The TCG track's preparation and harvest periods have at most two quarters remaining, with expectations around the Pokémon 30th anniversary and the heat generated by Kayou's listing 🔥



The opportunities contained herein: A-shares have Kayou-related targets, such as the current TCG leading stock: Jinghua Laser (exclusive core supplier for Kayou, providing high-end anti-counterfeiting, hot stamping, laser film technology), which also includes the grain economy concept

Hong Kong stocks are waiting for Kayou's IPO, with expectations of becoming the second Popmart

As well as a host of Web3-related projects, which are currently still in the preparation phase

Actually, this timing is definitely sufficient for project teams to refine their projects. For us participants and investors, the pace will be very comfortable—in half a year, no matter what, you'll have left the novice stage

This time cycle is also my golden standard for selecting investment targets. Too early and projects tend to fail, too late and you can't catch the hot opportunity. When the leader, second place, and third place are all determined, the odds drop rapidly. I generally don't take the tail fish.

If it becomes particularly explosive by then, it's not ruled out that some projects set up scams to harvest retail investors, with financing parties and teams that look extremely impressive, but have no actual products or even understand the track poorly, just package it up and come harvest retail investors. However, that's something for the later phase. For now, if you're optimistic about this track, just study more.
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