CKB doubling, talk about the current narrative hotspots!

First of all, congratulations to the partners who have followed and gained substantial profits.

The #BTC ecosystem and #TON ecosystem should be the most politically correct options for #Web3 at the moment. I often talk about the first and second-level linkage. From the primary market, we can see that the recent investment trend is changing from previous investments in #AI, #DEPIN, #RWA, and infrastructure to investing in #BTC ecosystem and #TON application products, especially from overseas investment institutions.

In essence, the #BTC ecosystem can release hundreds of billions of incremental funds. Based on the current BTC market value of 1.1 trillion, calculated according to the #ETH DEFI standard, the TVL of DEFI applications should account for about 28% of the #ETH market value. By analogy with BTC, this will release a fund volume of 308 billion. This will undoubtedly bring about a vigorous explosive growth to the market.

The development of #TON is essentially about traffic. We often say that 1 billion users is a critical singularity. After Web2 broke through 1 billion users, it showed exponential growth. It is crucial for Web3 to quickly achieve 1 billion users. Only by introducing more Web3 users can we obtain more off-chain funds and more irreplaceability and attention. After all, #BTC has only 21 million coins, while the market has 400 million users. The value anchoring brought by 1 billion, 3 billion users is completely different. So the recent behavior of Binance can also be said to be a kind of guidance and driving force for user growth, contributing to the overall Web3 market.

This year, both primary and secondary investment institutions are particularly difficult, and it is currently at a critical fundraising point to prepare for the next cycle. If there is not enough good performance and data, it will be a disaster for #Web3 VC institutions. After all, LP investors only care about returns, and sentiments are another matter, as the capital market has always been this way. VC is the core driving force for the development of #Web3, although retail investors are now criticizing VC coins, it cannot be denied that they have brought a lot of correct and innovative guidance and platforms to the market.

In the future, we need to focus more on the gameplay and strategies of the #BTC ecosystem. In addition, we should try more small games and DEFI in the #TON ecosystem. When the market is not doing well, we should all go and play with the cats (@CatizenAI), the airdrop returns should be good today. We should do more politically correct things, but do good deeds without asking about the future! #Web3 always brings surprises! 🧐

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