As#CKBdoubles, let’s talk about the current narrative hotspots!
First of all, congratulations to the followers for reaping the considerable profits.
#BTC ecology and#TONecology should be the most politically correct options for#Web3at the moment. I often say that the primary and secondary markets are linked. From the primary market, we can find that the investment trend is changing recently, from investing in#AIand#DEPIN#RWA and infrastructure. It has begun to shift to investing in the#BTCecology and#TONapplication products, especially overseas investment institutions.
In essence, the#BTCecosystem can release hundreds of billions of incremental funds. Based on the current 1.1 trillion BTC market value and the#ETHDEFI standard, the TVL of DEFI applications will account for about 28% of the#ETHmarket value. By analogy with BTC, this will release 308 billion in funds. This will undoubtedly bring about a booming growth in the market.
The essence of #TON's development lies in traffic. We often say that 1 billion users is a critical singularity. After Web2 development broke through 1 billion users, it showed a split exponential growth. It is crucial for Web3 to quickly achieve 1 billion users. Only by introducing more Web3 users can we obtain more off-site funds and gain more irreplaceability and attention. After all,#BTChas only 21 million, and the market has 400 million users, 1 billion users, and 3 billion users. The value anchoring is completely different. Therefore, Binance's recent behavior can also be said to be a guide and driver to promote user growth, contributing to the overall Web3 market.
This year, both primary and secondary investment institutions have had a particularly difficult time, and now it is time to raise funds in preparation for the next cycle. Without good enough performance and data, it will be a disaster for#Web3VC institutions. After all, LP investors only care about returns, and sentiment is another matter. The capital market has always been like this. VC is the core driving force for the development of #Web3. Although retail investors now criticize VC coins, it is undeniable that they have brought a lot of correct and innovative guidance and platforms to the market.
Now it is more like a collective self-rescue. Before interest rate cuts and easing, institutions must hold on and survive. What is urgently needed now is incremental funds and incremental users. The above two points hit the mark, and spending money where it counts is the right logic at the moment.
In the future, we should pay more attention to more gameplay and strategies of the#BTCecosystem. In addition, we should try more games, DEFI, etc. in the#TONecosystem. When the market is not good, we invite everyone to play with cats (@CatizenAI). The airdrop income today should be good. Do more politically correct things, but do good things and don't worry about the future!#Web3always gives people surprises! 🧐
