The biggest value unlock for crypto going forward will be
Tokens that actually incentivize holding, wheter they are :
- Tokenized ownership coins via @MetaDAOProject
- Authority coins via @realmsdaos
- Floor rising coins via @FloorsFinance or @Exchequerfi
Chinese Crypto Twitter is so much more honest than English Crypto Twitter.
A former Binance listing manager @ChaseWang just said on a Chinese podcast:
"Everyone trades short-term with no long-term holders. Retail doesn't understand the value. Market makers only care about short-term profit."
That's it. That's the industry.
No one holds. No one builds conviction. Every token is a hot potato.
English CT won't say this because everyone's talking their own book.
Chinese CT doesn't care.
Until you fix the holding problem, structurally, not narratively, crypto stays a casino.
The answer is downside protection. Everything else is cope.
@0xSoju Agree solana seems all over the place on top of trying to catch up with hyperliquid which creates a more vibrant eco, while hyperliquid sole energy is focused on perps and everything to grow it while there is barely anything happening in their eco
The best path forward is for microstrategy to implode nuking btc and everything and for crypto to slowly recover a'd come back stronger as it always does
@8bitsam@SergeantSatoshi I still remember the excitment if the community before the move from ftm, probably one of the best funded L1 team in crypto and struggling so much
New ATHs yesterday with @AntSeedAI hitting almost 3B tokens served on the day.
On the @AskVenice side of the business, looks like things might be getting real with a wstDIEM @liquid_launcher integration ๐
The @MetaDAOProject ownership coins solves this, but crypto founders avoid it like it's their kriptonite
Revealed preferences is that most devs know that once their project gets motion they will rug the coin to move to another structure, $jigglypuff is just an example
It's not enough to bullpost the main plays nowdays, you have to defend its momentum from an infinite amount of copium plays, PVP when there is a clear PVE play
Thereโs only one right answer. Anything else is cope. Only one project that actually has tee implementation. Only one project with a dev who essentially coined and popularized the term inference capital market.
In our Year Ahead Report, we highlighted how crypto is facing competition from all angles.
Sectors like AI and robotics are now competing for liquidity. The assets keeping up are those with structural bid around it.
Read it for free here.
https://t.co/d0HZuv4Qwx