
庞教主|May 29, 2025 13:02
There is a clear trend in the cryptocurrency industry this round, such as Penguin Chain, Binance Alpha, KAITO, and Pump, which are representative projects in this round. They all have a common feature of "entertainment socialization" in finance, such as group buying games, points, posts, and finding CAs, and then sharing strategies together
This is also an important factor to consider when selecting project opportunities in the future
The feeling it gives me is a change in the structure of the cryptocurrency investor group, with post-95s becoming the main force, bringing about a shift in investment logic
This is also the reason why our group of elderly people feel very difficult this round. In terms of age and mentality, we are objectively lagging behind
It reminds me that many narrative opportunities can be revitalized in the "Z era" of the cryptocurrency industry, which is also the core reason why I believe blockchain games can still rise. Blockchain games naturally cater to the "Z era"
B3 gradually entered my field of vision. Firstly, its Coinbase background is excellent and it has the ability to sustain itself. Secondly, it has just joined Bithumb, a Korean exchange. South Korea has always been a super testing ground for Crypto x game culture because the Korean market is very picky about game projects. Chain games without good skills will not dare to enter the Korean market
The point I am most concerned about is that B3's gameplay is starting to move towards the "Z era", such as its upcoming "staking for entertainment" mode
Staking B3 not only earns APY profits, but also allows players to play probability games and draw BTC and Milady NFTs. For example, if the first game is Lottery, staking any amount of B3 can earn a lottery ticket, and there will be similar "koi" rewards later on
There is also a real game console behind B3. In the past, we usually used public chains to develop and customize some mobile hardware, such as Sol Chain. However, to be honest, it is quite useless because traditional mobile phone brands have a strong stickiness. I have been using Apple all along, and Sol Chain gave me a phone that I cannot use on a daily basis
But game consoles are completely different. I was curious before why there were no blockchain game project parties to customize game console hardware. This time, B3 invested in a US game hardware company to create a coin circle exclusive game computer with built-in cold wallet and airdrop rewards. I use Apple to browse Twitter, and when I get tired, I use B3 game consoles to play some small games. This scene is more harmonious and realistic
To cater to the strategy of the "Z era", I can simply summarize that in addition to financial benefits, additional emotional value must be provided, such as lotteries, koi, game consoles, etc., which can stimulate emotions. We can imagine a group of post-95s in the cryptocurrency circle playing games with B3 game consoles, gossiping about who cleared the game and won a koi prize to make a fortune. Every day, people share their clearance strategies
This is the change of the times. It's too difficult for us old players to make money by playing games and coins every day. I would rather open a contract, but I can choose to bet on blockchain game projects that cater to the "Z era". I'll pledge B3 first
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