According to TechFlow, Pima, partner of Continue Capital, shared ten insights into the crypto market on social platforms:
In the long run, MEV (maximum extractable value) is a fundamental indicator to measure the development prospects of a chain.
TVL (Total Locked Value) is a MEME that requires measuring capital turnover after the L1 Token price is aligned with ETH.
FDV (fully diluted valuation) is not MEME.
Economic security is a MEME and is unreliable (see LUNA/ATOM).
The execution layer is where the greatest value is captured.
The DEX data of a chain can better reflect the prosperity of the ecosystem, and the data of stablecoins and L1 Token-U/ETH trading pairs need to be removed.
The target customer group of L1/L2 is developers, not community users, and the strategy should revolve around developers.
The Seven Sisters phenomenon in the U.S. stock market will also appear in the cryptocurrency circle, and market capitalization and trading volume will be greatly concentrated.
Don't just focus on the number of users, but also on revenue. Finding a business model and monetizing users is the key.
Introducing traditional investment systems and valuation models into the cryptocurrency world means that value is the foundation of prosperity.
