Opportunities in 2026 1⃣ Precious Metals - Going against the tide of history is okay, new currency + commodity cycles 2⃣ AI - AI’ Crypto (Dualistic Token) - The real AI projects that create agents; last year's were just empty slogans. - The browser wars aren't fierce enough yet. 3⃣ Crypto Gambling - To be honest, Polymarket's auxiliary tools won't have a high ceiling. If a token is issued, jump in and speculate a couple of times, but don't be greedy. 4⃣ Farcaster - Chinese capital entering the Farcaster ecosystem - Farcaster tells the story of X valuation. 5⃣ Stablecoins - Euro stablecoins - The second generation of Ethena and Falcon's imitators; big players speculate on the annual token, small players speculate on the governance token. 6⃣ EVM - 1-2 intermediate EVMs - DeFi is useless; rely on deposit-taking + Ponzi schemes. 7⃣ Web3 Light Applications with the "Lipstick Effect" - Mobile endpoints click-to-click. It looks impressive but is actually quite low-class.