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链研社lianyanshe
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What I'm most worried about right now is the situation when the U.S. stock market opens. The three giants of cryptocurrency have already erased all the gains made during Trump's presidency. At that time, Bitcoin was just over $80,000, and now it is still above $93,000.
COIN and MSTR have both dropped below the price where I sold, and MARA is even lower than my initial entry price. Cryptocurrency stocks raised tens of billions of dollars through convertible bonds when Bitcoin was around $100,000, and half of that has already been consumed. Based on the current prices, raising funds again might be a bit difficult.
However, new capital will still flow into the cryptocurrency market, and the policies regarding the cryptocurrency industry will officially take effect after Trump takes office. I believe there are still several areas with significant opportunities.
1. Bitcoin ecosystem, led by SOLV, will have a concentrated TGE in the first quarter.
2. AI Agent, the monetization of AI and various gameplay options like Virtual and ai16z, mainly focused on the gaming and finance sectors.
3. On-chain Binance, the integration of chain infrastructure and exchanges, which can be wallet + exchange, chain + exchange, telegram + wallet. Representative products include hyperliquid, GMGN, the deep integration of exchanges and Web3 wallets, as well as TG BOTs like UXUY that bring the complete wallet experience to Web2 social platforms.
COIN and MSTR have both dropped below the price where I sold, and MARA is even lower than my initial entry price. Cryptocurrency stocks raised tens of billions of dollars through convertible bonds when Bitcoin was around $100,000, and half of that has already been consumed. Based on the current prices, raising funds again might be a bit difficult.
However, new capital will still flow into the cryptocurrency market, and the policies regarding the cryptocurrency industry will officially take effect after Trump takes office. I believe there are still several areas with significant opportunities.
1. Bitcoin ecosystem, led by SOLV, will have a concentrated TGE in the first quarter.
2. AI Agent, the monetization of AI and various gameplay options like Virtual and ai16z, mainly focused on the gaming and finance sectors.
3. On-chain Binance, the integration of chain infrastructure and exchanges, which can be wallet + exchange, chain + exchange, telegram + wallet. Representative products include hyperliquid, GMGN, the deep integration of exchanges and Web3 wallets, as well as TG BOTs like UXUY that bring the complete wallet experience to Web2 social platforms.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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