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The TCG track's preparation and harvest periods have at most two more quarters remaining. It's expected that around the Pokémon 30th anniversary celebration and the hype brought by CAG's IPO 🔥
There are opportunities here. In A-shares, there are targets related to CAG, such as the current TCG leading stock: Jinghua Laser (core exclusive supplier for CAG, providing high-end anti-counterfeiting, hot stamping, and holographic film technology) and also includes the grain economy concept.
In Hong Kong stocks, we'll wait for CAG's IPO and new share placement, with expectations for the second Bubble Mart.
And along with Web3-related projects, they're all still in the preparation stage currently.
Actually, this timing is definitely sufficient for project teams to polish their projects. For us as participants and investors, the pace will be very comfortable too. In half a year, no matter what happens, you'll definitely get out of the beginner's village.
This time cycle is also a golden standard for how I select investment targets. Too early and it's easy to fail, too late and you can't catch the hot momentum. Once the leaders, second, and third places are determined, the odds plummet rapidly. I generally don't take the fish tail end.
If it becomes particularly explosive by then, I wouldn't rule out some schemes and scams squeezing out returns, with financing parties and teams that look extremely impressive, but have no actual product—or are even unfamiliar with the track—just packaged up to harvest retail investors. However, that's something for the later stages. Right now, if you're bullish on this track, just keep learning.