Golden Finance reported that Pima, partner of Continue Capital, shared ten insights on the crypto market on the X social platform: In the long run, MEV (maximum extractable value) is the fundamental indicator for measuring the development prospects of a chain. TVL (total locked volume) is a MEME, and the capital turnover rate needs to be measured after the L1Token price is aligned with ETH. FDV (fully diluted valuation) is not a MEME. Economic security is a MEME and is unreliable (refer to LUNA/ATOM). The execution layer is the biggest value capture. The DEX data of a chain can better reflect the degree of ecological prosperity, and the data of stablecoins and L1Token-U/ETH trading pairs need to be removed. The target customer group of L1/L2 is developers, not community users, and the strategy should be centered around developers. The phenomenon of the seven sisters in the US stock market will also appear in the currency circle, and the market value and trading volume will be greatly concentrated. Don't just focus on the number of users, but also on revenue. Finding a business model and monetizing users is the key. Introducing traditional investment systems and valuation models into the currency circle, value is the foundation of prosperity.
