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Solana’s decline is closely linked to the fading Meme wave and shrinking on chain activity.

 

Competition has shifted from speed to ecosystem depth, with Ethereum strengthening its position in RWA and infrastructure.

 

Digital Asset Treasury buying provided support in 2025 but could not offset broader bearish pressure in 2026.

WHEN THE MEME TIDE FADES

 

When SOL briefly fell to 67 dollars in early February, market sentiment shifted from doubt to caution. Since the peak in October 2025, SOL has declined for several consecutive months, with a maximum drawdown of more than 70 percent. Even after a short rebound to around 80 dollars, trading volume and on chain activity have not shown strong recovery. The NFT project Mad Lads, once a symbol of Solana’s prosperity, saw its floor price drop from a peak equivalent of more than 40,000 dollars to below 2,000 dollars. The wealth effect faded quickly. A chain once seen as one of the biggest winners of the bull market is now facing a clear cycle test.

 

During the last uptrend, SOL climbed from below 10 dollars to nearly 300 dollars. It became one of the strongest performers among major public chains. High speed, low fees, and the explosive Meme wave formed a powerful growth loop. Pump.fun once launched more than ten thousand new tokens per day. Dogwifhat and Bonk reached multibillion dollar valuations. Celebrity tokens also chose Solana as their launch network. Daily trading volume once reached several billion dollars. At that moment, liquidity and speculation pushed SOL to its historical high.

However, when the Meme wave cooled, the growth logic of Solana weakened. Since the second half of 2025, the graduation rate of Meme projects has dropped sharply. Fewer wealth stories appeared. Capital started to rotate. Data shows that Pump.fun weekly volume fell from tens of billions at its peak to only a few hundred million dollars in early 2026. That is roughly one sixth of its high point. At the same time, part of the traffic moved to BNB Chain. Through the Four.Meme platform and strong community influence, BNB Chain attracted a new round of speculative funds. Capital rotation between chains diluted Solana’s advantage. As Meme demand shrank, so did the need for SOL.

 

FROM TPS COMPETITION TO STRUCTURAL COMPETITION

 

The cooling of Meme activity is not only about lower trading volume. It changed the demand structure of the chain. Many new users came to Solana for short term speculation, not for long term ecosystem participation. When the narrative faded, user stickiness dropped. TVL and active addresses declined together. Incentives and airdrops can create momentum in a bull market, but they are hard to sustain in a risk off environment.

 

At the same time, the broader public chain narrative is shifting. Between 2025 and 2026, the market moved away from leverage driven excitement toward stronger fundamentals and regulatory clarity. Capital returned to Bitcoin and Ethereum. Solana’s key advantage used to be high throughput and low cost. Now competitors are catching up. Ethereum upgrades expanded data capacity and improved parallel processing. Transaction fees fell and throughput improved. The performance gap between Ethereum and Solana narrowed, while Ethereum still holds a deeper developer base and stronger institutional positioning.

In the tokenization trend, more real world assets are deployed on Ethereum. Ethereum hosts far more RWA value than Solana. RWA emphasizes compliance and stability. That is an area where Ethereum has a clear lead. Solana still holds meaningful scale, but it has not yet built a dominant position in this sector.

 

WHY DAT BUYING COULD NOT REVERSE THE TREND

 

In 2025, Digital Asset Treasury companies created extra buying pressure for SOL. Some public companies raised capital and purchased SOL as treasury reserves. During the bull market, this amplified price momentum. But when SOL dropped from above 200 dollars to around 80 dollars, the market value of those companies shrank sharply. Confidence weakened. Locked supply helped reduce circulation, but it could not offset broader market selling pressure. More importantly, new entrants into the treasury strategy slowed significantly.

 

Bitcoin and Ethereum also experienced heavy corrections in recent months. Risk appetite declined across the market. Solana’s founder once asked the community what the biggest challenge is today. Responses included limited ecosystem perception beyond Meme, weak integration with major exchanges, and the need for stronger product depth. These discussions show that Solana is still searching for its next growth engine.

