Written by: Sleeping in the Rain

GM, the December Outlook is here. Let me give you two excuses. I have been too busy and tired recently. I have been checking projects every day and I don’t have enough energy to write anything. But the monthly outlook should be writtenXiaobai NavigationIt still needs to be written, at the latest, with guaranteed quality and quantity.

1. Games

Games are the narrative that I am most optimistic about at the moment, but I think the problem now is that it is not easy to get on board. Therefore, in the end, if we want to participate in the hype of a certain game asset, we must conduct research + practice, so that we can use logic to support our entry and exit.

My cost for Bigtime was 0.19, and I sold it at around 0.6.

Other game-related concepts include: RON BERRY Pixels Online/Treeverse/GMT/PRIME.

I hold RON (chain), BERRY (sub-coin), and Pixels Online Land NFT (game NFT) (arranged from largest to smallest).

Thanks to Pixels Online, Ronin's daily activity has reached 115K/day. If you have read the official Twitter of Pixels, you will find that it is promoting the upcoming $PIXELS - although we don't know the specific rules of token issuance, it is clear that the issuance of $PIXELS will attract a wave of market attention, and the game will also usher in new growth. Ronin is also working hard on marketing related to Pixels Online.

Judging from the official marketing trends, Pixels will be the focus of Ronin for some time to come.

In addition, Ronin officially announced its cooperation with Binance Pay on December 1. This is also a point worthy of our attention.

Treeverse

According to the official announcement, the development version of the Treeverse game will be released in late December/early January. To use the words of the team's Substack monthly report, it is "wait for Dec for the big banger!" From my personal preference, I still like the style of Treeverse.

In addition, Treeverse has just completed a new $2.5M financing.

"This round includes founders and executives from companies like Animoca Brands, Sky Mavis, YGG, Faze Clan, Immutable, Pudgy Penguins, Pixelmon, Pixels Online, Pixel Vault and more."

GMT/Gas Hero

The logic of GMT is very simple. Gas Hero can create buying expectations for GMT in the secondary market. However, the price performance of GMT is average, emmm... But I still hold it.

In addition to these, SugarTown is also in my portfolio, but I only have 2 NFTs. My logic is also very strange. The background of SugarTown (the game is also very simple, a parkour game) is a subsidiary of Rockstar, and Rockstar is about to launch GTA6, which has attracted a lot of market attention. SugarTown has also been taking advantage of it, so maybe it can get some market attention.

SugarTown has also posted some PUA content recently.

Parallel PRIME has been mentioned many times before, so I won’t go into details. I am personally very optimistic about it and I also have a position in it.

In addition, in my watchlist, there are Space Nation (recently doing a lot of marketing activities), Gamee, Magic (expectations for blockchain and new games), Grape, Shrapnel (may release game products in December, with good investment background), Meta Merge (a sub-project of Dianyang), Credles (Bigtime imitation) and Seraph (very good game quality)

Of course, there are still many opportunities in the gaming sector. With the bull market coming, I don’t have enough energy to support me in looking at all the projects, so if you are optimistic about a certain project, you can also leave a message and we can discuss it together.

2. Thorchain

I have already shared a lot about the logic of Thorchain in previous tweets, such as its economic model and its current positioning. I will not elaborate on it here.

I am firmly bullish on Thorchain and its Fork Maya Protocol CACAO Chainflip FLIP.

Solana

Previously, my operations on Solana were all about brushing points, brushing points for Jito, Margin, and Solend. Now that Jito has taken a snapshot and Solend has settled the rewards, I will shift the focus of brushing points to Margin.

As for Jupiter, I personally think that the current price on Aevo overvalues JUP, so I will not participate in the opening.

The best way to participate in the Solana ecosystem is to see what the Solana officials are working on. For example, in addition to DeFi and Gaming, they also did hackathons.AI, DePIN and Grant for payment. Therefore, we only need to judge the opportunity according to the official inclination of the chain.

To be more specific, Solana launched DePIN, so what projects did it launch?

Hivemapper

Hivemapper's native Token HONEY also became one of the most popular targets in the market when the Solana ecosystem was launched.

It is also worth mentioning that PYTH is also a project I focus on. I think the big opportunity for PYTH should be next year. Whether it is the governance-determined fee model or external cooperation, it is a good catalyst for PYTH.

IV. Inscription

I am not a deep participant in inscriptions, but I think inscriptions meet the needs of many parties, so they also contain many opportunities. For miners, the activity of the BTC ecosystem increases, and miners' income will also rise. For the market, new concepts and narratives bring new wealth opportunities. On CEX, I will pay attention to $ORDI $SATS, and on the chain, I will pay attention to Nostr related things.

五、AI

AI concept token is the best performer this yearTokenI haven’t done much research on this aspect. The reason I was optimistic about this track at the beginning of the year was that I thought it would replicate the wave of Facebook changing its name.

When doing AI narratives, you often have to follow special events in the real world, such as the founder of OpenAI leaving the company and then returning to power; certain highly anticipated AI summits, etc. I would consider focusing on $FET $OLAS.

6. ETH and its ecosystem

$BLUR

Everyone knows about BLUR. I personally think that Blast's valuation is supported by its TVL, and BLUR price is the external performance of Blast's valuation (in the short term). Because BLUR can be staked to earn points, and the longer you earn points, the higher the multiplier you get. At present, many people have started hedging + staking, and the hedging fee is positive most of the time, which means that the fee will also become one of the sources of income for BLUR miners.

My personal operation is to buy BLUR + pledge to gain points.

$ARB

What about ARB? Although I got off the train, I am still optimistic about it. The first reason is the fundamentals of ARB, which is also the logic for many people to get on the train. Including Arbitrum’s recent ecological incentives and Layer3 narrative (XAI will start node sales on December 7), these are all gain BUFFs for the Arbitrum ecosystem. Another reason is the unlocking of ARB next year.

7. Cosmos

In addition to the well-known $RUNE $CACAO $FET $KUJI, I personally think that $STRD will also become one of the opportunities for the Cosmos ecosystem. However, I don’t hold any positions yet (the positions are too full).

For details, please see this article:

https://www.modularcapital.xyz/writing/stride

The article comes from the Internet:December Outlook: Games are my most promising narrative

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