Adiran Kong

Author: Kong Weicheng

Primary Assets

$BTC / AR / $XMR / $TRX

They have only one thing in common:

Usage itself = An unavoidable payment behavior.

• BTC: To settle value in the world, one must buy block space

• AR: To permanently store data in the world, one must pay AR

• XMR: For private transactions in the world, one can only use XMR

• TRX: To settle stablecoins in reality, one must freeze TRX to operate

👉 No subsidies

👉 No "gas-free"

👉 No team to back you up

If the world doesn't use them, there’s no demand; once the world uses them, payment is a must.

These types of assets are not operated by a team but are enforced by the real world usage.

Other coins, such as $AKT , $FIL , etc., can be used to buy services, but I can use them when needed, and there’s no need to store wealth. Big companies using these services is not cheaper than building their own.

Individual users’ spending is low, so there’s no need to use technology like blockchain; you must come to buy tokens. These coins have some utility, but they’re not suitable for storing wealth.
$AR

Indeed, whether it’s $ZEC or $XMR , I can buy it when I need to make a private transaction, and then switch back to stablecoins afterward. Why would I store my wealth in these tokens?

Make an extreme assumption:
If the consensus around $BTC and $AR disappears at the same time, and everyone believes both are worthless.
Then $BTC would go to zero,
but for AR—when it is about to approach zero, if one dollar buys ten thousand AR tokens—there would be real storage demand, and storing 1mb of data would make AR, with 10,000 tokens, enter the storage fund (effectively similar to locking).
So the lower the AR price, the faster the tokens get locked, to the point where it’s impossible for AR to reach zero.
Self-adjusting!
This is the token’s “wealth storage” feature.

$AR only needs to hold AR; it will never disappoint you.
Encryption can be without $BTC , but it will never be without $AR

People who like holding cash,
holding $FIL is far less good than holding $AR

$AR The hardest days are behind us, and global liquidity will be released over the next few years.
$AR has just broken through a W-shaped bottom on the daily chart and is now holding its support.
$AR ’s weekly chart turned green a few weeks ago. In AR, it also officially entered a deflationary state last year, and the amount locked in storage funds driven by real usage is greater than the amount unlocked.
The music has just started—hold tight, hold it well.

$AR From the bottom, $AR has already tripled,
and from the weekly chart, $AR 's uptrend cycle has only just begun.
You must not get off the train.
In this cycle, the returns will be very impressive!

$ZEC I have always believed that the privacy coin sector has already reached its peak,
returns are nowhere near $AR , privacy coins can be used for transfers, but they are not suitable for storing wealth.

$AR holds the support level, with declining volume, and is about to enter an uptrend.

$AR Next upswing, target price $10.

$AR tech chart volume has shrunk again—when trading volume shrinks to the point of having nowhere left to go.

The next pump is coming. No institutions are shorting with positions to sell.

Those who were left behind will find it hard to buy back at the original price.

$AR The market may be set to go through a boring stretch, but you must not get off the train. The upward trend in AR is only just beginning.

$AR patient people often succeed!

$AR In most of the time, there’s no need for extra actions.
Find and investigate the investment target; if it’s worth holding for ten years,
then hold on to it—don’t keep making random moves.
Doing nothing is the most productive thing to do right now.

$AR Currently, the U.S. 10-year Treasury yield has reached its highest level in nearly 20 years. The benchmark yield has climbed to a 19-year high, driven mainly by persistent inflation, massive new bond issuance, and an AI-driven surge in investment sentiment. There is also the Federal Reserve raising interest rates. In the crypto market, liquidity has already passed the most difficult days—positioning in the late stage to capture the returns after liquidity eases will help you earn back all this interest.

$AR Arweave's storage business is supported by a storage fund,
all the funds in Arweave's storage fund are in AR tokens.
If the storage fund can guarantee permanent storage, then the storage fund must be very valuable.
AR must be very valuable—this is the characteristic of the token “storage wealth”: most tokens only have utility, not the feature of “storage wealth”

$AR Hold it. This coin has 99.97% liquidity.
Permanent storage service—there’s only one like it in the world.
Hold it for five years and you’ll accumulate a huge amount of wealth.

$AR has gotten stuck again, with no trading volume.
Waiting for new funds to enter the market