Solana AI (MEME) chose $spark, and opened a position of less than 1 point from 12m to 15m. To be honest, this point in time is more risky, note that this is not the second wave, this is the first wave of the on-chain trend, because the real wealth effect has not yet come out to confirm the start of the on-chain trend. At the same time, Spark's market cap is low, and the FDV is currently only 12M, so be careful not to FOMO. After talking about the risks, let me tell you the reason for opening a position: 1️⃣ Narrative After looking at the targets that have been FOMO recently, from my personal preferences, I chose a team that seems to have the most interesting narrative, has a certain novelty, and continues to do things. 2️⃣ Second stage The front rebounded from 14m to around 40m, and then fell back, there is a feeling of accumulation range, but it still needs to be confirmed on the daily line, if it falls, the risk is to fall back to 2-3m. 3️⃣ Trends I personally think the market is not over, and on-chain and altcoin liquidity will tend to be better in the next few months. Therefore, I chose BAS (currently 3X) in the BN track, BLOCK in the WLFI track (currently slightly profitable), and Spark in the Solana track. If the trend judgment is wrong, then admit it, this is both an opportunity and a risk. Once again, this is inconsistent with the theory of the second wave, which is betting on the first wave of the trend.