After watching the @CZ conference speeches, let’s talk about what the real mainline direction for the next bull market will be!
#CZ
Just finished reading through all of CZ’s remarks at the conference. There are quite a few viewpoints worth carefully thinking about. Today, I’ll briefly chat with friends in the square about my own understanding.
First, he frankly said he can’t accurately predict the next bull market’s breakout hot spot, but he is clearly bullish on two sectors: RWA and AI. Meanwhile, the old narratives will continue to ferment.
Especially when he mentioned that the development of RWA exceeded his expectations, it shows that asset tokenization isn’t just its own separate trading theme. In the future, it will also feed back into $BTC , bringing incremental capital from the U.S. stock market into the mysterious market.
On the contrary, many retail traders may interpret it too directly: “As long as you buy coins related to RWA and AI, just close your eyes and buy.” I don’t think it can be understood that simply. Being bullish on a sector doesn’t mean all related small/mid-cap coins will fly. The sector is the big direction; in the end, only a small number of top-tier projects will run.
#RWA
He also mentioned that the industry’s diversification is actually a good thing for the big narrative. The rise of other public chains and other sectors won’t weaken the position of the big narrative—in fact, the value of the big narrative in the future could surpass gold. But this requires policy-level shifts at the nation-state level, and it will take a very long time.
Regarding $BTC ’s position, he also said there’s no need to wait until 25 years to break through the 1 million mark—provided that the industry rolls out more real, practical applications. It can’t rely only on speculation about expectations.
Compliance has also been brought up repeatedly. Although global regulatory progress is fraught with obstacles, overall it’s moving forward.
@Square-Creator-f2d32c0fe5247
To sum up, the major direction is already indicated: “RWA and AI will be the main acts of the next bull market.” But don’t blindly chase all kinds of coins that merely ride on buzzwords. Focus first on the tokens with real business implementation. What the market is looking at is the long-term trend of a sector, not just short-term sentiment stirred by a single line of hype. #牛市
#CZ
Just finished reading through all of CZ’s remarks at the conference. There are quite a few viewpoints worth carefully thinking about. Today, I’ll briefly chat with friends in the square about my own understanding.
First, he frankly said he can’t accurately predict the next bull market’s breakout hot spot, but he is clearly bullish on two sectors: RWA and AI. Meanwhile, the old narratives will continue to ferment.
Especially when he mentioned that the development of RWA exceeded his expectations, it shows that asset tokenization isn’t just its own separate trading theme. In the future, it will also feed back into $BTC , bringing incremental capital from the U.S. stock market into the mysterious market.
On the contrary, many retail traders may interpret it too directly: “As long as you buy coins related to RWA and AI, just close your eyes and buy.” I don’t think it can be understood that simply. Being bullish on a sector doesn’t mean all related small/mid-cap coins will fly. The sector is the big direction; in the end, only a small number of top-tier projects will run.
#RWA
He also mentioned that the industry’s diversification is actually a good thing for the big narrative. The rise of other public chains and other sectors won’t weaken the position of the big narrative—in fact, the value of the big narrative in the future could surpass gold. But this requires policy-level shifts at the nation-state level, and it will take a very long time.
Regarding $BTC ’s position, he also said there’s no need to wait until 25 years to break through the 1 million mark—provided that the industry rolls out more real, practical applications. It can’t rely only on speculation about expectations.
Compliance has also been brought up repeatedly. Although global regulatory progress is fraught with obstacles, overall it’s moving forward.
@Square-Creator-f2d32c0fe5247
To sum up, the major direction is already indicated: “RWA and AI will be the main acts of the next bull market.” But don’t blindly chase all kinds of coins that merely ride on buzzwords. Focus first on the tokens with real business implementation. What the market is looking at is the long-term trend of a sector, not just short-term sentiment stirred by a single line of hype. #牛市
紧跟 RWA+AI 主线，埋伏头部标的
只是口头看好，不盲目跟风赛道
23 hr(s) left
