Where will the copycat go❓ Please read this article carefully
The four kings of L2 are like the four dead, with a market value of nearly 10 billion US dollars at the opening, but how many real users are there❓ I believe everyone knows that there are many users who are just playing around on the chain, and the number of real users is very small
① The market value of the four kings corresponds to the same size in Web2, such as large listed companies such as Weilai Automobile, Zhihu, Weibo, and WLD is even more terrifying, with a maximum of 10U, a total of 10 billion, and a market value of 100 billion US dollars. You should know that there are only a few companies with a market value of 100 billion US dollars in the world. Companies with a market value of 100 billion US dollars include Boeing, Sony, Siemens, Meituan, China Merchants Bank, etc., and any market value in the currency circle is a market value of 100 billion US dollars out of thin air
② In my opinion, issuing coins and circulating them to smash the market, unlocking will only make arbitrage for the project party, especially stay away from VC tokens Low-circulation tokens are facing the unlocking at dawn. The cost of early institutions and VC financing to get coins is so low that you can't imagine it. They are only online for arbitrage, leaving only retail investors to take over stupidly.
③ This round of bull market is completely different from the previous bull market. The biggest feeling is that Bitcoin has broken through a new high. Many altcoins are even still at the bear market level. With the passage of ETFs, Bitcoin has gradually entered the mainstream market.
④ The passage of ETFs will attract huge amounts of funds. Of course, it cannot be seen in the short term, but it must be an explosive positive in the long run, which will inevitably push Bitcoin to an unimaginable price. But some friends asked, what about altcoins? For example, the four great deaths in the L2 track ARB OP STRK ZK
The passage of ETFs must be good for Bitcoin, but it may not be good for the currency circle, especially the four great deaths in l2. The liquidity brought by ETFs will infinitely push up the price of Bitcoin, and at the same time will infinitely dilute altcoins.
⑤ The passage of ETFs will also infinitely suck blood from altcoins, especially VC coins and POS coins. In the future, you will probably see the Bitcoin bull market and the altcoin bear market coexisting in the market
