
庞教主|Sep 28, 2025 13:27
Aster's fatalism, having gained all the advantages, has taken away the secrets of heaven and will surely perish
A friend of mine recently switched to a full stack storage platform called Aster. The reason is simple: Aster has all the advantages of unlimited funds, unlimited manpower, and is fully bound to Binance. There is no possibility of Aster failure
To be honest, from a rational perspective, I also cannot find the possibility of Aster's failure, but this is precisely the problem, an investment opportunity that cannot find the possibility of failure
ASTER, backed by CZ and Binance, has mastered the industry's highest traffic entry point, while HyperLiquid has set a model, which was originally a "perfect timing". But in metaphysics, reaching the limit of time often means losing variables. Binance itself is a huge exchange empire, almost monopolizing user traffic. The Binance system has numerous resources, and everyone is eager to rely on it, which is simply a case of 'heavenly protection'
Rationally speaking, Binance can completely turn Aster into a new "on chain Binance" and continue to dominate the next cycle of the cryptocurrency industry. But have you ever thought about how Binance started? When Binance started, it was a small and insignificant player among many exchanges, with no advantage. However, it chose to bet on the ridiculous thing of "coin trading" at that time
With the arrival of the 94 ban, cryptocurrency trading has actually made the right bet, taking off all the way until now
At this time, the rise of Binance precisely conforms to the logic of the heavens. The real demons often come from niche and peripheral sources, and are killed by struggling desperately, rather than being "predetermined giants" supported by large companies
Looking at the current Aster, resources are fully equipped with CZ to protect it all the way, but fate is too heavy, lacking the resilience of "nine deaths for a lifetime", and even a slight gust of wind and grass will cause it to collapse. The problem with ASTER is that it "has all the advantages of nature", losing the vitality to grow against the trend
From a business logic perspective, large companies often lack the genetic makeup to launch new projects, easily falling into the dilemma of path dependence and resource surplus. The true achievers are often not designated as giants from birth, but rather emerge from the edge and change their fate against the odds, just like how Binance once bet on a niche and seized the fortune of the times
When investing, we often forget one thing, which is "impermanence". This is the way of heaven, and the only constant is change itself
To the friends of Suohaaster
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