Recent project adjustments are still interesting. The black horse projects with a market cap of around 2 million have attracted quite a bit of attention. The core logic is optimistic about their competitive narrative with leading projects in the SOL ecosystem—this kind of confrontation pattern helps maintain purchasing power at high market caps, using the ecosystem's capital to support the price.

As for the blue-chip projects at the 40k level, they are more like lottery bets. The market's enthusiasm at this level often surges rapidly, but whether it can be sustained depends on the subsequent fundamental developments. The actions within the SOL ecosystem have indeed been accelerating over the past two years. Choosing the right projects to participate in and timing are still tests of investors' judgment.