As The Market Regains Momentum In the Bull Market, Which Exceptional Projects Has Foresight X Identified?

Whenever the market transitions from a bear market to a bull market, there is a significant surge in market liquidity. For investors, how to seize the opportunity and identify the investments with the highest potential for gains during this period? Historically, VCs have been adept at implementing "counter-cyclical" strategies and discerning shifts in market sentiment. They typically capitalize on opportunities ahead of others: during bear markets, they broaden their investment scope, leveraging their advantages such as market insights and incubation resources, which individual investors may not have access to. This allows them to position themselves ahead of the curve in promising sectors and projects, ultimately benefiting from the early gains of the bull market through the wealth effect of leading tokens. Using the pivotal year of 2023 as a case in point, various concepts such as the Bitcoin BTC/USD Ecosystem, Solana SOL/USD Ecosystem, LSD Protocol, Modularity, and Re-Staking have taken center stage in succession. Whether it's the initial surge of excitement surrounding BTC Layer 2 infrastructure driven by the Ordinals, or the remarkable performance of modular new projects like SEI SEI/USD and TIA TIA/USD, many of these represent early-stage investments that leading VCs had strategically positioned themselves in. Therefore, for ordinary users, tracking the project allocation of VCs, particularly prominent ones, undoubtedly offers the most indicative direction. Essentially, the investment landscape of VCs comprises "premium seed players" filtered through their investment research and industry judgment—the more exceptional a VC's track record, the greater its reference value. Against this backdrop, as a representative of the new generation of crypto VCs that have swiftly emerged during the industry reshuffle of the past two years, Foresight Ventures is renowned for its contrarian large-scale positioning. It spans various sectors such as AI, DePIN, BTC L2, Data, On-Chain ML Models, and LSD, demonstrating a high sensitivity to investments and a keen ability to explore hotspots. In this context, this article explores the investment inclinations of prominent VCs regarding the emerging narrative of Web3 in 2024. It does so by scrutinizing the incubation projects of Foresight X, the accelerator under Foresight Ventures, over the past year. The objective is to identify potential "seed players" poised to lead the narrative in 2024.

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