2026-01-17 12:07:20

I actually don't want to follow the trend and chase the rally in this round of Sei. Recently, the $CLO market movement was like a signal flare, indeed stimulating the return of funds and popularity. But that's the problem—after the gunfire, the real test is: who can consolidate this heat into a tangible structure, who can establish that kind of self-sustaining competitive advantage.

Right now, I'm focusing on two projects. Neither of them constantly touts the concept of issuing tokens, but their positions in the ecosystem are solid: Monaco and Takara.

The former is exploring at the application level, while the latter delves into infrastructure. Neither is supported by hype but by real work. That’s the direction I want to pay attention to. The heat will eventually fade, but what remains will always be the solid stuff.

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AirdropHunterKing

· 4h ago

This guy is right, the $CLO hype is just hot air; only the ones that truly settle down are valuable. I'm also watching Monaco and Takara, need to carefully verify the contract addresses. These two are indeed working seriously, unlike some projects that just blow air coins all day.

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POAPlectionist

· 16h ago

Stay calm, I agree with this statement. The recent hype around CLO was just market excitement; only the projects that truly settle down are valuable. Monaco and Takara are indeed low-key, without many gimmicks, but their fundamentals are solid. Projects like these are more reliable in the long run.

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TopBuyerBottomSeller

· 01-17 12:36

Well said, this wave indeed tests human nature. I also don't want to be carried away by the hype of $SEI. I'm also paying attention to Monaco and Takara, especially Takara's infrastructure approach, which is really solid.

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MeaninglessGwei

· 01-17 12:35

Once the hype fades, you'll know who was swimming裸. Monaco and Takara, who work quietly, are actually more solid. Not following Sei this time was the right move.

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SillyWhale

· 01-17 12:32

Instead of chasing after rising prices, it's better to look for projects that are truly building. Monaco and Takara are indeed interesting. If you're tired of daily hype about concepts, then practical, real-world implementations are more appealing.

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LiquiditySurfer

· 01-17 12:29

Hmm, I buy this logic. Popularity is like waves; it rushes in quickly and recedes even faster. The real surfing spots are those projects that quietly build liquidity depth.

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LoneValidator

· 01-17 12:16

Speaking of Sei, this wave is indeed easy for CLO to set the tone, but how much of the accumulated stuff can actually survive? I've also looked at Monaco and Takara, but I think the ones that can truly survive are still those that nobody pays attention to.

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PoetryOnChain

· 01-17 12:11

Popularity is just fleeting; those who truly survive have real substance. Monaco and Takara are indeed different; they don't rely on empty talk to fool people.

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