⚡️This time at Token2049, I met a lot of friends and heard opinions from VCs, project owners, exchanges, KOLs and other parties. I gained a lot!
@Foresight_News You can take a look at this article. I will combine some opinions I have come across and summarize the points that I think are worth paying attention to, which will include some future investment directions.
👉【Overall Status】
1. The overall trend of the current industry is to shift towards structuring and head-to-head, with the existing stock concentrated at the top and this round of innovation being relatively lacking.
2. Market expectations are temporarily pessimistic, and confidence in primary market investment has collapsed.
3. The entry of professional institutions into the secondary market has accelerated internal competition, and the speed at which retail investors make money has slowed down.
4. The marketing costs of second-tier exchanges have been significantly increased.
👉【Future direction】
5. Today’s projects are gradually moving away from concepts such as narrative and TVL that supported VC valuations in the past, and are more focused on user experience, financial data, and the health of protocol revenue.
6. In addition to the positive variables of the US election and continued interest rate cuts at the macro level, the decentralized #AI, which is becoming increasingly mainstream, is also showing signs of becoming a catalyst for the next bull market.
7. There is a significant increase in the two major infrastructure construction tracks, namely decentralized stablecoins and payment applications.
8.#TONand#SOLecosystems are the two ecosystems closest to the public and have structural trading opportunities.
9. The market will subsequently tend to concentrate liquidity on high-quality and undervalued liquid assets and new assets that can introduce new popularity and users.
My opinion——
The current situation is neither a bull market nor a bear market, but a chaotic period before the bull market begins. But what is worth being happy about is that after several cycles, the overall direction of the cryptocurrency circle is developing in a positive direction and becoming more mature!
The development of the blockchain industry must be nonlinear and in line with the principle of entropy increase! Keep your enthusiasm, keep building and hodl!
Original article 👉https://foresightnews.pro/article/detail/68648
