Opportunity confirmation on the right side ✅, preparing to discover new on-chain Alpha investment opportunities.
In September, the leading abstract chain Safe Wallet and the leading intention paradigm Cowswap were successfully discovered; both brother projects belong to the same parent ecosystem and have been listed on Binance.
The logic for choosing them at that time included: the potential for innovation in the application layer paradigm with Ethereum Pectra upgrades, expectations for project business data growth, and the token liquidity situation.
After Trump's election victory, the entire crypto market system environment will reset, and the logic of discovering on-chain Alpha must keep pace with the times.
First, crypto nihilism will become a thing of the past; the pure PVP IQ tax on-chain has been sufficiently paid in SOL as tuition, and it is time to cut losses and exit.
Second, the market no longer tolerates 'infra maxi'. With the maturity of Raas service providers and the popularization of Cosmos SDK technology, the cost of building Web3 infrastructure has become drastically reduced, marking the end of the 'fat protocol' era. All applications with users and real revenue will be rebuilt using the AppChain paradigm. The distribution of industry interests and decision-making power is accelerating towards products and operations.
Third, compliance will become one of the main themes in the next four years. 'Code is law' should no longer be an excuse for phishing teams, North Korean hackers, and scammers. Large offshore exchanges may be required to independently split their Bitcoin mining, venture capital, market-making, fund custody, and wealth management businesses. Compliant exchanges will gain more freedom and will rapidly grow in new scenarios, integrating with traditional finance (PayFI, RWA, STO, compliant stablecoins, compliant OTC, etc.).
Fourth, at this stage, AI Agents are merely office assistants without self-awareness. We need to wait for OpenAI to redefine AI Agents in 2025. One point to pay attention to is whether the bond between Worldcoin and OpenAI will become public after the 180-degree flip in the US regulatory environment, and whether Sam Altman will publicly discuss Worldcoin.
Fifth, old application scenarios will be rejuvenated. Opensea 2.0 will reconstruct using the App Chain paradigm, and the new cycle of NFTs will return to the essence of consumer goods, appearing more as Web3 game character items and digital companion dolls.
In summary, the PVP era has come to an end, and a new cycle of value investing has just begun.
[Disclaimer] The market has risks, and investment must be approached with caution. This article does not constitute investment advice; users should consider whether any opinions, viewpoints, or conclusions in this article align with their specific circumstances. Any investment based on this is at your own risk.
This article is reprinted with permission from: (Foresight News)
Original author: NingNing
