Bull Market restarts! The Alpha investment opportunities on-chain are undergoing a major reshuffle. These 5 trends must be followed.

Opportunity confirmed on the right side✅, ready to explore new on-chain ALPHA investment opportunities.

In September, the leading Safe Wallet and the leading Cowswap, which belong to the same ecosystem, were successfully discovered. Both projects have been listed on Binance.

The logic behind choosing them includes: the potential for application layer paradigm innovation of Ethereum Pectra, the expected growth of project business data, and the Token Liquidity situation.

After Trump's victory in the election, the entire encrypted market system environment will be reset, and the logic of discovering on-chain Alpha should keep pace with the times.

First of all, encryption nihilism will become a thing of the past, and on-chain is purely a PVP IQ tax. Everyone has paid enough SOL as tuition fees, it's time to stop loss and exit.

Second, the market no longer tolerates 'infra maxi'. With the maturity of Raas service providers and the popularity of Cosmos SDK technology, the cost of Web3 infra construction has become very low, and the era of 'fat protocols' has come to an end. All applications with users and real income will be re-enacted with the paradigm of AppChain. The distribution of industry interests and discourse rights is accelerating towards product and operation.

Thirdly, Compliance will become one of the main themes in the next 4 years. 'Code is law' should not continue to be an excuse for phishing teams, North Korean hackers, and scammers. Large offshore exchanges may be required to separate Bitcoin mining, venture capital, market-making, fund custody, and wealth management businesses. Compliance exchanges will be deregulated and combined with TradFi to create new scenarios for rapid growth (PayFI, RWA, STO, Compliance Stable Coin, Compliance OTC, etc.)

Fourth, at the current stage, the AI Agent is just an office assistant without self-awareness. We need to wait for OpenAI to redefine AI Agent in 25 years. One thing to follow is whether the bonds between Worldcoin and OpenAI will come to the surface after a 180-degree turnaround in the U.S. regulatory environment, and whether Sam Altmen will publicly discuss Worldcoin.

Fifth, the old application scenarios are rejuvenated. Opensea 2.0 will be reconstructed with the paradigm of App Chain, and the new cycle of Non-fungible Tokens will return to the essence of consumer goods, appearing more in the form of Web3 game character props and digital companion dolls.

In short, the era of PVP has come to an end, and a new era of value investment has just begun.

【Disclaimer】There is risk in the market, and investment needs to be cautious. This article does not constitute investment advice. Users should consider whether any opinions, viewpoints, or conclusions in this article are suitable for their specific situation. Investment based on this is at your own risk.

This article is authorized to be reproduced from: "Foresight News"

Original author: NingNing