 

Public chain competition is no longer just about speed. It is about ecosystem maturity, regulatory positioning, and real demand. Relying only on high frequency speculation is not enough to sustain long term value. For Solana, the current stage looks more like a post bubble revaluation. Whether the cycle premium is truly over depends on whether Solana can build a new narrative instead of following the old one.

〈Has Solana’s Cycle Premium Ended After Losing 80 Dollars〉這篇文章最早發佈於《CoinRank》。

The launch of ultra short term prediction markets transformed Polymarket from a narrative driven platform into a microstructure trading arena.

 

The trader’s edge came from exploiting short term pricing lag between spot markets and probability contracts, not from long term forecasting.

 

Strict position sizing and systematic profit taking, rather than pure win rate, enabled consistent gains within compressed time windows.

A FIVE MINUTE MARKET TURNS PREDICTION INTO A SPEED GAME

 

When Polymarket launched its 5 minute and 15 minute ultra short term markets in February 2026, it quietly shifted the nature of prediction trading. Traditional prediction markets revolve around macro events such as elections, policy outcomes, or long term asset direction. They function as consensus machines, where price reflects collective belief about a distant future. But once the time frame shrinks to five or fifteen minutes, the structure changes completely. Participants are no longer debating narratives. They are reacting to live volatility. The product stops being a marketplace of opinions and starts resembling a lightweight derivatives venue.

 

In that environment, a wallet named Bidou28old emerged almost immediately. Within less than twenty four hours of activity, the address completed 48 trades and walked away with a net profit of 80,000 dollars. The speed of accumulation drew attention, but the more important detail was consistency. This was not a single lucky strike. It was repeated execution within narrowly defined time windows. The launch of minute level markets created a new arena, and this trader clearly understood the rules faster than most participants.

 

 

HE WAS NOT PREDICTING THE FUTURE. HE WAS EXPLOITING PRICING LAG

 

On the surface, the trades appeared simple. He was betting on whether BTC or ETH would rise within five minutes. But the mechanics reveal something deeper. In prediction markets, price represents probability. Three cents implies a 3 percent chance. Eight cents implies 8 percent. However, during moments of sharp volatility, these contracts do not update as quickly as the underlying spot market. Liquidity is thinner. Order flow reacts slower. That gap between real time price movement and probability adjustment creates temporary inefficiency.

 

Bidou28old repeatedly entered positions priced between 3 cents and 8 cents when short term reversals were statistically mispriced. For example, during a rapid BTC drop, the market would compress the probability of a five minute rebound to extreme lows. If spot order books showed absorption or aggressive buying, the probability was no longer truly 3 percent. By entering at those depressed prices and exiting once contracts repriced toward equilibrium, he captured multiple fold returns without needing extreme directional conviction. Even a move from 3 cents to 40 cents generates more than ten times return. In probability terms, he was buying fear at a discount and selling normalization.

 

 

This approach transforms prediction markets into microstructure arbitrage. The edge does not come from knowing the future. It comes from recognizing when the market temporarily underestimates the immediate present.

 

POSITION SIZING AND RISK CONTROL WERE THE REAL WEAPONS

 

What truly separates this account from impulsive speculation is position structure. Many observers focus on the small price entries, but the larger insight lies in capital allocation. His losing trades were controlled and limited. Several small losses accumulated to more than 10,000 dollars, yet they did not disrupt overall profitability. That indicates predefined risk tolerance per attempt. Losses were part of the statistical model, not emotional errors.

 

More revealing are the winning trades. In high conviction moments, position sizes ranged between 7,000 and 19,000 dollars. Profit per trade consistently fell between roughly 4,800 and 6,400 dollars. This narrow band of realized profit suggests predefined exit logic. He was not chasing maximum payout. He was extracting repeatable percentage moves and recycling capital rapidly. In three consecutive fifteen minute intervals, he generated over 18,000 dollars in under half an hour. That level of turnover implies structured decision making, not reactive betting.

