I’ve been thinking about this lately:
If I start accumulating value coins now, aiming to get through the cycle and wait for the next bull market, what should I choose to be safe?
After reviewing the top 50 tokens by market cap again, I found that there are very few projects that truly have a healthy token supply structure.
Excluding stablecoins, the ones I think are worth paying close attention to long term are mainly:
BTC, ETH, and BNB.
BTC’s strength is that its supply can’t be arbitrarily changed—its scarcity is the strongest.
ETH’s strength lies in its massive ecosystem and network effects.
BNB is somewhat special—real utility demand + continuous token burns.
BNB reduces its circulating supply through Auto-Burn. Some of the Gas fees on BNB Chain are also burned. Meanwhile, trading fees, Launchpool, on-chain Gas, and ecosystem applications keep generating demand, forming:
Ecosystem growth → increased usage → increased demand → continuous burns
That’s what I find most interesting about BNB.
On the other hand, many so-called “value coins” still have issues like inflation (minting), unlock schedules, or early investor allocations being released.
Deflation doesn’t necessarily mean price will rise, but for a project whose ecosystem keeps growing while its token supply keeps shrinking, at least long-term holders won’t always have to foot the bill for additional issuance and unlocks.
So, if you ask me to pick long-term “value coins” from the top 20 by market cap, I’d currently lean more toward:
BTC > ETH > BNB.
Together, they represent: scarcity, ecosystem value, and a business closed loop.#btc
If I start accumulating value coins now, aiming to get through the cycle and wait for the next bull market, what should I choose to be safe?
After reviewing the top 50 tokens by market cap again, I found that there are very few projects that truly have a healthy token supply structure.
Excluding stablecoins, the ones I think are worth paying close attention to long term are mainly:
BTC, ETH, and BNB.
BTC’s strength is that its supply can’t be arbitrarily changed—its scarcity is the strongest.
ETH’s strength lies in its massive ecosystem and network effects.
BNB is somewhat special—real utility demand + continuous token burns.
BNB reduces its circulating supply through Auto-Burn. Some of the Gas fees on BNB Chain are also burned. Meanwhile, trading fees, Launchpool, on-chain Gas, and ecosystem applications keep generating demand, forming:
Ecosystem growth → increased usage → increased demand → continuous burns
That’s what I find most interesting about BNB.
On the other hand, many so-called “value coins” still have issues like inflation (minting), unlock schedules, or early investor allocations being released.
Deflation doesn’t necessarily mean price will rise, but for a project whose ecosystem keeps growing while its token supply keeps shrinking, at least long-term holders won’t always have to foot the bill for additional issuance and unlocks.
So, if you ask me to pick long-term “value coins” from the top 20 by market cap, I’d currently lean more toward:
BTC > ETH > BNB.
Together, they represent: scarcity, ecosystem value, and a business closed loop.#btc
