After Trump’s election victory, the entire crypto market system environment will be reset, and the logic for discovering on-chain Alpha must keep pace with the times. This article is derived from a tweet by NingNing and compiled and translated by PANews.
(Previous Context:
During Trump’s first term, Bitcoin soared by 1900%! Can BTC hit $1 million this time?)
(Background Supplement:
Will Bitcoin hit new highs post-Trump’s victory and will the “good news” lead to a market crash? Is the currency overvalued?)
Table of Contents
Five Key Points for Discovering On-Chain Alpha
Firstly, crypto nihilism will become a thing of the past.
Secondly, the market will no longer tolerate “infra maxi”.
Thirdly, compliance will become one of the main themes for the next four years.
Fourthly, at the current stage, AI Agents are just office assistants with no self-awareness.
Fifthly, old application scenarios will be revitalized.
In September, the key on-chain projects Safe Wallet and the regularization leader Cowswap, both brother projects belonging to the same parent ecosystem, were successfully discovered and listed on Binance. The logic for choosing them at the time included the potential for Ethereum’s Pectra upgrade to revolutionize the application layer, anticipated growth in project business data, and the liquidity situation of tokens.
After Trump’s election victory, the entire crypto market system environment will be reset, and the logic for discovering on-chain Alpha must keep pace with the times. On-chain pure PVP intelligence tax has been paid with enough SOL as tuition, and it is time to cut losses and exit.
With the maturation of Raas service providers and the popularization of Cosmos SDK technology, the cost of building Web3 infrastructure has become dirt cheap, marking the end of the “fat protocol” era. All applications with users and real revenue will be rebuilt using AppChain. The distribution of industry benefits and the right to speak will accelerate towards products and operations.
“Code is law” should no longer 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. Compliant exchanges will be relaxed, combining with traditional finance to drive rapid growth in new scenarios (PayFI, RWA, STO, compliant stablecoins, compliant OTC, etc.).
We need to wait for OpenAI to redefine AI Agents in 2025. An important point to note is whether the bond between Worldcoin and OpenAI will surface after a 180-degree reversal in the US regulatory environment, and whether Sam Altmen will publicly discuss Worldcoin.
Opensea 2.0 will be reorganized using App Chain, and the new cycle of NFTs will return to the essence of consumer goods, appearing more in the form of Web3 game character props and digital companion dolls.
In conclusion, the PVP era has ended, and a new cycle of value investing as king has just begun.
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