POL's recent rally actually has a pretty clear logic. With leading prediction markets like Polymarket on the chain, POL naturally captures value—this is the most direct profit-making logic. As for when Polymarket will build its own L2 on Ethereum, that's a story for later.

However, POL is just one example. There are many other projects in the market with similar value capture potential, but the market hasn't truly scaled up yet. Have you noticed that liquidity is gradually returning? That's a signal. Instead of frequently reallocating positions, it's better to hold the target tokens until they reach the expected price levels. Opportunities like this are really rare.

Regarding personal holdings, I hold Binance Coin spot. From a technical perspective, the high point reached on the day of the contract breakout should only be a matter of time. This round of correction might be the last chance to get on board.