I'm increasingly convinced that the real opportunities in the next crypto cycle won't necessarily come from the projects with the best stories.
Over the past few years, the market has seen far too many hype waves. $ETH
DeFi, NFTs, GameFi, AI, Meme coins—whenever a new trend takes off, some people make a fortune, while others are left buying at the top.
But there's a question worth thinking about: $ERA
When the hype dies down, what will still be here?
I think there are three areas worth keeping a close eye on:
First, real-world applications. Are there actual users? Can they generate sustained demand? $NEAR
Second, infrastructure. Can it solve problems with speed, cost, liquidity, and security?
Third, access to capital. Can more mature connections be built between traditional finance, institutional funds, and on-chain assets?
Of course, a promising sector doesn't mean every token in it is worth investing in.
A project's development and its token's ability to capture value are two different things.
Don't just ask what the next big trend will be; look deeper into what truly remains after the hype.
There will always be new stories in the market, but what really stands the test of time usually takes time to prove itself.
#英伟达Q3财报将至：能否化解市场疑虑？ #Anthropic拒绝延期IPO，本周路演估值几何？ #Strategy或遭MSCI剔除，面临最高28亿美元卖盘
Over the past few years, the market has seen far too many hype waves. $ETH
DeFi, NFTs, GameFi, AI, Meme coins—whenever a new trend takes off, some people make a fortune, while others are left buying at the top.
But there's a question worth thinking about: $ERA
When the hype dies down, what will still be here?
I think there are three areas worth keeping a close eye on:
First, real-world applications. Are there actual users? Can they generate sustained demand? $NEAR
Second, infrastructure. Can it solve problems with speed, cost, liquidity, and security?
Third, access to capital. Can more mature connections be built between traditional finance, institutional funds, and on-chain assets?
Of course, a promising sector doesn't mean every token in it is worth investing in.
A project's development and its token's ability to capture value are two different things.
Don't just ask what the next big trend will be; look deeper into what truly remains after the hype.
There will always be new stories in the market, but what really stands the test of time usually takes time to prove itself.
#英伟达Q3财报将至：能否化解市场疑虑？ #Anthropic拒绝延期IPO，本周路演估值几何？ #Strategy或遭MSCI剔除，面临最高28亿美元卖盘
