Amy 加密看客
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Amy 加密看客
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Block User
Ex-CMO， ENFJ 主人公。热衷建设 AI和Crypto。 定居香港。
7 Following
68 Followers
100 Liked
Posts
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The pricing logic in the coin world has changedIn the past few years, if you ask me what I think about Crypto, my first reaction usually goes to narrative.
Which chain has the biggest story, which protocol/ecosystem is growing the fastest, and which founder can explain the roadmap most clearly. At that stage, Crypto was a lot like early internet investing—you were betting on the direction of the track, technological imagination, and how quickly community sentiment spreads.
Over the past two years, I’ve become increasingly clear that this framework alone isn’t enough anymore. The market has started to feel more realistic, and the focus of pricing has shifted. What’s more likely to capture a premium now are things that are more like capital entry points, can absorb liquidity, and also have an asset function.
The pricing logic in the coin world has changed
In the past few years, if you ask me what I think about Crypto, my first reaction usually goes to narrative.
Which chain has the biggest story, which protocol/ecosystem is growing the fastest, and which founder can explain the roadmap most clearly. At that stage, Crypto was a lot like early internet investing—you were betting on the direction of the track, technological imagination, and how quickly community sentiment spreads.
Over the past two years, I’ve become increasingly clear that this framework alone isn’t enough anymore. The market has started to feel more realistic, and the focus of pricing has shifted. What’s more likely to capture a premium now are things that are more like capital entry points, can absorb liquidity, and also have an asset function.
Which chain has the biggest story, which protocol/ecosystem is growing the fastest, and which founder can explain the roadmap most clearly. At that stage, Crypto was a lot like early internet investing—you were betting on the direction of the track, technological imagination, and how quickly community sentiment spreads.
Over the past two years, I’ve become increasingly clear that this framework alone isn’t enough anymore. The market has started to feel more realistic, and the focus of pricing has shifted. What’s more likely to capture a premium now are things that are more like capital entry points, can absorb liquidity, and also have an asset function.
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As long as you still have even a little $BTC position in your hands, or you’ve still been wondering where to put your next chunk of money,
then this time, you can’t just look at the price of the bounce.
Because the real question right now isn’t whether $BTC is going up,
but where the money will go back to.
Will it keep flowing back into BTC?
Or will it first move into $SOL, stablecoins, and RWA—those infrastructure plays with stronger real-world applications?
In this episode of our podcast, we discuss:
1. $BTC has bounced, but don’t rush to call a reversal.
What really matters is whether ETF funds have returned.
2. Even the old narratives—Strategy and Michael Saylor’s story line—are starting to loosen.
What’s deciding $BTC now is more like money flows and institutional demand.
3. If this round of money really does come back, it may not come back to BTC first.
Infrastructures like $SOL, stablecoins, and RWA may be the ones to benefit earlier.
🎧 Welcome to listen on Xiaoyuzhou to this episode of “Amy Crypto & AI Daily”
t.co/FH5kaw32t1
As long as you still have even a little $BTC position in your hands, or you’ve still been wondering where to put your next chunk of money,
then this time, you can’t just look at the price of the bounce.
Because the real question right now isn’t whether $BTC is going up,
but where the money will go back to.
Will it keep flowing back into BTC?
Or will it first move into $SOL, stablecoins, and RWA—those infrastructure plays with stronger real-world applications?
In this episode of our podcast, we discuss:
1. $BTC has bounced, but don’t rush to call a reversal.
What really matters is whether ETF funds have returned.
2. Even the old narratives—Strategy and Michael Saylor’s story line—are starting to loosen.
What’s deciding $BTC now is more like money flows and institutional demand.
3. If this round of money really does come back, it may not come back to BTC first.
Infrastructures like $SOL, stablecoins, and RWA may be the ones to benefit earlier.
🎧 Welcome to listen on Xiaoyuzhou to this episode of “Amy Crypto & AI Daily”
t.co/FH5kaw32t1
then this time, you can’t just look at the price of the bounce.
Because the real question right now isn’t whether $BTC is going up,
but where the money will go back to.
Will it keep flowing back into BTC?
Or will it first move into $SOL, stablecoins, and RWA—those infrastructure plays with stronger real-world applications?
In this episode of our podcast, we discuss:
1. $BTC has bounced, but don’t rush to call a reversal.
What really matters is whether ETF funds have returned.
2. Even the old narratives—Strategy and Michael Saylor’s story line—are starting to loosen.
What’s deciding $BTC now is more like money flows and institutional demand.
3. If this round of money really does come back, it may not come back to BTC first.
Infrastructures like $SOL, stablecoins, and RWA may be the ones to benefit earlier.
🎧 Welcome to listen on Xiaoyuzhou to this episode of “Amy Crypto & AI Daily”
t.co/FH5kaw32t1
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While others are flexing at the Web3 conference in Hong Kong, chasing clout, I'm based in Hong Kong, grinding with my team on product—wrapped up three things in just three days.
1/ Open-sourced Hubble research analyst's Data Skills. Read and saved more than ever, with traders and analysts actually leveraging it—1,385 calls in 2 days, covering 76 endpoints. Keep the feedback coming for iteration.
2/ Fully standardized our marketing capabilities: market strategies, content frameworks, designer workflows, video templates all revamped, and the brand visual standards got a makeover too. The team’s copy and visual output efficiency has at least doubled, and the quality is more consistent.
3/ Had deep face-to-face discussions with early core users of Hubble. Hearing their real scenarios and pain points has solidified our commitment to the product direction and long-term value in this niche.
The buzz of the conference is temporary. What truly matters in a bear market is building solid tools, efficiency, and user value step by step.
Not chasing clout, but creating real output.
What are you building in the bear market?
While others are flexing at the Web3 conference in Hong Kong, chasing clout, I'm based in Hong Kong, grinding with my team on product—wrapped up three things in just three days.
1/ Open-sourced Hubble research analyst's Data Skills. Read and saved more than ever, with traders and analysts actually leveraging it—1,385 calls in 2 days, covering 76 endpoints. Keep the feedback coming for iteration.
2/ Fully standardized our marketing capabilities: market strategies, content frameworks, designer workflows, video templates all revamped, and the brand visual standards got a makeover too. The team’s copy and visual output efficiency has at least doubled, and the quality is more consistent.
3/ Had deep face-to-face discussions with early core users of Hubble. Hearing their real scenarios and pain points has solidified our commitment to the product direction and long-term value in this niche.
The buzz of the conference is temporary. What truly matters in a bear market is building solid tools, efficiency, and user value step by step.
Not chasing clout, but creating real output.
What are you building in the bear market?
1/ Open-sourced Hubble research analyst's Data Skills. Read and saved more than ever, with traders and analysts actually leveraging it—1,385 calls in 2 days, covering 76 endpoints. Keep the feedback coming for iteration.
2/ Fully standardized our marketing capabilities: market strategies, content frameworks, designer workflows, video templates all revamped, and the brand visual standards got a makeover too. The team’s copy and visual output efficiency has at least doubled, and the quality is more consistent.
3/ Had deep face-to-face discussions with early core users of Hubble. Hearing their real scenarios and pain points has solidified our commitment to the product direction and long-term value in this niche.
The buzz of the conference is temporary. What truly matters in a bear market is building solid tools, efficiency, and user value step by step.
Not chasing clout, but creating real output.
What are you building in the bear market?
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