2026-01-03 04:23:02

The cryptocurrency market has indeed been quiet lately, with no explosive news. But I did open my fund account and took a look at my investment portfolio—it's all green profits, which feels really good.

Honestly, now investing in Vietnamese stocks makes me think of the feeling I had twenty years ago when trading Maotai in China. Since last year, I've been regularly investing in an index fund tracking the Vietnamese market. By the end of this year, it has gained about 13%. Making money is definitely satisfying, but then I look at the VN-Index, which has surged over 40% this year. My fund can't keep up—mainly because the platform offers very limited Vietnamese stocks, and the index it tracks isn't aggressive enough.

The most heartbreaking part is that I can't get access to the truly top-performing stocks. For example, the Vietnamese real estate leader Vinhomes has tripled this year, with over 200% gains; bank stocks are also soaring. Missing out on good stocks is one thing, but being restricted by daily limits makes it even worse—investing regularly becomes a real torture.

But on the other hand, I still have a pretty optimistic view of the Vietnamese market and plan to keep investing regularly for five to ten years. Vietnam is currently at a critical window of economic takeoff—industrial parks blooming everywhere, a young and abundant labor force, strong export growth, and huge infrastructure investments. Isn't this just a replica of China's early reform and opening-up period? Demographic dividends, manufacturing industry transfer, urbanization wave—all the essential factors are present.

Looking at this year's performance: the VN-Index in Vietnam skyrocketed 40%, while the S&P 500 in the US only rose about 16%. In terms of return rate alone, Vietnam is far ahead. Holding for five or ten years, the probability of losing money is really low.

The biggest obstacle is the high entry barrier. Opening an account locally is a nightmare—KYC processes are ridiculously complicated, with piles of paperwork, and language barriers make it even harder.

I've been thinking, it would be great if a major exchange could put Vietnamese stocks on the blockchain! Learning from the US stock market, launching derivatives like xVHM or xVN-Index on DEX or spot trading platforms would be so convenient—liquidity would be sufficient, trading 24/7 at any time, completely bypassing those cumbersome limits and account opening procedures.

This wave of opportunity in Vietnam really reminds me of the early days of China's stock market.

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CrossChainBreather

· 6h ago

The lush green combination is really satisfying; when the crypto circle is quiet, it's actually a good opportunity to make money. Vinhomes tripled, why didn't I hold on to it all the way? It's still the platform's strict restrictions. Vietnam is the story of the next decade. Stick to dollar-cost averaging and you'll never regret it. It would be perfect if the exchange quickly put the VN index on the chain, so we wouldn't be blocked by daily limits. Combining the crypto world and the stock market—that's the real way to play.

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bridge_anxiety

· 01-03 04:46

The crypto market is cooling down, but investing in Vietnamese stocks is truly visibly profitable. Vinhomes tripled in value, and I didn't get in—I'm so regretful. It would be perfect if we could trade the Vietnamese index directly on a DEX. The current quota restrictions are really tough. This wave in the Vietnamese market really feels like the next decade's opportunity hotspot.

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DeFiVeteran

· 01-03 04:45

Although the crypto world is cold, Vietnam is indeed hot. It's just that current platform restrictions are too many, and good stocks are extremely rare to find. --- Vinhomes tripling in value was really missed. It would be great if trading could be on-chain, allowing 24/7 entry and exit. --- A 13% return is also pretty good, but seeing the market drop 40% directly... This is why markets with opaque mechanisms are the most heartbreaking. --- Vietnam's track is actually not a bad call; it's just that the trading mechanism is bottlenecked. When it can become as convenient as the US stock market, that will be the time. --- Long-term optimism for Vietnam is fine, but these quota restrictions in the short term are really suffocating... need to find a way to bypass them. --- So you mean to develop Vietnam derivatives on DEX? I like this idea, it saves a lot of KYC hassle.

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degenwhisperer

· 01-03 04:43

The crypto circle is quiet, well, my Vietnam fund is quietly making money anyway. Vinhomes tripled? I missed that a long time ago, the quota limit is really incredible. It would be great if exchanges could list Vietnamese stocks on-chain, trade anytime 24/7. When the crypto market is boring, dollar-cost averaging into the Vietnam index is very stable. The green and lush returns look great, but it's a bit hard to keep up with the market. Quota restrictions are tightly limiting, making good stocks feel out of reach. This opportunity in Vietnam is just like the feeling of China trading Moutai back in the day—whoever catches it will get rich.

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TokenTherapist

· 01-03 04:40

The crypto market is quiet, but index funds are going crazy—what a stark contrast. Vietnam stocks going on-chain? Haha, I like that idea, directly bypassing that pile of KYC crap. Vinhomes tripled in value, and you didn't get in? That's really unfortunate. Feeling like you can't keep up with the market—that's just watching others get rich while you sit in the dust. Vietnam's current situation really resembles China twenty years ago, but the problem is... can we live to see those dividends? Daily quota limits are truly a torment—that's the biggest bug. 40% versus 16%, the data is right here—Vietnam is indeed impressive. Investing for five to ten years sounds easy, but the mental test in the middle is the real killer.

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ColdWalletGuardian

· 01-03 04:40

Wait, when the crypto market is quiet, you go and trade Vietnamese stocks? I really didn't see that coming. Vinhomes tripled? Are you telling a story or is this real trading? That's pretty impressive. On-chain Vietnamese stock derivatives? That's a good idea, but it feels a bit overthought. DCA for five to ten years, but worried that a new trend might emerge by then, making it hard to sit still. 13% vs 40%, that gap really hits hard. If you can't keep up, you just can't keep up. Opening an account is really troublesome. Tried last year and gave up directly. Vietnam really has opportunities, but don't be too optimistic. The risks are still there.

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GateUser-44a00d6c

· 01-03 04:39

The crypto world isn't very exciting; on the other hand, Vietnamese stocks are more interesting. However, the 13% increase was beaten down by the 40% surge in the market, which indeed feels tough.

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