
Phyrex|Sep 01, 2025 19:19
Recently, I have only had a little bit of time in the early morning every day. I have to rush tomorrow and plan to go to KBW at the end of the month. Many people think that running will be completely useless and just a waste of time. Some old OGs on the stage are better off making money by pre-sale or short selling WLFI.
What's the point of listening to them?
My personal opinion is that in the trading market, a large part of it is a waste of time and nonsense. However, for emerging markets such as stablecoins and RWAs, industry discussions and gatherings are the best opportunities to gain inspiration. For example, with so many RWAs in the market now, which one is the true direction for future development.
For example, what is the most essential significance of on chain securities firms? These are all generated through collision and communication. Not to mention being so abstract, for project parties, KBW in Korea may be the most direct opportunity to face Korean KOLs and the Korean market. The Korean community knows that Korean investors are trading very crazily now, and they know that buying Korean won on UpBit can stabilize.
But if we can enter the Korean market? This is a big problem, for example, it is not easy for European and American companies to enter the Korean market. It is also very complex for Japanese speaking, Chinese speaking, and other minority language regions in Asia to enter the Korean market. Korean communities are rarely on Twitter, Korean KOLs use TG more often, and the Korean call market is more direct.
Even if you don't have enough understanding of the Korean market, you can only be deceived by Korean agencies. In this cycle, I have seen more and more project parties who value the Korean market.
For me personally, I also hope to hear the voice of Korean investors, know what kind of projects Korean investors are more interested in, what types of analysis Korean investors prefer, and see what methods Korean investors adopt when facing risks. These are all things I really want to know.
More importantly, I want to know if the concept of on chain securities firms is feasible in Korea. Learning is more important for me.
This article is sponsored by Bitget | @ Bitgetzh
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