时间：2024-03-18|浏览：217
Where is the next big opportunity of 30 times?
1. There are too many funds and people on SOL, and GAS is low and fast. Comparing funds, people, and speed, it seems impossible that any L2 can match it.
2. Ethereum’s re-pledge, DA, L2, and L3 are all increasing complexity and fragmenting liquidity, and due to the separation of interests and human nature, unification is impossible. Even if we engage in chain abstraction, etc., who is abstracted by whom? There is no way to unify.
3. In addition to Sol, there are other things like ICP, but at today's point, when comparing people, money, and ecology, the right time, place, and people are all on SOL's side. As long as users continue to pour in, this bull market will secure its position. The future is bright.
4. Who can get the first 100 million active users? Is there any possibility of L2? It seems difficult for the moment. If experts have different opinions, please feel free to provide guidance.
5. The direction of exiting the circle and draining traffic on SOL is very important, but it is probably the only correct way. DEpin + meme, physical + virtual, are both big killers. DEpin is similar to JD.com building logistics warehouses, and meme is similar to issuing stocks to attract traffic and financing.
6. Go fishing where there are plenty of fish. Where will the most fish be in the next few years? I think it's sol, but I look forward to seeing different opinions.
7. Bitcoin L2 seems uninteresting. It is still the imagination of technicians. The slogan of "releasing BTC liquidity" is still "exchange your BTC for my air coins". This approach is no longer feasible after DeFi has educated the market. It makes sense, especially when old junk projects can also use new slogans to cut off some people, the market will be cut deeper.
8. Expectations for the runes protocol are high, but in the past, if it was popular, it would die. Can this be an exception? I have no idea. But I no longer have the passion I had when I first met Ordi. If you look at it as a meme, I haven’t missed any of the best memes, but if the popularity of runes comes from the founders of ordinals, then the upper limit of the founder is the upper limit of runes.
Of course, I missed brc420 eths, so I should continue to miss runes and one project after another doing things in the name of runes.
Those are not in my "batting position."
9. The AI track is very hot. It is my favorite outside of memes. It is also a long-term track with the second most people. Near qun+v: 362014583, but it is not easy to find low-valued projects here. The first-level project has already started with a capital of US$1 billion before it is listed on the market.
How can we continue to find more than 30 times the opportunity here? Still thinking about it - in the market controlled by institutions and VCs, there is no information gap, so it is quite difficult.
10. Social networking is a potential explosive field, but if you do it well, there is a high probability that you will not issue coins and go halal; and many of those who do issue coins are not very good. It is worth looking forward to whether there will be products that are truly usable and easy to use, rather than products that are confusing people with complicated technologies.
11. Investment should reduce the chances of selling. From 2023 to now, if my investment income excludes the five most important transactions, it will be a tragic loss - but after adding it, it is a point that makes me feel calm: the market will always reward humility and diligence. and confident self, while always punishing the fomo, gullible and stupid self. #BTC #DOGE #BTC
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