 

 

The pattern shows layered strategy. Small size for asymmetric long shot opportunities. Large size for high probability continuation or reversal signals. Controlled exit once price reached statistical expectation. The success was not built on extreme win rate. It was built on disciplined scaling.

 

SPEED, STRUCTURE, AND THE FUTURE OF ULTRA SHORT TERM PREDICTION MARKETS

 

His trading activity concentrated between 7:30 PM and 11:00 PM Eastern Time, a window that overlaps with post equity market volatility and active global crypto liquidity. This timing suggests alignment with peak order flow rather than random engagement. Traders operating at this level often rely on low latency data feeds, order book analytics, or automated execution assistance. Even without full automation, the decision cycle must be rapid and structured.

 

The broader implication is structural. Prediction markets were originally designed for event based probability discovery. With the introduction of minute level contracts, they enter competition with high frequency trading environments. If professional participants systematically exploit pricing lag, retail users may find it harder to compete on speed. Platforms may need to deepen liquidity, refine pricing mechanics, or adjust participation rules to maintain balance.

 

The 80,000 dollar day was more than an isolated story. It highlighted a transition phase in prediction market evolution. When time frames compress, probability becomes micro volatility. In that compressed space, advantage belongs to those who combine statistical reasoning, disciplined capital management, and execution speed. As ultra short term markets expand, the battlefield will no longer be narrative forecasting. It will be structural efficiency.

〈He Made $80,000 in One Day: How a Top Player Turned Polymarket Into a Cash Machine〉這篇文章最早發佈於《CoinRank》。

While crypto prices weaken, Prediction Markets maintain high activity due to event-driven demand rather than price cycles.

 

Leading platforms remain in pre-token or early TGE phases, creating potential early-stage positioning opportunities.

 

Global sports events like the World Cup could trigger the next major growth phase for Prediction Markets.

 

 

From 2023 to 2026, from Hong Kong to a global stage, institutions from around the world convened once again. As the next decade of digital assets unfolds, LTP looks ahead alongside the industry.

 

🔍What does it feel like to observe—at close range—the front-line pulse of digital assets and traditional finance (TradFi) amid market volatility?

 

On February 9, 2026, Liquidity 2026, the annual flagship institutional digital asset summit hosted by LTP Hong Kong, concluded successfully in Hong Kong. Now in its fourth consecutive year, the event once again brought together senior representatives from hedge funds, market makers, high-frequency trading firms, family offices, asset managers, exchanges, custodians, banks, and technology service providers, marking another milestone in the accelerating convergence of digital assets and traditional financial markets.

 

Throughout the full-day agenda, the summit featured keynote addresses, fireside chats, and in-depth roundtable discussions. Speakers and participants engaged in rigorous exchanges around the evolution of the global financial system, the rise of tokenization, and the rapid integration of multi-asset ecosystems—exploring what new opportunities and new paradigms may emerge as institutional adoption deepens.

 

As the summit drew to a close, a clear consensus emerged across diverse perspectives: at a turning point in the reshaping of the global financial landscape, infrastructure development, regulatory dialogue, and cross-institutional collaboration will be the critical variables shaping the industry’s sustainable growth.

 

This was not merely a forum for ideas, but a defining step in the digital asset industry’s progression toward standardization, institutionalization, and mainstream relevance.

 

For LTP, the industry’s transition into a more mature phase—marked by the fading of hype—also represents the optimal moment for infrastructure, compliance, and sustainable innovation to take root. We remain firmly convinced that lasting value creation resides in the foundational systems that quietly support market operations.

 

From 2023 to 2026, from regional markets to a global perspective, LTP has remained committed to observing, documenting, and actively participating in the structural, institutional, and regulatory evolution of the digital asset industry. The successful conclusion of Liquidity 2026 marks another meaningful milestone in our long-term effort to advance the integration of digital assets and TradFi.

