Cointelegraph Markets & Research This video discusses an interesting topic, "Is DeFi DEAD or just getting started?".
https://www.youtube.com/watch?v=WYXKzsC3z5Q
BD David Gamble from Blockware Solutions is specially invited to share his insights on the crypto market.
Condensing four key points
1️⃣ Market outlook: David Gamble believes that the market structure is paving the way for entry into the cryptocurrency market with a market capitalization of US$10 trillion. Even as Bitcoin’s volatility continues to decrease, he believes that as more regulation comes, it will lead to an increase in the corporatization of the market.
2️⃣ Investment strategy: David believes that Bitcoin mining is an efficient strategy, especially for retail investors, which can bring them annual returns of up to 29%. As for Bitcoin allocation in an investment portfolio, he recommends maintaining the ratio between 10% and 15% to avoid excessive risk.
3️⃣ DeFi predictions: Although David is optimistic about some Layer 2 protocols, he is not optimistic about the future of other DeFi protocols, believing that many may be converted into securities and have short lifespans.
4️⃣ Investment advice: David recommends that retail investors avoid investment risks by learning and educating themselves. Regarding Bitcoin investment, he believes that investors should make purchases at any time, even if the block reward will be halved in the near future, which may cause price fluctuations. He believes that the current ASIC market has effectively solved the liquidity and equipment acquisition problems of mining, helping excavators quickly obtain equipment and operations.
in conclusion
Although I am optimistic about the DeFi market, I agree with David that part of DeFi may evolve into a securities market. It is true that the current existence period of DeFi protocols is not long, but that is not the case in emerging markets, and I think there will still be some users of DeFi who are willing to use it for a long time, so this does not change my optimistic expectations for its long-term prospects.
As for the volatility of Bitcoin, I agree that regulation has a major impact on it, especially the recent impact. Many companies are also paying close attention to this market trend. Those who are following the news should find that regulatory information from various countries is constantly increasing.
Although many people believe that the involvement of institutional investors will shrink the profit margins of retail investors, institutional participation also brings resources to the industry and helps promote industry development, which is undoubtedly a good thing.
