大宇
大宇|12月 01, 2025 01:56
VC, mining, and micro strategies in the cryptocurrency industry are all difficult, what will happen? 1. First, let's take a look at VC These two or three coins should be quite difficult for venture capitalists in the cryptocurrency industry, but their difficulties are being passed on to each and every one of us. VCs actually put in a lot of effort. It seems that high FDV projects are unlocked early, and don't think they are glamorous. In fact, they are also a vulnerable group. Various project parties delay or reduce unlocking when prices rise, and lose contact when prices fall. Moreover, many of the top venture capitalists in Europe and America invest in infrastructure projects, unlike HYPE which has cash flow. However, it cannot be said that these actions are meaningless. Whether it is public chains, re staking, or various hardcore technologies, they certainly think they are useless now. But it cannot be said that the passionate venture capitalists at that time were full of expectations for SB - when ETH first came out, V gods were CX leaders, and the Bitcoin community devalued ETH to nothing. However, the infrastructure projects that were invested in did not emerge, and some project parties and market makers were able to find ways to cash out when they rose, while most VCs were already worthless when they unlocked them. There is a joke that at the end of the year, if each VC calculates their accounts and loses 80%, their performance may be among the top in the industry because everyone loses 95%. 2. Looking at the mining industry again Now, depending on the different mining machines, electricity costs, and operating costs, some still have good profits, some have already broken even, and some are already losing money - although as long as they can cover electricity bills, they will continue to mine. And a common trend is that mining companies, due to their good performance in power and infrastructure, are heavily shifting to AI because of the trend in AI. Currently, power infrastructure in Europe and America cannot keep up and is very backward, while mining companies have become a hot commodity, with higher profits from switching to data centers. So, while we are still discussing what to do if mining profits don't work out, the new situation over there is: when building data centers is more promising than mining, what if the miners leave. If the miners leave and the computing power decreases, then Bitcoin may not have to rise and can remain stable. 3. Micro strategies What is the impact of micro strategies on Bitcoin's growth from 16000 to 120000? It's not just about buying. At critical positions such as 30000 and 49000, when the market is extremely fearful, does the reckless buying of micro strategies provide support and confidence? Will these supports and confidence be beneficial for the market to follow up? After skyrocketing to 80000, the micro strategy is still aggressively buying. Will it bring ETF buying orders? Definitely, so there is no micro strategy, and now the cryptocurrency market is even worse off. When Micro Strategy was at its peak, its trading volume ranked among the top in the US stock market, just like perpetual motion machines. But now it is facing a devastating blow, and there is a high probability that it will pass. Da Mo will kick it out of the index - which is highly likely to happen. Afterwards, Micro Strategy will find it difficult to maintain these buying orders, and it will become a fund management company in the future. How many people will give him money? But all of these are being conveyed to everyone: VCs are no longer making money. Although they invest with other people's money and are not as distressed, they will not be able to raise funds in the future, so we can see so many disbandments. After all, everyone knows that it is becoming increasingly difficult to make money as a venture capitalist in the cryptocurrency industry. Without the VC team, the high FDV opening projects we criticize now will also have low FDV, and Binance's listing will not be able to create wealth. Only the garbage project side can cooperate with garbage market makers to occasionally explode left and right. Miners are no longer making money. If there is a mining accident, we won't be able to recover. The micro strategy has cooled down, and Sela can only say that it's not so easy to see me die. I am invincible, and my personal Bitcoin will be destroyed in the future. I am just doing the right thing for my ideals. When time comes, heaven and earth work together, but heroes are not free when they are transported away. Whether you like it or not, change is always happening, and we can only choose to embrace it.
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