Seeing many people feel disappointed in the crypto space, I want to share my views on the future—simple and direct, full of substance.

1️⃣ Bitcoin's market value will surpass gold

Bitcoin will ultimately become the second-largest asset globally, after the US dollar. The strategies of Eastern and Western players differ: the East is all-in on gold, the West is all-in on Bitcoin, you know what I mean. Mainstream capital will gradually concentrate, and the trend is irreversible.

2️⃣ ETH will be replaced by SOL

Solana is becoming increasingly stable, and the risk of downtime has almost disappeared. PoS public chains pursue decentralization, but in essence, they are data center chains, and downtime can happen at any moment. Users just want a chain that is fair, transparent, and has low fees; Solana better meets the casino-like demand.

3️⃣ Web3 innovation is close to its ceiling

The gameplay is limited, at most deriving new token issuance forms based on existing foundations. Last year's inscriptions, this year's memes, ultimately are just fleeting phenomena, unable to shake the mainstream asset landscape.

4️⃣ Distinguish between the crypto space and the Bitcoin space

The essence of the crypto space is "exchanging your Bitcoin for something else"; most altcoins are speculative or even scams. This year, out of hundreds of thousands of altcoins, fewer than thirty have outperformed Bitcoin. In the next cycle, even fewer. To win, your position must be concentrated in Bitcoin.

5️⃣ The core of the crypto space is always finance

Bitcoin = modern gold

DeFi = Wall Street finance accessible to everyone

Meme = transparent lottery

All future gameplay will revolve around financial logic and will not deviate from its essence.

In summary, the crypto space will not disappear, but only those who recognize the direction and grasp the main line will survive; everything else is just entertainment. #美国加征关税 #内容挖矿升级 #加密市场回调 $ETH $XRP $SOL