I'm increasingly feeling that, in this cycle, cash is king.

In the last bull market, there was a shortage of good projects in the market, and even large VCs had to go and flatter founders to find slightly better projects, resulting in a hundredfold increase in the value of a single coin. StepN brought Web2's joy run onto the chain, a simple innovation that yielded great results. The team, investors, and early participants all made a fortune.

In this round, there is no shortage of projects. We can easily find dozens, even hundreds of projects waiting to be launched, with teams adorned with halos and institutional endorsements. What is lacking in this cycle is liquidity and new users (new leeks). This is why I have heard a lot about VCs bypassing the project parties and going directly to market makers to complete the first- to second-level liquidity exit. This is also one of the reasons everyone is talking about MEME and not picking up VC coins.

This is a bull market, but the market does not have enough liquidity.

Web3 urgently needs a catalyst to attract a large influx of Web2 users and achieve a historic mass adoption.

Possible directions include: Ton, Bitcoin ecosystem, US compliance track, Payment, AI + Web3.

Web3 #Blockchain #AI

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