2025 Cryptocurrency Spring Festival Wealth Protagonist
—— Focus on Four Core Logics
1. Technology Mainline
Layer2 Final Battle
ZK-Rollup (StarkNet/zkSync) reduces costs to the 'penny' level, carrying billions of users in SocialFi/GameFi traffic.
AI-Driven On-Chain Revolution
Decentralized computing power (Render) + data assetization (Ocean) address AI infrastructure pain points, AI agents (Fetch.ai) achieve automated trading.
Seamless Cross-Chain
Chain abstraction technology smooths out multi-chain fragmentation, allowing users to access BTC/ETH/Solana ecosystem assets with one click.
2. Policy Game Changer
Europe and America: The US SEC delineates the red line for token attributes, and the EU MiCA bill is favorable for compliant exchanges (Coinbase).
Asia: Hong Kong RWA sandbox activates trillion-dollar real-world assets on-chain, with USDC becoming an institutional deposit channel.
Institutional: BTC/ETH ETF management scale exceeds hundreds of billions, compliant DeFi (MakerDAO) absorbs traditional financial traffic.
3. Wealth Track
RWA: Tokenization of US Treasury bonds (Ondo) leads the way, with real estate/carbon credits following.
SocialFi: Tokenization of fan economy (friend.tech) disrupts Web2 platform commission models.
Whole Chain Gaming: Asset cross-game reuse (Dark Forest) breaks the deadlock of economic collapse.
Bitcoin Ecosystem: Rune Protocol + Stacks L2 activates BTC DeFi.
4. Risk Warnings
⚠️ Technology: ZK vulnerabilities/cross-chain bridge attacks may trigger an avalanche
⚠️ Regulation: US crackdown on privacy coins may lead to market flash crashes
⚠️ Macroeconomic: Global debt crisis triggers liquidity exhaustion
5. Protagonist List
Technology Leaders: StarkNet, Celestia
Compliance Winners: Ondo, USDC
Ecosystem Dark Horses: Whole Chain Game Engines, AI Agent Protocols
Consensus Kings: BTC (halving deflation), ETH (L2 explosion)
Action Guide
Focus on Leaders: Heavily invest in top Layer 2 protocols (airdrop expectations + ecosystem dividends)
Follow Policies: Allocate compliant platform tokens (Coinbase, Circle)
Bet on Trends: Early projects in RWA + AI tracks at low entry points
Mitigate Risks: Increase BTC holdings before halving cycle, maintaining leverage below 20%