 

Looking ahead, LTP will continue to invest heavily in ecosystem development—championing more resilient infrastructure and more open collaboration—to help shape the next decade of digital assets.

 

With infrastructure build-out, regulatory engagement, and cross-institutional collaboration converging, a healthier, more professional, and increasingly mainstream digital asset era is taking shape.

 

While Liquidity 2026 has just concluded, the marathon toward deep digital asset–TradFi integration is only entering its second half. As a long-term participant and observer, LTP will continue to dedicate resources to ecosystem building and industry dialogue, helping to usher in the next decade of digital assets.

 

A full post-event report, including detailed roundtable highlights and key speaker insights, will be released shortly. Stay tuned.

 

🚩Event Details:

 

Date: February 9, 2026 (Monday)

Time: 8:00 – 17:30

Venue: JW Marriott Hotel Hong Kong

Official Website: https://summit.liquiditytech.com

ABOUT LTP

 

LTP is a global institutional prime broker, purpose-built to meet the evolving needs of digital asset market participants. By applying traditional financial standards to blockchain innovation, LTP provides end-to-end prime services spanning trade execution, clearing, settlement, custody, and financing. Its offerings further extend to institutional asset management, regulated OTC block trading, and compliant on/off-ramp solutions — delivering a secure and scalable foundation for institutions across the digital asset ecosystem.

 

LiquidityTech Limited is HK SFC licensed for Type 1, 2, 4, 5, and 9 regulated activities.

 

Liquidity Technology Limited is BVI FSC licensed to act as a Virtual Asset Service Provider and licensed under SIBA for Dealing in Investments activities.

 

Liquidity Technology S.L. is registered with Bank of Spain as a Virtual Asset Service Provider.

 

Liquidity Fintech Pty Ltd AUSTRAC registered for digital currency exchange, remittance, and foreign exchange service provider activities.

 

Liquidity Fintech Investment Limited is BVI FSC licensed to provide investment management services.

 

Neutrium Trust Limited is registered as a Trust Company under the Trustee Ordinance and licensed as a Trust or Company Service Provider under AMLO.

 

Liquidity Fintech FZE, granted In-Principle Approval (IPA) by the Dubai VARA for a VASP licence (note: IPA does not permit regulated activities).

 

Disclaimer: All regulated activities are performed exclusively by the relevant entities that are duly licensed or registered, and strictly within the boundaries of their respective regulatory approvals and jurisdictions.

 

🌐More details: https://www.liquiditytech.com

 

 

 

 

 

 

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〈Liquidity 2026: Where Global Institutions Converged on the Future of Digital Assets & TradFi〉這篇文章最早發佈於《CoinRank》。

Kritika Kylea Samaniho po jeho odchodu z krypta se jeví jako pokrytecká vzhledem k jeho minulému úspěchu a vlivu v odvětví.



Konfliktní signály kolem Hyperliquid a Multicoin naznačují, že jeho odchod může souviset s interními napětími spíše než s čistým zklamáním.



Navzdory jeho odchodu zůstávají hlavní investoři přesvědčeni, že kryptoměny vstupují do nové fáze dlouhodobého růstu zaměřené na „budovatele“.

Hluboká analýza kontroverzního odchodu Kylea Samaniho z krypta, jeho kritika odvětví, interní spekulace a důvody, proč vedoucí investoři stále věří v dlouhodobou budoucnost krypta.

While crypto prices weaken, Prediction Markets maintain high activity due to event-driven demand rather than price cycles.

 

Leading platforms remain in pre-token or early TGE phases, creating potential early-stage positioning opportunities.

 

Global sports events like the World Cup could trigger the next major growth phase for Prediction Markets.

As crypto sentiment plunges into extreme fear, Prediction Markets are hitting record activity, fueled by real-world events, pre-token momentum, and major global catalysts.

