The latest move by investing guru Warren Buffett has once again attracted the attention of global investors. It is reported that Berkshire Hathaway, under Buffett, actively bought shares of VeriSign Inc. (VRSN) in December, a company that owns patented technology for connecting domain names to blockchain addresses like Bitcoin. This action is seen as Berkshire's indirect layout in the blockchain field. Combined with market expectations, Bitcoin may break $100,000 by the end of 2024, further igniting a new wave of initial coin offerings (ICOs), with expected capital scale reaching hundreds of billions of dollars.

The logic behind Berkshire's increase in VeriSign shares

According to the Form 4 documents submitted by Berkshire:

  • Trading time: As of three trading days ending December 24, 2024, Berkshire invested a total of $28.55 million to purchase 143,424 shares of VeriSign.

  • Total holdings: After this increase, Berkshire holds a total of 13,193,349 shares of VeriSign, accounting for 13.7% of its outstanding shares, valued at approximately $2.67 billion.

VeriSign is a leading company in domain services and internet infrastructure, and its patented technology may play a key role in the integration of blockchain and Web3 technologies. This contrasts with Buffett's past investment style but may also indicate his cautious approach to emerging technologies.

The possibility of an ICO wave in 2025

With the continuous rise in Bitcoin prices, 2025 may usher in a new round of ICO craze. This round differs from the previous one in that more traditional capital and enterprises will deeply participate in blockchain ecosystem construction. The following are the possible main tracks:

1. Web3 and decentralized identity (DID)

  • Core trends: The integration of domain names, wallet addresses, and DID.

  • Potential projects: Services like those offered by VeriSign for connecting domain names to blockchain will become the infrastructure of the Web3 ecosystem.

2. Green blockchain technology

  • Background: The global carbon neutrality goal is accelerating, and low-energy blockchain projects are gaining attention.

  • Investment hotspots: Tokens linked to renewable energy, PoS consensus mechanism projects, etc.

3. Decentralized Finance (DeFi) 2.0

  • Features: Introducing institutional-level liquidity, supporting interoperability between traditional finance and on-chain finance.

  • New trend: More traditional financial products, such as bonds and futures, will gradually move on-chain.

4. The combination of artificial intelligence and blockchain (AI + Blockchain)

  • Scenario: Smart contract automation, on-chain data processing optimization.

  • Investment opportunity: Decentralized computing platforms supporting AI algorithm training.

Opportunities and risks for investors

Opportunities:

The trend of integrating traditional capital with technology has made investment tracks clearer, especially as infrastructure projects show strong growth potential. Large-scale capital inflows will enhance the value of mainstream blockchain projects while bringing more opportunities for emerging tokens.

Risks:

An ICO bubble may form again, and investors need to pay attention to the technical and practical application value of projects. Regulatory uncertainties may still pose limitations on certain tracks.

  • For ordinary investors, keeping up with market dynamics and hotspot trends is key to participating in this ICO wave. AI investment research platforms like Mlion.ai can be leveraged:

  • Real-time tracking of market trends: Quickly identify potential projects and capital flows.

  • Data analysis and sentiment monitoring: Obtain on-chain data and social media sentiment analysis to support decision-making.

  • Investment risk assessment: Evaluate potential risks and returns using market forecasting models.

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Summary

Buffett's increase in shares of VeriSign not only indicates that traditional capital is paying attention to the blockchain field but also suggests that the next two years may be a key window for rapid growth of Web3 and blockchain projects. In the upcoming ICO wave, infrastructure, green blockchain, and the combination of AI + Blockchain will become highlights of the investment tracks. For investors, gaining early insights into trends and screening quality projects through professional tools may be the winning strategy to participate in this capital frenzy.

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The above content is for information sharing only and does not constitute any investment advice! Investment should be cautious.