$ICP #ICP生态

Thinking of a point

The rise of SOL is inseparable from one thing: the strong intervention of large capital, which completes sufficient turnover in the process of soaring and plummeting, with capital consuming a large number of retail investors' chips.

So, will there be large capital intervening in ICP?

My answer is: most likely not

Some people take a 1x increase and choose to cash out, some take a 2x increase and choose to cash out, some take a 5x increase and choose to cash out. This is why countless people online say they bought SOL or BNB at such low prices, but couldn't hold on.

If there weren't so many people choosing to cash out, there wouldn't be today's SOL and BNB.

Sufficient turnover is a necessary condition for healthy growth.

So is it possible for ICP to achieve sufficient turnover?

No, because the staking rate of ICP is close to 50%, meaning nearly half of the chips are locked up; regardless of how the capital rises or falls, the doors are welded shut, and they cannot cash out.

If large capital really intervened, every rise would only enrich those on the bus, while capital itself profits very little.

When there are too many people on the bus, more than those pushing the bus, the best choice for the pushers is not to push this bus.

And the entire ICP ecosystem has adopted the staking logic of ICP, often starting from 8 years, which is why even for ecosystem tokens that have already gone on CEX, there are no signs of capital intervention, and even market makers are unwilling to get involved in the ICP ecosystem.

This is a capital market. If you firmly believe that technology does not need capital, DFINITY should transform into a laboratory, living off selling patents and technical support, rather than living off selling tokens.

Don't forget, operating systems were not invented by Bill Gates, but those who invested in Microsoft early on were able to make money.

As for those technical pioneers, perhaps we can erect a monument for them, commemorate their contributions, and acknowledge their status.

But in the capital market, you should stay away from these technical pioneers, because you won't make money.

Capital does not do charity, and we do not do charity either.