"Where is the next 30x opportunity?"
There is too much capital and people on SOL, with low gas and fast speed. In terms of capital, people, and speed, it seems unlikely that any other L2 can compete.
Ethereum's re-staking, DA, L2, and L3 are increasing complexity and fracturing liquidity. Due to vested interests and human nature, it is impossible to unify. Even with chain abstractions, who abstracts whom? It's impossible to unify.
Apart from Sol, there are similar projects like ICP, but at this point in time, in terms of people, money, and ecosystem, everything favors SOL. As long as users continue to pour in, this bull market will secure its position, and the future is promising.
Who can acquire the first billion active users? It seems difficult for any L2 at the moment. Different opinions from experts are welcome.
The direction of outflow and drainage on SOL is crucial, and it is likely the only correct path. DEpin+meme, physical+virtual, are both powerful. DEpin is similar to JD building warehouses for logistics, and meme is similar to issuing stocks for financing.
Where is the best place to fish in the coming years? I believe it's SOL, but I look forward to hearing different opinions.
Bitcoin's L2 doesn't seem meaningful. It's just a fantasy of technical personnel. After the DeFi education in the market, slogans like "release BTC liquidity" or "exchange your BTC for my worthless coin" are no longer effective. Especially when old junk projects can still attract people with new slogans, the market will be even more deeply cut.
There are high expectations for the runes protocol, but in the past, anything that became extremely popular eventually died out. I don't know if this time will be an exception. However, I no longer have the passion I had when I first encountered ordi. If we look at it as a meme, I haven't missed any of the best memes, but if the heat of runes comes from the founder of ordinals, then the founder's limit is the limit of runes.
Of course, I missed brc420 eths, so I will probably continue to miss runes and projects that follow in the name of runes. They are not in my "strike zone."
- The AI track is very hot, and it's my favorite outside of memes. It's a long-term track with the second most people, but it's not easy to find undervalued projects here. Even top-tier projects are starting at a minimum of $1 billion before they even go public.
How can we continue to find opportunities of over 30x? I'm still thinking about it—there is no information asymmetry in the plates controlled by institutions and VCs, making it quite difficult.
Social media is a potentially explosive track, but the ones that do it well probably won't issue coins and will follow the halal path. Many of the projects that issue coins are not that great. It's worth looking forward to whether there will be truly usable and user-friendly products that don't confuse people with a bunch of complex technologies.
Reduce impulsive investments. From 2023 to now, if I exclude the 5 most important investments, it would be a devastating loss. But including them, it brings a sense of calm: the market always rewards humble, diligent, and confident behavior, and always punishes FOMO, gullibility, and foolishness.
For beginners, I recommend starting from https://t.co/EIMVhaCHyk
My investment channel: https://t.co/uRP7FMK6Iu
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
