What will be the narrative thread of the next bull market?

The main line of the bull market narrative must not be a multi-billion-dollar project at the outset. It usually gives you a long-term low-cost purchasing opportunity.

And the story is no longer a poorly played story.

Here we first exclude a few popular ones: public chains, L2, dot, and fil.

Why do I single out dot and fil? Because cross-chain and decentralized storage are good, but these two projects are already rotten, too many locked-in shares, and the early market value is too large, so there is no chance of rising. Instead of continuing to work on this project, it is better to launch a new one. It may be too early to say this now, but this is what I can see now.

BRC20 is a very good opportunity to make a small investment for a big gain. As the leading ecosystem of Bitcoin, OKX has basically invested all in BRC20, and its market value is only over 1e USD.

I haven't calculated the market value of Ethereum ecosystem in detail, but I roughly calculated that the market value of TVL plus tokens should exceed the market value of ETH. Assuming that Ordi is only 10% of BTC's market value in the end, when BTC is 3 times the value in the bull market and 90,000 US dollars, Ordi is 900e US dollars. There is still room for hundreds of times. This is a big pie ecosystem.

No one knows whether Ethereum will die in the future, but Bitcoin is eternal. The Bitcoin ecosystem will definitely rise. Even if Ordi is dead, there will be new ones. Now the new ones haven't come out yet, all you can do is hold on to Ordi and don't fall off the bus accidentally. Excluding 100 times, when Bitcoin is 300u, why did you study the 250u-350u band? If you get off the bus, you will have no chance to get on. Now Ordi has rushed to 15, don't you wait for the callback and rush directly? If you wait for the callback, you will wait until 30? You are still waiting for the callback? It will be 80 the next day.

For relatively certain opportunities, keep a good bottom line. Don’t make random moves. As long as the story is good, the ecosystem and tools will gradually be matched.

Uniswap has launched the market, and within a few days, the wallet supports BRC20 tokens. More and more exchanges are also online. Today, Unisat is about to launch Ordinals native swap. Of course, Ordi may return to zero, but I think this possibility is not very high. Secondly, you can find projects like Ordi, just invest a small position and wait.