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从这轮反弹行情来看，上轮的明星币如link，dot， uni，sushi，shib这些要被历史抛弃了。资金都是玩新不玩旧了。没有新的叙事，很难再吸引资金进去抬杠这些过气老币。
目前看到的一些新叙事主线:
1 Layer2龙头Optimism、Arbitrum和上面的生态。代币是:op、magic
2 质押概念。ldo，ssv。流动性质押是下轮牛市很重要的叙事，百倍币肯定在这个赛道出现。
3 去中心化交易，杠杠，期权。dydx，gmx，gns4 崛起的新公链。apt，ftm。
5 香港概念。代表是cfx(国产公链)、ACH(支付龙头)、key。这三个是香港概念炒作资金量最大的。
6 比特币生态。代表是stx,rif。stx的问题是市值已经到10亿美金，空间貌似有限了。