After Trump’s election victory, the entire crypto market system environment will reset, and the logic of discovering on-chain Alpha must keep pace with the times. This article is derived from a tweet written by NingNing and compiled and translated by PANews.
(Previous context:
Bitcoin surged 1900% during Trump’s first term! Will BTC reach 1 million dollars this time?
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(Background supplement:
Will Trump’s election victory and Bitcoin hitting new highs cause a market crash? Is the coin price overestimated?
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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 be one of the main themes for the next 4 years.
Fourthly, at this stage, AI Agents are merely office assistants without autonomous consciousness.
Fifthly, old application scenarios are revitalizing.
In September, the leading projects Safe Wallet and Cowswap, both part of the same parent ecosystem, were successfully discovered and listed on Binance. The logic for choosing them at the time included: the potential paradigm shift in the application layer due to Ethereum’s Pectra upgrade, the expected growth of project business data, and the token liquidity situation.
After Trump’s election victory, the entire crypto market system environment will reset, and the logic of discovering on-chain Alpha must keep pace with the times. The on-chain pure PVP intelligence tax has already cost enough SOL as tuition, and it’s time to cut losses and exit.
With the maturation of Raas service providers and the popularization of Cosmos SDK technology, the cost of constructing Web3 infra has become dirt cheap, marking the end of the “fat protocol” era. All applications with users and real revenue will be redone using AppChain. The industry’s distribution of benefits and discourse power is rapidly shifting towards product and operations.
“Code is law” should no longer be an excuse for phishing teams, North Korean hackers, or scammers to commit misconduct. Large offshore exchanges may be required to separate Bitcoin mining, venture capital, market-making, custody, and wealth management businesses independently. Compliant exchanges will be deregulated, combining with traditional finance to spur 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. One point to watch is whether the bond between Worldcoin and OpenAI will surface after a 180-degree reversal in the U.S. regulatory environment, and whether Sam Altman 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 summary, the PVP era has ended, and a new cycle of value investing is just beginning.
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