 

CRYPTO MARKET FALLS INTO EXTREME FEAR — BUT PREDICTION MARKETS KEEP SETTING NEW ACTIVITY RECORDS

 

If we look only at price action, there is very little to be excited about in today’s crypto market.

 

After last week’s sharp sell-off, Bitcoin’s rebound has been limited, while altcoins remain broadly weak. Risk appetite has clearly contracted. Market sentiment reflects this shift: according to Alternative.me, the Crypto Fear & Greed Index stood at 25 last month, briefly plunged to 7 yesterday, and despite a mild rebound today, remains firmly in “Extreme Fear” territory.

 

 

Yet against this bleak backdrop, one vertical is moving in the opposite direction — Prediction Markets continue to heat up.

 

On-chain data shows that weekly nominal trading volume in Prediction Markets has risen significantly in recent weeks. Although activity dipped slightly last week, volumes remain near historical highs. This suggests that user demand has not declined with weakening market conditions. Instead, participation has become more stable and resilient.

 

The core reason is simple: Prediction Markets are not driven by crypto price volatility, but by real-world events.

 

From major sports leagues — basketball, football, NFL, tennis, hockey, League of Legends — to macro policy shifts, Fed rate cuts, potential U.S. government shutdowns, and even entertainment topics, new trading opportunities emerge almost every day.

 

(https://dune.com/datadashboards/prediction-markets)

 

As a result, unlike traditional crypto trading that depends heavily on market cycles, Prediction Markets are driven by “event flow.” Their activity is far less sensitive to price trends, allowing them to maintain high engagement even during downturns.

MORE IMPORTANTLY, PREDICTION MARKETS ARE STILL IN THE PRE-TOKEN PHASE

 

Many crypto sectors share a common pattern: by the time most users start paying attention, the token has already been issued, and early-stage returns are largely gone.

 

Prediction Markets, however, are currently in the opposite position.

 

User growth is accelerating, while the token cycle is only just beginning.

 

The strongest signal comes from Polymarket. Its parent company, Blockratize, recently filed a trademark application for “POLY,” covering tokens and related financial services. According to sources, Polymarket’s management has confirmed plans to launch a native POLY token and conduct an airdrop, though the timeline has not yet been announced.

 

This suggests that today’s high levels of trading and interaction may still be occurring in the early phase of a potential airdrop window.

 

Meanwhile, on BNB Chain, Opinion — currently one of the most discussed Prediction Markets platforms — has launched OPN airdrop tasks through Binance Wallet Booster, widely interpreted as a sign that its TGE is approaching.

 

At the same time, Opinion recently completed a $20 million Series A round led by Hack VC, Jump Crypto, Primitive Ventures, and Decasonic, signaling that institutional investors are positioning early in this sector.

 

Market expectations also remain strong. On Polymarket, the probability of “Opinion’s first-day FDV exceeding $500 million” currently stands at 76%, with nearly $4 million in trading volume.

 

 

In a weak altcoin environment, such high probabilities reflect broad expectations that the project may still receive strong price support at launch.

 

Driven partly by Opinion’s upcoming TGE, another BNB Chain platform, predict.fun — which ranks among the leaders in weekly volume — has also seen rising community engagement.

 

Notably, founder dingaling recently stated in Discord that “many things are still in preparation” and hinted at major updates later this month, further boosting market attention.

THE WORLD CUP MAY MARK THE REAL BREAKOUT MOMENT FOR PREDICTION MARKETS

 

This morning’s Super Bowl already provided a clear reference point.

 

On Polymarket alone, trading volume for “Super Bowl Champion” markets exceeded $700 million. A single event generated massive liquidity.

 

However, the Super Bowl is primarily a U.S.-focused event. The World Cup is on an entirely different scale.

 

Compared with a single match, the World Cup lasts longer, features far more games, and attracts global participation. From group stages to knockouts, new markets emerge almost daily: qualification odds, score ranges, matchups, Golden Boot winners, and championship probabilities.

