2026-01-16 09:37:14

The Solana ecosystem has recently entered a frenzy period, with the frequency of project explosions clearly accelerating.

In the face of this market situation, we actually have only two options.

One is to chase the leading projects, betting on whether this round of hype can continue. This approach is straightforward but also the most money-burning—once the leader pulls back, the entire sector often follows, requiring strong psychological resilience.

The other is to deploy small amounts of capital into projects with decent fundamentals but that haven't gained much popularity yet. The premise is to be prepared for total loss. Many projects disappear in this way.

What really worries me is the middle-ground operation—say, investing a few million in several moderately popular projects. The risk lies here: when the leading projects drive the entire sector to pull back, these types of projects are most likely to collectively explode. I've seen many people lose over 100,000 USDT doing this.

Recently, I looked at a few relatively hot projects. Honestly, it's hard to find any innovation. Projects like ai16z, launchcoin—once popular—don't seem to have any particularly advanced technology upon experience. Basically, their prices are supported by hype; when the hype fades, the project's value needs to be reassessed.

In this environment, you need to think clearly whether you truly believe in the fundamentals or are just betting on emotions.

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UncommonNPC

· 4h ago

The mezzanine layer is the most prone to fatalities; I've seen quite a few like that.

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NFTDreamer

· 5h ago

The middle tier is really the easiest to be squeezed out; I've seen too many cases of such heavy losses.

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MEVSandwichMaker

· 5h ago

That's so true. The middle tier is indeed the most dangerous, I've seen too many people fall here. Emotional trading is like that; once the hype fades, nothing remains. Whether chasing the leader or small bets, the middle section is definitely a dead zone. AI16Z doesn't have much substance, yet people are still hyping it. Bitcoin's rise is the real key; don't mess around.

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MerkleDreamer

· 5h ago

Moderates suffer the biggest losses; I truly understand this feeling deeply in this wave.

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MaticHoleFiller

· 5h ago

Mid-tier projects are indeed the easiest to hit a snag; my friend lost money that way. The statement "popularity supports price" is spot on; that's how it's played now. Instead of chasing medium popularity, it's better to go all-in on leading projects or just ride the hype, betting on the atmosphere. Experiencing ai16z once makes it clear—it's just a conceptual shell. Honestly, it's all about who runs first now; once the hype fades, it's over. Solana is going crazy this wave, but it feels like it's about to explode. Risking everything and losing it all—are they truly believers or just fools? Small-scale trial and error is sensible; those few projects worth millions are definitely dead ends. But on the other hand, has anyone really made a profit?

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