Interesting market pattern emerging lately. Projects like XPL, MONAD, and STABLE have all experienced notable pullbacks despite favorable market conditions, particularly during the broader TGE period.

Looking at the bigger picture, there's clear investor interest flowing across the new chain sector. However, this enthusiasm appears to be spreading thin across multiple launches simultaneously - essentially diluting individual project momentum with each successive token generation event.

Once we move past this major TGE cycle, the real opportunity could present itself. At that point, capital might consolidate toward the strongest performers. For my portfolio, XPL stands out as the most compelling long-term choice among these emerging infrastructure plays.