Jake Brukhman, founder and CEO of CoinFund, wrote on X: "Amid the hustle and bustle of the bull market, I am focusing on the following key areas (from specific to general):
Decentralized AI:
- Companies that focus on solving Web3 AI reasoning problems and make them available to Web2;
- Companies that can effectively handle verifiable reasoning problems;
- Companies that support open public networks, promote decentralized training, and compete with large technology companies;
- Companies committed to optimizing decentralized training data pipelines;
Institutional adoption:
- Public networks (possibly blockchains) open to institutions and enterprises;
- Compliant and transformative DeFi products that eliminate counterparty risk, such as fully decentralized dark pools;
- Leading companies that use stablecoins to promote the development of B2B payments;
- Companies that provide stablecoin-related services to promote their future development;
Blockchain infrastructure: Early projects with potential in areas such as scalability, interoperability, API services, intent, zero knowledge, MPC, etc.;
Consumer cryptocurrency: Crypto projects with non-SaaS business models that have attracted attention."