Prudent investors will always choose to deposit Bitcoin and Ethereum and wait for a year to bear fruit. For many people, if they have money, they will go out to travel, and if they don’t have money, they will stay at home. Isn’t this a wonderful life? But some people can’t sit still and always have greater ambitions; others sell everything they have to buy Bitcoin. They still have to live, and cash flow is also a rigid need. Therefore, prudent investment cannot meet the urgent needs of these people.
The cryptocurrency world is like a casino that never closes, with gamblers always coming in and out. However, the current cryptocurrency casino is more about the game between casinos and gamblers, rather than the competition between gamblers. When there are no new gamblers coming in, the counterparty relationship between project owners, dealers and retail investors becomes inevitable.
This also determines the current market structure: whether it is ZK's manipulation or the painful lesson of MAX's online leeks cutting, it shows that the current casinos are carrying out a "big cut"
Comparison between the last bull market and this one: Why do we suffer more when we learn more?
In the last bull market, we came to the conclusion that "the more you learn, the higher your cognition, the better your income." This seems to be a golden rule. Players who learned roulette, baccarat, poker and poker early on naturally had a first-mover advantage over newcomers and made a lot of money. However, this bull market has led us to the opposite conclusion: "The more you learn, the worse you get cut." Some people avoided risks and escaped because they did not learn. The reason is that the essence of altcoins is a casino, and when there are no newcomers in the casino, your opponent is the casino itself.
Once upon a time, players who learned early and invested heavily were supposed to be the beneficiaries, but now they have become the targets of being exploited. Only the lucky few who are selected by the casino can bring more people to the other gambling tables and be hailed as "leaders of wealth." But everyone also realizes that the current casino is no longer a place where you can make money by simply placing a large bet. Even if you place a large bet, the waiting period and the certainty of the return are very vague.
Market status: Steady investment is waiting for help, and casinos are having difficulty making money
Conservative investors are also anxious, and it is difficult to make money at the gambling table. Apart from Bitcoin and Ethereum, hoarding coins seems to be the only wise move. However, for traditional industries, opportunities are limited. The cryptocurrency circle always has to make some changes, so some people are busy selling Aleo equipment, building mining farms, doing custody, and raising funds; some people are vigorously making money, imagining that if there are fewer people, fewer people grabbing the cake, they can get a bigger share.
Some people do quantitative contracts and made good money using the grid Martin strategy in the swing market from April to July, and they are a little proud of themselves. Some have set up Ethereum funds, preparing to replicate the path of Bitcoin's surge after the Ethereum ETF is approved.
However, are these tracks really worth investing in? The bull market is here, and the margin of error is high. As long as you are not particularly stupid, you may have a chance to make money. But don’t forget
First: This may just be a short-lived wave of quick money
Second: The project you choose may not take off with the market
Third: The legal risks you bear may make you lose the money you earn, especially those who do OTC and sell Aleo mining machines at high prices.
The solution: Finding new traffic
So, is there really no choice left and no way out? The recent listing of TON on Binance, as well as the previous NOT, have given us some inspiration. Perhaps there are better investment postures in the cryptocurrency world than stable investment and casinos, and there are also more certain opportunities than the current business in the market.
The common feature of these projects is that they bring in new traffic!
Why is new traffic so important?
First: In this round of bull market, Bitcoin and Ethereum were unable to enter the exchange due to ETFs, and were unable to drive other altcoins in the currency circle to follow suit. A large number of new investors were blocked by Wall Street.
Second: The narrative promoted by the last bull market has led to a greater diversion of gamblers due to the increase in gambling tables, while new gamblers have been blocked from Wall Street.
At the same time, the era of making false data is over. In the past, whether it was the public chain's PUA party with millions of daily active users, or the use of the points plan to PUA users as "black slaves", these data were not only false, but once they were "false", the monkeys scattered, scientists deceived the project owners, and the project owners deceived the exchanges, and in the end the exchange did not expect millions of daily active exchanges. This has led some platforms to be more cautious when listing new coins
The new traffic not only changed the cryptocurrency ecosystem, allowing old investors to continue to build momentum with the dealers and make money through the market and new investors, but more importantly, it marked the landing of blockchain 2.0, which was the key "1995 moment" from narrative to practical application.
Future direction: Look for opportunities to break through the circle and seize new trends
Therefore, the direction of participating in future business should be to find projects that can bring new traffic to the cryptocurrency circle. Projects that meet the following characteristics may bring more opportunities
Clear application scenarios: The application scenarios of the project should be particularly clear, whether it is the distributed storage of the year, or games, NFT digital collections, so that people outside the circle can understand it at once
Satisfy real pain points: Projects should solve the pain points or bottlenecks of traditional industries, such as the real potential of DEFI and RWA to break through the circle, rather than fake pain points
Technical feasibility: The project should have the actual ability to solve pain points, rather than just talk on paper, and the technology should be close to implementation
Obvious money-making effect: The project must be able to bring considerable money-making effect, whether it is to attract traditional funds through stable income, or to allow a large number of low-threshold users to obtain certain income.
Strong consumption scenarios: The project should have strong consumption scenarios, preferably with mature applications in WEB2
Natural traffic ports: projects either have their own traffic or can directly achieve conversion with the help of massive traffic on platforms like TON
From a first principle perspective, projects that meet these characteristics have the natural rigid demand and technical capabilities to break out of the circle, can attract and retain traffic, and usher in the opportunity for explosive growth that is a general trend.
In conclusion: Seize the opportunity and make wise choices
The current market environment is full of uncertainty, but opportunities are always accompanied by challenges. Smart friends should pay attention to projects that can bring in new traffic. These projects not only have the potential to break the circle, but also can bring new growth points to the future market. Don't be confused by the current prosperity, and don't lose confidence in the future. Choose the right direction and grasp the rhythm. In the next round of market, you may be the one who laughs last.
