In a harsh market environment where most people believe "VC coins are dead," "the narrative of technology has vanished," "the certainty of listings has plummeted," and "all trading is just MEME," I think the time to buy dips in tech projects has come:

1) The overall expectation of shorting altcoins has indirectly lowered project valuations.

Some excellent projects and poor projects go through the same stages of airdrop -> listing -> market consolidation. Therefore, under the curse of many poor projects issuing coins at their peak, quality projects will inevitably be wrongfully killed by emotions, which presents an opportunity for us to accumulate some quality projects at low prices; for example, how would today's $ZKC and $PROVE perform in the TGE environment of $STRK?

2) There is a natural misalignment between the build cycle of tech projects and the market's breakout cycle.

We are currently in a silent period of technological accumulation, with ZK, TEE, AI infrastructure, intent trading, high-performance chains, etc., having issued a bunch of coins that have become "technological liabilities." However, this type of infrastructure needs to wait for an explosion at the application layer. When the market experiences another application layer explosion similar to DeFi or NFTs (AI Agent?), these projects will truly have their day.

3) The holding experience of tech projects and MEME coins is worlds apart.

In a bear market, we can choose a tech project based on technical aesthetics, hold it long-term, and enjoy high multiple growth. While MEME coins may have stronger explosive potential, they require intense PVP competition, 24/7 monitoring, and the huge opportunity cost and psychological pressure are unbearable for most people. In a passive environment where one cannot control the value fluctuations of their holdings, actively choosing a comfortable "holding experience" is crucial.

4) The market is undergoing a structural clearing of "technological liabilities" narratives.

Projects that purely create concepts and ride trends without a certain market share and ecological discourse in key tracks will be completely eliminated. In contrast, those that define technical standards, guide industry technological progress, and have a bilateral market for upstream and downstream supply will certainly be waiting for a second bloom.

5) The era of great integration in TradFi has opened up new value anchors.

The procurement demand from the traditional Wall Street structure will provide new value anchoring for tech projects. Those that can provide upstream infrastructure for new inflows of funds and users in TradFi will have great prospects. Additionally, projects that are willing to repurchase tokens after finding product-market fit (PMF) and those DATs that can continuously bring in incremental funding will have greater opportunities. The industry's competition has brought a high cognitive threshold but has also defined new valuation and selection methodologies.

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