1. Bitcoin's market value is expected to surpass gold, becoming the second largest asset globally after the US dollar.

2. Ethereum may be replaced by Solana, which is gradually becoming more stable, and the downtime issues may completely disappear. People are beginning to realize that the pursuit of decentralization in POS public chains is unrealistic; they essentially remain 'data center chains', and the risk of supply interruption still exists. In contrast, users prefer a fair, transparent, and low-fee 'decentralized casino'.

3. Innovation in Web3 is nearing a bottleneck. New gameplay is limited, with future developments more likely to be derivatives of existing models, such as last year's inscription innovations, which are mostly just temporary hotspots.

4. It is necessary to distinguish the essential differences between the cryptocurrency space and Bitcoin. The cryptocurrency space is fundamentally a game that uses various means to allow you to exchange Bitcoin for other assets, filled with scams. This year, only a few dozen altcoins outperformed Bitcoin, and there may be even fewer in the next cycle. The core strategy remains to hold Bitcoin as the primary position to achieve long-term returns. $BTC