Recently, I noticed an interesting phenomenon: many investors are focusing on projects with real application scenarios rather than just chasing hot trends. If you're also considering your deployment strategy around the end of April, these three projects—TON, AVAX, and Chainlink—are definitely worth a deep dive.

First, let's talk about Toncoin. The story of this project is actually quite simple—Telegram has over 800 million users, and the TON wallet is directly integrated into the app. I’ve seen some data showing that the number of people actually using Toncoin for transactions is steadily increasing, especially in emerging markets. Its transfer speed is fast, and the costs are low. The ecosystem is gradually seeing applications like games and NFT tools. Currently, Toncoin’s circulating market cap is around $3.26 billion, evolving from a purely speculative asset into a network with actual utility. This shift from hype to application usually indicates a long-term increase in value.

Avalanche is different. Its subnet design is highly flexible, allowing developers to customize their own blockchains based on needs, which is particularly attractive for gaming and real-world asset applications. I’ve observed a clear rise in institutional interest in these high-performance, customizable networks this year. AVAX’s transaction speed and costs are better than Ethereum’s. Its current price is $9.26, showing signs of recovery based on technical indicators. Although ecosystem development isn’t as lively as top-tier projects, developer activity is steadily increasing.

Chainlink is the kind of project that’s easy to overlook but is truly building the infrastructure. Oracles sound technical, but in essence, they securely bring real-world data into the blockchain. Now, DeFi applications and institutional finance are using Chainlink to access market data and facilitate cross-chain transfers. Recently, they also launched the Functions feature, allowing developers to call external APIs directly within smart contracts. LINK’s price is $9.32. Infrastructure projects like this usually rise with ecosystem prosperity.

To sum up, these three projects each have their own characteristics. Toncoin is driven by Telegram’s social network effect, leading to genuine user growth; Avalanche offers high performance and modular solutions that attract developers and institutions; Chainlink provides the data infrastructure for the entire crypto ecosystem. They are not purely speculative plays but are supported by real application scenarios in their respective fields. For those looking for projects with solid fundamentals, this is indeed a good time to consider focusing on these directions.