jakiro
Author: Haotian; Source: X, @tmel0211
If you don’t want to become a slave to the emotions of the crypto secondary market, you must think clearly about these questions:
1) Do you dare to hold ETH for a long time?With the complete U.S. stockization of BTC, ETH has almost become the leading innovative asset on the currency chain. So under the RWA trend of everything going on the chain, if ETH is not dared to take it, what other assets are worth taking?
Since you have faith in your heart, you must understand that faith requires time and fluctuations to be redeemed;
2) Is the value of altcoin 0?If it is zero, why are more and more copycats emerging? Naturally, demand determines supply. If it is not zero, why is it so difficult to make money by holding a position in a copycat?
Rather than fighting against copycats, it is better to adjust expectations for copycats to be more realistic;
3) Why is the once-familiar DeFi and NFT sustained bull market no longer there?Each round of infrastructure prosperity actually has to wait for the explosion of the application market to take over. If it doesn’t come, there will be a long vacuum period.This is the crux of the bottleneck in technological innovation after MEME, and the fact that liquidity maintenance is becoming increasingly short.
Perhaps, we have all misjudged this market cycle, and the bull market will never truly come until real “innovation” appears;
4) What kind of industry contribution has BN made?Originally, we experienced the innovation boom of DeFi and NFT in the Ethereum system, as well as Solana’s MEME Season, and a period of highlight moments of Bitcoin Inscription’s “pseudo-innovation”. Of course, there was also the sudden rise of Hyperliquid. But since the liquidity war that “let the bull market happen in BSC” happened, everything has changed.
In business, BN has proven itself as a company, but as an industry leader, BN should learn a word: “positive externalities”;
5) Can corporate organizational operation orientation replace decentralization?The previous cycle was the main theme of decentralized architecture, driven by research institutions, and innovation emerging from the community, but attention and efficiency have become new catalysts.Led by a batch of success stories led by commercial organizations, pure research-driven development is clearly unable to adapt to the new environment.
But don’t forget, Uniswap, ENS, etc. were not planned by VCs. They were all born in that era of “inefficiency but full of possibilities”.Decentralized innovative research and business-oriented large-scale resources and execution capabilities are never hostile. The future is the collaboration between the two.
above.
There are no standard answers to these questions, but you must have your own answers.
Which truly valuable coins should be held, which communities should be involved, what technical narratives should be pursued, and how to move forward and retreat freely in the ups and downs…
Behind these choices, what tests your understanding of the nature of Crypto.If you don’t want to be enslaved by your emotions, you must first figure out what you believe and what you are waiting for..