 

This high-frequency event flow over several weeks tends to generate sustained trading activity, rather than short-lived traffic spikes.

 

If the Super Bowl has already proven that major sports events can drive explosive short-term volume, the World Cup is more likely to determine whether Prediction Markets enter their next phase of user growth and liquidity.

 

It is highly likely that many platforms will launch their tokens around the World Cup cycle. From this perspective, the current period may represent one of the best accumulation windows.

 

Personally, in a weak market environment, I would rather place more bets on Prediction Markets than chase underperforming altcoins.

 

 

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〈The Underrated Edge of Prediction Markets: All-Weather Trading Opportunities〉這篇文章最早發佈於《CoinRank》。

CZ’s early Bitcoin bet made him wealthy, but crypto’s biggest missed opportunity came later with AI.

 

FTX’s stake in Anthropic could have been worth over $27 billion, reshaping Crypto–AI relations.

 

The failure to retain AI exposure left crypto sidelined as traditional finance captured the upside.

From CZ’s early Bitcoin gamble to FTX’s lost Anthropic stake, this story explores how crypto missed its biggest chance to shape the AI era — and the billions left on the table.

 

In 2014, just 1 year after first encountering the concept of cryptocurrencies, CZ made one of the boldest investments of his life — selling his apartment in Shanghai and going “all in” on around 1,500 BTC at a three-digit price.

 

12 years later, had CZ never sold, this investment would have generated more than $100 million in profits, with peak returns reaching approximately $189 million.

 

Compared with his later achievement of founding Binance and rising to become an industry leader, the financial gains from this early bet may seem insignificant to CZ himself. But from an outside perspective, this idealistic, all-or-nothing decision remains one of his most widely admired moves.

 

Ironically, however, even someone as decisive and conviction-driven as CZ once missed an opportunity — in a highly dramatic way — that could have delivered returns hundreds of times greater than his famous “sell-house-for-Bitcoin” bet.

FROM AN OVERLOOKED SIDE BET TO THE CENTER OF THE AI SPOTLIGHT

 

In April 2022 (the official announcement date; the deal was actually completed in 2021), FTX made its most important investment in the AI sector — leading Anthropic’s $580 million Series B round with a $500 million commitment. At its peak, FTX held a 13.56% stake, later diluted to 7.84% after multiple subsequent funding rounds.

 

At the time, AI’s transformative potential had yet to fully materialize. Just 6 months later, in November 2022 — the same month FTX collapsed — OpenAI launched ChatGPT, marking the irreversible beginning of the AI “Age of Exploration.” Meanwhile, Anthropic, powered by its Claude series (especially the developer-focused Claude Code), repeatedly stunned the world and gradually emerged as one of the brightest stars of the AI era.

 

 

As Claude continued to evolve, Anthropic’s valuation soared. Capital flooded in, with investors eager to secure a seat on its IPO-bound ship. According to the latest market rumors, Anthropic is in the final stage of a massive new funding round, expected to exceed $20 billion (originally planned at $10 billion but potentially doubling due to overwhelming demand), with a valuation reaching as high as $350 billion. The deal may close as early as this week.

 

Based on this valuation, FTX’s former stake in Anthropic would now be worth approximately $27.44 billion — more than enough to cover, several times over, the reserve gap that ultimately led to its bankruptcy. But history cannot be rewritten, and the outcome was long sealed.

 

It is hard not to acknowledge SBF as a rare venture capital talent. Beyond Anthropic, he also invested at the seed stage in today’s rising star, Cursor. Yet he was clearly not a qualified business operator, especially when it came to risk management.

 

CZ, by contrast, represents the opposite profile. He is an exceptional operator, and Binance’s dominance owes much to his repeated strategic successes. Still, CZ has often stated that he is not a traditional return-driven investor — he does not speculate aggressively and sees himself more as an industry builder than a pure profit seeker.

