@Rocky_Bitcoin views #CKB 's recent doubling as a significant event and uses this as a starting point to discuss the current key narratives in the Web3 space. He highlights that the $BTC ecosystem and $TON ecosystem are the most politically correct choices for Web3 investment right now. Investment trends are shifting from AI, DEPIN, RWA, and infrastructure towards these ecosystems, especially among overseas investors.
He explains that the #Bitcoin❗ ecosystem has the potential to release hundreds of billions of dollars in incremental funding, which will likely lead to explosive market growth. Similarly, the #TON ecosystem's growth is tied to its ability to attract a large user base, with 1 billion users being a critical threshold for exponential expansion in Web3.
Rocky emphasizes the challenges that investment institutions face this year in both primary and secondary markets and the importance of preparing for the next cycle with good performance and data. He acknowledges the criticism toward VCs in Web3 but asserts that they play a crucial role in driving innovation and growth.
He advocates for paying attention to new strategies within the #BTC☀ ecosystem and experimenting with #TON mini-games and DeFi, emphasizing that politically correct actions will lead to long-term success in Web3.
$SEAL