This is why I personally have always been optimistic about COW and MORPHO!

In this round of market trends, in addition to the RWA and AI sectors that individuals are optimistic about, we can actually add a hidden sector!!!

That is – the DeFi sector!

A few days ago, I told my friends that the current market cap has already exceeded 100,000. In fact, the current market value is a bit high, and most people have already exited after the last washout. If we look at the current market with the perspective of 2021, everyone knows that there is a huge bubble present (which is primarily formed based on leverage).

For those who do not understand, you can look at our domestic economy to see this. Since the Asian financial crisis in 1998, it has basically been recovering continuously until the pandemic phase, lasting for 20 years, during which there has been a huge bubble.

How is this formed? It is through speculation and leveraging; the debts from borrowing are fundamentally all here. Those who understand know what I mean. Just consider what you think the actual value of your current house should reasonably be.

Therefore, speculation will only lead to a decline after a certain stage. Housing prices behave this way, and the previous round of cryptocurrency collapse in 2021 was also due to this reason. Without excessive capital intervention, the principal in the funding market may only be this much. If a problem arises in a certain link, it can be like Zhao Wei.

It can be said that the last round of the crash basically stemmed from 75825606083, where borrowing was exploded, leading to a series of product liquidations.

What I mean by all this is to emphasize that the vigorous development of any market cannot be separated from the full utilization of capital. Most financial products will inevitably add leverage.

The development of the blockchain market is inseparable from DeFi, especially new DeFi. This new type does not mean that its idea is different from the original LINK or AAVE, but that its mechanism is better. For example: in the old-style lending, if I mortgage a product worth 10,000, I can only borrow 6,000. However, in the new-style lending of 10,000, I can borrow 8,000. This innovation is also referred to as new type!

It can easily achieve high multiples. We still need to choose some newly launched projects within this ecosystem; this is highly probable. Previously, I hinted at 61219436028 and MORPHO with the same line of thought.

Don't be misled by Sen Ge's 200 followers; he doesn't speak on major accounts. Just like this, I will inform everyone about the specific operational ideas. Class dismissed!