In the past few weeks, I have been paying attention to Binance Alpha's moves. To be honest, the pace has indeed been getting faster, with new projects emerging almost every few days. For those who chase trends, this is undoubtedly a 'blessing,' but for myself, I actually feel it's time to hit the brakes.
Alpha has indeed given us a lot of 'first-hand' opportunities, allowing you to get in touch with some directions that may become popular in the future quite early. But for me, what’s more interesting is the trends it reveals behind the scenes—capital is starting to consciously move towards more diversified tracks like AI, RWA, infrastructure, social... The simultaneous advancement of these directions means that the market's attention is no longer concentrated on a single point.
My current mindset is as follows:
Pick: Not all projects are worth chasing; Alpha is just an entry point, and what can truly go far still depends on the fundamentals.
Wait: Sometimes the market will hype things up immediately, but the real value of most projects needs to wait for landing or validation. Therefore, I would rather earn a little less and wait for clearer signals.
Move less: Frequent switching can easily lead to being 'harvested' by the market. I prefer to focus on two or three directions and track them continuously.
It's true that new projects are launched quickly on Alpha, but that doesn’t mean I have to rush as well. My logic is simple: when the market runs fast, I need to stay steady. True gains are often accumulated slowly when others are restless.
To sum it up:
Alpha is the stage, but the pace must be set by oneself.
