This market has been mixed for almost ten years, watching one stubble after another project rise and fall, and now looking back, can it really survive? Handful.
Most of the so-called innovative projects are either silent or slowly losing blood. There are really not many who can withstand the full bull and bear cycle and still stand.
I now believe more and more in the logic that the value of the entire crypto world will eventually be concentrated like a funnel to a few core protocols. Those things that have a real consensus and established a moat can eat the cake of the market for a long time. According to my own observation, more than 90% of the market value may be taken away by these seven in the future:
BTC、ETH、SOL、LINK、AAVE、BNB、HYPE。
Other? Most of them are just hurried passers-by in the cycle.
The above targets are basically the combinations I can think of with relatively minimal risk and relatively high certainty. Of course, the market is always full of variables, and this is just a personal judgment.
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WhaleInTraining
· 4h ago
The word is really used on the fingers, and 90% of the items are just air balloons
There are really a few who can live for ten years, and the others are leek harvesters
HYPE is a bit interesting to put in, but this combination is really stable
There is nothing wrong with the funnel theory, and small coins basically have to be buried
Tired of seeing these innovative projects that run away, it is better to all in these seven
In the past ten years, these few things are worth watching, and the rest are all stories
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LiquidityOracle
· 4h ago
This wave is really right, watching the rounds of projects die is really heart-wrenching
There are really very few who can survive two full cycles, but I still think this list of the Seven King Kongs can be adjusted
HYPE is a bit reluctant to make the list, but I am still more optimistic about the potential of some layer2s than it
The induction is right, but don't bet on the top seven, diversification is the king
Ten years of leek confession, every time I feel that I have found the final answer, and the result...
I've heard bankruptcy theories too many times, but the market has always liked to slap those "endgame" in the face
---
The projects that make money are the same, and the projects of the living dead have their own routines
However, the moat between SOL and LINK is indeed much deeper than at the beginning, I admit this
This funnel theory is right, but people will still bet on the 0.1% dark horse, which is the psychology of gamblers
Market capitalization is inevitable, but who said that there are only seven concentrated? History has been rewriting the leaderboards
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FlashLoanLord
· 5h ago
This is so true, I also watched a bunch of zero coins fall from heaven to hell
The logic of moat is indeed tenable, but I have to put a question mark on the HYPE option
Ten years is a big wave, and the rest is real money
Just looking at BTC and ETH, the rest is really betting on probability
I believe in these seven 90% of the time, but don't give up the remaining 10% of the chance
To be honest, most of the projects that are still innovating are either unable to die with strong financing capabilities, or they are pure gamblers' games
I don't think other currencies are all black, some are a matter of timing
There is nothing wrong with this judgment that the concentration is getting higher and higher, and the trend is already obvious
This market has been mixed for almost ten years, watching one stubble after another project rise and fall, and now looking back, can it really survive? Handful.
Most of the so-called innovative projects are either silent or slowly losing blood. There are really not many who can withstand the full bull and bear cycle and still stand.
I now believe more and more in the logic that the value of the entire crypto world will eventually be concentrated like a funnel to a few core protocols. Those things that have a real consensus and established a moat can eat the cake of the market for a long time. According to my own observation, more than 90% of the market value may be taken away by these seven in the future:
BTC、ETH、SOL、LINK、AAVE、BNB、HYPE。
Other? Most of them are just hurried passers-by in the cycle.
The above targets are basically the combinations I can think of with relatively minimal risk and relatively high certainty. Of course, the market is always full of variables, and this is just a personal judgment.