2026 is viewed as a watershed moment in the crypto space, dividing the crypto race into the first half and the second half.
The bull market of 2017 is referred to as the 'retail bull'.
Key figures: Baoyier who sells beef, Li Xiaolai who teaches English, Sun Yuchen who is in university, Zhao Changpeng who sold his Shanghai property to invest in Bitcoin.....(grassroots)
The bull market of 2021 is referred to as the 'institutional bull'.
Key institutions: Grayscale, Meitu Xiuxiu, JPMorgan.....(institutions)
The bull market of 2024 is referred to as the 'national team's entry'.
Representative lineup: Blackstone, Fidelity, BlackRock, Trump......(national team)
In the second half, our competitors are no longer the losers who used to sell beef, teach English, or go to college, but rather high-net-worth individuals from Wall Street, Stanford, Harvard, and Oxford. In the face of such intense competition in the blockchain's second half, where is the opportunity for the ordinary proletariat?
Is it AI? RWA? DIPIN? Or DAO?