The recent KDA project shutdown event, #美联储支付创新大会 , clearly reveals the ruthless reshuffling process that the alts market is undergoing. This event clearly indicates that projects lacking substantive content and real value will ultimately struggle to survive and cannot compete in the market.

It is foreseeable that the future market will eliminate more of these shell projects, and the altcoin field is forming a pattern of "the stronger get stronger, and the weaker are eliminated." Therefore, when choosing investment targets, it is essential to focus on those projects that have real application value.

Combining the current capital flow and the intrinsic value of projects, I believe there are three investment directions worth focusing on: firstly, the smart infrastructure field that integrates AI and Web3, represented by projects like WLD and TAO; secondly, projects that combine Layer 2/Roll-up technology with cross-chain infrastructure, such as OP and ARB; the third direction is competitive public chain projects, with NEAR and SOL falling into this category.

In addition, a small portion of funds can be allocated to MEME coins, but it should be made clear that these types of assets mainly rely on fluctuations in market sentiment for profits, making them more suitable for short-term trading strategies. Investors should strictly control their position ratios and set stop-loss points to avoid the huge risks associated with long-term holding. $BTC