A RUSHED ENDING: WHAT COULD HAVE BEEN CRYPTO’S GREATEST LINK TO AI

 

You might wonder: 🔍what ultimately happened to FTX’s equity holdings?

 

The answer is straightforward. After FTX’s bankruptcy, all assets — including the Anthropic stake — were placed under the control of the bankruptcy administration team. In February 2024, the court approved the sale of these shares. In March and June of the same year, the team sold 29.5 million shares and 15 million shares for a combined total of over $1.3 billion.

 

The buyers were primarily Abu Dhabi–based ATIC Third International Investment and Wall Street institutions such as Jane Street and Fidelity. In other words, no crypto-native company ended up sharing in this windfall.

 

Whether these assets were deliberately undervalued, or whether there were hidden interest transfers under the guise of bankruptcy liquidation, is no longer central to the crypto industry.

 

 

What truly matters is this: this could have been the strongest intersection between Crypto and AI.

 

In another timeline, whether these shares were held by SBF or CZ, if a leading crypto institution had maintained meaningful influence in the most successful AI company of this era, the “Crypto + AI” narrative might have produced far more ambitious experiments — and possibly unexpected breakthroughs.

 

Those left slapping their thighs in regret are not only CZ.

 

 

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〈The Day CZ Missed AI — And So Did Crypto〉這篇文章最早發佈於《CoinRank》。

Zralost trhu přesouvá zaměření od spekulací k infrastruktuře, přičemž stablecoiny a reálná aktiva se stávají základními.

 

Adopce Web3 vyžaduje abstrakční vrstvy, které odstraňují tření kolem účtů, řetězců, plynu a dat pro běžné uživatele.

 

Partnerství mezi Stellar a Topnod zdůrazňuje, jak bezpečná distribuce a hloubka RWA mohou pohánět další fázi globálního růstu Web3.

KDYŽ NARRATIVY BLEDNOU, INFRASTRUKTURA ZŮSTÁVÁ

 

Na pódiu na Consensus 2026 Hong Kong nebyla konverzace mezi Rajou Chakravortim a Antoniem Liu o cílech cen nebo načasování trhu. Nebyl žádný pokus o oživení místnosti býčími sentimenty. Místo toho se zaměřili na hlubší otázku. Když se trhy skutečně zralí, co vlastně zůstává?

Nejsilnější případ použití blockchainu je finanční infrastruktura, nikoli obecné spotřebitelské aplikace.



Internetové kapitálové trhy umožňují globální, internetově nativní formaci kapitálu nad rámec krypto projektů.



Dlouhodobé přežití ekosystému závisí na skutečných příjmech, ekonomické udržitelnosti a otevřené tržní likviditě.

Na Consensus 2026 v Hongkongu se prezidentka Solana Foundation Lily Liu vrátila k tématu, které opakovala mnohokrát: Internetové kapitálové trhy. Místo mluvení o cenách tokenů nebo statistikách ekosystému se zaměřila na hlubší otázku. Na co je blockchain vlastně dobrý?

Nedávná nadvýkonnost zlata odráží koncentraci kapitálu na konci cyklu, nikoli trvalý posun od teze o uchování hodnoty Bitcoinu.



Obnova Bitcoinu závisí na makro rotaci kapitálu, zatímco dlouhodobý růst Etherea je spojen s institucionálním přijetím, integrací AI a financemi na blockchainu.



Dominantní struktury pokladny digitálních aktiv mohou umocnit expozici směrem vzhůru kombinováním výnosu ze stakingu, síly rozvahy a přístupu na kapitálové trhy.

Na Consensus Hong Kong 2026 Tom Lee předal jasnou a disciplinovanou zprávu. Kryptoměnový trh čelí strukturálnímu poklesu. Prochází dočasnou dislokací. Zlato překonalo výkon za poslední rok, zatímco Bitcoin a Ethereum se potýkají. Tato divergence však nenaznačuje konec teze o digitálních aktivech. Místo toho může znamenat pozdní fázi cyklu rotace kapitálu.