2025 Crypto Market Ultimate Review: Where Does Your Sense of Achievement Come From?
Second Layer: Rotation of Mainstream Narratives (Early α Sources)
AI Track: The macro environment of the U.S. stock market runs parallel with crypto. It has moved from concept to a segmented phase. Decentralized computing power, data markets, AI agents and DeFi, among other imaginative combinations. It can also be divided into infrastructure + models + applications, with a more nuanced classification from agents to frameworks at the application level. The concepts are constantly evolving, but the essence is the ability to capture value, which is directly influenced by proximity to money and affects market performance. Funds are willing to repeatedly validate, but caution is needed against technical bubbles.
RWA Track: Becoming the "Value Stock" of the Crypto World. The yields of on-chain U.S. treasury bonds and other products have begun to attract retail investors, with a long narrative lifespan and small drawdowns, making it the main battlefield for institutions and conservative investors.
The core is to invest in growth that you can understand.
The benchmark thought, an inappropriate analogy is Peter Lynch, who captures clear growth directions and trends through fundamental research and heat (the analysis of risk-reward ratios is equally important). Crypto investors are good at finding new narrative tracks and trending tracks. If the leading company in the #defi track requires professional knowledge for valuation assessment, these two tracks are relatively early where attention and trends are easier to capture and should not be missed.
Sense of achievement comes from: "I'm not chasing trends; I'm proactively laying out the infrastructure for the next generation of the internet or the on-chain version of traditional finance."
