What is the underlying logic behind crypto investing in pursuit of value? What is worth betting on?

The underlying logic is to go with the flow. This is not a big, empty statement. Let’s break it down: the ability to recognize trends, the courage to bet, and the unity of knowledge and action (the unity of knowledge and action) are the only ways to follow the trend. This trend can be divided into big trends and small trends. For example, the functional network and decentralized network just mentioned are the big trends, which can solve the problems of trust and financing efficiency in the long run. Minor trends are waves of hot spots like DEFI mining, NFT, synthetic assets, IPFS, etc. There are also trends like zoos, although some animal tokens are really ridiculous to the extreme, helping outsiders further demonize blockchain. But there is at least one benefit: speeding the Defi out of the loop. Defi has a high bar, but any enrichment will drive your brothers and sisters to learn how to use Uniswap, Pancake, Pilot, and now they’re better at it than you are. Endogenous motivation is the source of all progress. Which trends are worth betting on? Personally, I think infrastructure construction, Layer2 and Ethereum V3 are all worthy of research and investment. Specific to the project, whether the core members have seen the world, whether they have a big vision, and whether the technology is innovation-driven enough need to be studied. And most importantly, don’t put all your eggs in one basket. You need to be very clear about how much risk you can take, and then think about how to allocate your assets, spread your risk, and maximize your return.