Another trading master has chosen to exit and retire

At the same time, @believeapp, which was once criticized for helping web2 to harvest profits from web3, has returned to 0.23

These two events together indicate one thing:

A version switch is happening, and new incoming funds are choosing narratives that they understand and find more stable—what you do, how well you do it, what your profits are, and what actual value you have—rather than just hot air

And all of this stems from a very simple reason:

From a personal perspective, it is very easy to explain @believeapp's actual value to friends outside the circle—decentralized YC, helping traditional entrepreneurs with funding and profit distribution

They will understand it very clearly and will try to buy a little bit, while on the contrary, when I mentioned white cloth to them before, I was met with strange looks—how does changing an avatar make it worth 300m

In summary, new investors are no longer picking up the mainstream narratives from the past on the chain; this idea may sound familiar, just like when the younger generation chose not to take over VC coins, and now it’s the turn of new funds from outside the circle not to pick up the hot air created by the insiders

So in this round, besides @believeapp, the other projects I like are @Xdream_me and @thegodofwealth_. I believe that web2 projects with profits entering web3 will ultimately be discovered for their value, even if the old investors in the circle do not recognize it; new investors who like to look at financial statements will find value; the latter is even more interesting. A few days ago, I asked them what they were doing, why the coin price was still flat, and their response was, we are making profits, currently daily TikTok earnings are xxxxx, and once our revenue is up, we will publish the financial report (liking does not mean making money; $launchcoin also took over a week to take off; this is just an example, not investment advice)

So the future of the crypto world is actually already very clear

The game rules of traditional financial markets will be superimposed on the crypto world

What was once seen as unimportant fundamentals will become the most crucial factors

Perhaps the feeling of the entire circle accelerating will become less frequent

But there will also be more projects that allow everyone not to have to keep staring at the market all the time

The next phase of the crypto world’s goal is probably to give birth to its own bubble mart, then migrate the global financial market on-chain, ultimately forming a unified financial market for humanity based on blockchain technology

As for now

Embrace the last rays of the air version

Ps: My PPMT has reached another new high