AI Data sector some months ago and that’s why I bought a good bag of $GRASS. It has been a great surprise to see the price performing quite well and reclaiming the Q4 range lows. $VANA also did quite well with a 2x since the bottom as Binance Labs announced its invested and CZ became an advisor. Vana is an L1 with an ecosystem of dataDaos, tokens that can be tradeable on their chain and give a price (market cap) to specific sets of data. They are very illiquid at the moment but I will keep an eye onchain if the main token does well and it leads to a data narrative with Binance pushing. • US-based old coins, after Trump’s tweet. There is no way that altcoins such as ADA are included in a US reserve. In fact, I only think BTC should be part of it. Best take I saw is that Trump likes to go to the extremes to start negotiations. What I do think can actually happen is that there’s a reduced tax or even 0% tax for US-based cryptos, which would be quite bullish for $ADA, $HBAR, or $ALGO. The March 7th Summit is likely a sell the news, unless something that the market hasn’t considered is announced. Leading into that event, I think $TRUMP can be a good quick trade as well. Another potential narrative arising from this is RWA, simply because it makes sense to focus here in the beginning. • HyperEVM. Block space is currently quite expensive on Hyperliquid and team is scaling it slowly on purpose. I think that HyperLend and other main primitives will be launching in a 30-50 days window so that may be a second round for a nice onchain run on the L1. $HYPER is also at a good support and if stats keep trending higher or even at current levels, it’s probably a good buy. There’s probably some hesitation now because if people market bull market is over it probably won’t be able to hold its volume and fees. But regardless, a potential onchain ecosystem should do well imo. • If market remains choppy and/or trending down, pair trading will probably offer a good opportunity to make some money. I haven’t thought of my fav pairs yet so can’t give more details on that yet. Also, shorting some bounces after news that aren’t strong enough. If there is anything else that I am missing, feel free to drop your ideas.