If you can’t make money in Crypto by relying on contracts and daily chart trading, what else is worth holding for three years?
Actually, I previously talked with QiQi teacher @Web3Dc888 about long-term trading a lot, and he gave me plenty of references and planning.
I think QiQi teacher is a very long-term person. Every time I want to take shortcuts or go down a winding road, QiQi stops me and makes me stick to long-termism.
🥹🥹🥹
At the time, we discussed a concept that I’ve come to agree with more and more: what if we take the logic we use to study US stocks and apply part of it to studying Crypto?
In that regard, QiQi gave me a lot of references. When we buy US stocks, we look at what a company is actually doing—whether it has users, whether it has revenue, whether the industry is growing, and whether the money earned ultimately flows back to shareholders.
So when you look at Crypto, it should be the same. Don’t just stare at the candlestick chart every day, wondering whether this coin will go up 10% tomorrow or down 10%.
Instead, look at things like:
Does this project actually have people doing real work? Are there real users? Is there cash flow? In the end, can this Token actually benefit from and absorb ecosystem growth?
If you look at it through this lens, I actually feel there are a few quite interesting things in the crypto market right now.
The first is giggle-fund:native.
GIGGLE is not a coin issued by CZ’s team officially, and it’s not the official token of Giggle Academy either. It was created by the community.
But it really does connect Meme and charity together.
A portion of the fees generated from trading will be donated in BNB to Giggle Academy. And Giggle Academy itself is a free education initiative that CZ has made long-term investments in. CZ has even said clearly before that as long as this project is effective, he’s willing to keep providing funding.
So when I look at GIGGLE, I don’t just think of it as “CZ’s token.”
What I’m really looking at is: if CZ can keep doing the Giggle Academy matter for many years, could the philanthropic narrative and community consensus formed around it also last for many years?
Of course, Meme itself is definitely high risk, so I wouldn’t buy something like this with a BTC-like position. But I do think it’s worth observing long term—it may exist for longer than typical Meme coins…
The second is $HYPE.
You don’t really need to say much about this.
Hyperliquid is one of the few Crypto projects where you can truly look at it in a “company fundamentals” way.
It has users, trading volume, fees, and profits. And the money earned will continue to repurchase HYPE.
As of August 23, Hyperliquid accounts for about 62.5% of the total on-chain perpetual contract OI. In the past year, the value generated by the ecosystem is close to $945 million. Meanwhile, currently about 99% of the protocol’s fees go into the Assistance Fund to buy HYPE. It has already bought and permanently removed approximately 46.7 million HYPE tokens.
This logic is actually very similar to stocks: the better the business → the higher the trading volume → the more fees → the more buybacks → the easier it is for the Token to capture ecosystem growth.
So I’ve always felt that HYPE is one of the few assets in Crypto whose fundamental logic is relatively easy to explain clearly.
The last one is $BNB .
I’ve talked about this many times before. In my own understanding, BNB has never been just about whether “BNB can go up.”
At its core, it’s a bet on how long the entire Binance + BNB Chain ecosystem can keep thriving.
Trading, Launchpool, on-chain gas, all kinds of Binance ecosystem products—including ongoing Token Burns—are, in practice, constantly creating demand for BNB or reducing supply.
In July this year, the 36th quarterly burn once again burned about 1.616 million BNB, which was worth nearly $932 million at the time.
So if you believe Binance will still be one of the largest crypto ecosystems five years from now, then BNB itself is actually a very simple long-term thesis.
When I used to look at Crypto, it always felt like:
Where will BTC go today?
Will we go long in the evening or short?
Can HYPE really be chased?
Should we open a 10x or 20x position?
But now I feel these things aren’t that important anymore. What’s truly important is whether, during a bear market, you’ve found a few assets that you genuinely understand and are willing to hold for a few years.
$BTC 、$ETH are in a category we don’t need to discuss too much. Expanding further outward, I think $BNB and $HYPE, and also GIGGLE—which has a smaller position size and higher risk—could all be used to build your own long-term observation and DCA logic.
Of course, the risk levels of these three things are completely different. I definitely wouldn’t allocate the same position size to all of them.
But the idea is the same: analyze based on fundamentals and the basic situation. If you truly find something, then buy gradually and hold gradually.
I share this as a reference for everyone’s long-term attention.
Actually, I previously talked with QiQi teacher @Web3Dc888 about long-term trading a lot, and he gave me plenty of references and planning.
I think QiQi teacher is a very long-term person. Every time I want to take shortcuts or go down a winding road, QiQi stops me and makes me stick to long-termism.
🥹🥹🥹
At the time, we discussed a concept that I’ve come to agree with more and more: what if we take the logic we use to study US stocks and apply part of it to studying Crypto?
In that regard, QiQi gave me a lot of references. When we buy US stocks, we look at what a company is actually doing—whether it has users, whether it has revenue, whether the industry is growing, and whether the money earned ultimately flows back to shareholders.
So when you look at Crypto, it should be the same. Don’t just stare at the candlestick chart every day, wondering whether this coin will go up 10% tomorrow or down 10%.
Instead, look at things like:
Does this project actually have people doing real work? Are there real users? Is there cash flow? In the end, can this Token actually benefit from and absorb ecosystem growth?
If you look at it through this lens, I actually feel there are a few quite interesting things in the crypto market right now.
The first is giggle-fund:native.
GIGGLE is not a coin issued by CZ’s team officially, and it’s not the official token of Giggle Academy either. It was created by the community.
But it really does connect Meme and charity together.
A portion of the fees generated from trading will be donated in BNB to Giggle Academy. And Giggle Academy itself is a free education initiative that CZ has made long-term investments in. CZ has even said clearly before that as long as this project is effective, he’s willing to keep providing funding.
So when I look at GIGGLE, I don’t just think of it as “CZ’s token.”
What I’m really looking at is: if CZ can keep doing the Giggle Academy matter for many years, could the philanthropic narrative and community consensus formed around it also last for many years?
Of course, Meme itself is definitely high risk, so I wouldn’t buy something like this with a BTC-like position. But I do think it’s worth observing long term—it may exist for longer than typical Meme coins…
The second is $HYPE.
You don’t really need to say much about this.
Hyperliquid is one of the few Crypto projects where you can truly look at it in a “company fundamentals” way.
It has users, trading volume, fees, and profits. And the money earned will continue to repurchase HYPE.
As of August 23, Hyperliquid accounts for about 62.5% of the total on-chain perpetual contract OI. In the past year, the value generated by the ecosystem is close to $945 million. Meanwhile, currently about 99% of the protocol’s fees go into the Assistance Fund to buy HYPE. It has already bought and permanently removed approximately 46.7 million HYPE tokens.
This logic is actually very similar to stocks: the better the business → the higher the trading volume → the more fees → the more buybacks → the easier it is for the Token to capture ecosystem growth.
So I’ve always felt that HYPE is one of the few assets in Crypto whose fundamental logic is relatively easy to explain clearly.
The last one is $BNB .
I’ve talked about this many times before. In my own understanding, BNB has never been just about whether “BNB can go up.”
At its core, it’s a bet on how long the entire Binance + BNB Chain ecosystem can keep thriving.
Trading, Launchpool, on-chain gas, all kinds of Binance ecosystem products—including ongoing Token Burns—are, in practice, constantly creating demand for BNB or reducing supply.
In July this year, the 36th quarterly burn once again burned about 1.616 million BNB, which was worth nearly $932 million at the time.
So if you believe Binance will still be one of the largest crypto ecosystems five years from now, then BNB itself is actually a very simple long-term thesis.
When I used to look at Crypto, it always felt like:
Where will BTC go today?
Will we go long in the evening or short?
Can HYPE really be chased?
Should we open a 10x or 20x position?
But now I feel these things aren’t that important anymore. What’s truly important is whether, during a bear market, you’ve found a few assets that you genuinely understand and are willing to hold for a few years.
$BTC 、$ETH are in a category we don’t need to discuss too much. Expanding further outward, I think $BNB and $HYPE, and also GIGGLE—which has a smaller position size and higher risk—could all be used to build your own long-term observation and DCA logic.
Of course, the risk levels of these three things are completely different. I definitely wouldn’t allocate the same position size to all of them.
But the idea is the same: analyze based on fundamentals and the basic situation. If you truly find something, then buy gradually and hold gradually.
I share this as a reference for everyone’s long-term attention.
