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Bitcoin Investment: The Evolution from High Risk to the Best Timing In February 2011, Bitcoin first broke through the $1 barrier, sparking widespread discussion in the financial community. At that time, I was managing a team that provided ETF data and analysis services, and we discussed this milestone event in a meeting. Although there was an opportunity to invest in Bitcoin, most people chose to wait and see due to the significant risks present at that time. Looking back at history, we should not blame ourselves for missing early investment opportunities. In the early stages of Bitcoin's development, investing in it indeed carried many uncertainties. For example, the terms of service of the largest cryptocurrency exchange at the time were filled with risks, and investors had to transfer funds to unknown accounts. Additionally, there were many risk factors such as custody, regulation, technology, and government intervention. However, over time, Bitcoin has gradually eliminated these significant risks. The reliability of trading platforms has improved, and well-known financial institutions...

Where is the real value of Web3 AI after the AI Agent bubble bursts? In the fourth quarter of last year, the AI agent sector rapidly emerged, with its market value skyrocketing from nearly zero to over $20 billion. Various "agents" have emerged, including humorous, even quirky ones, as well as "financial agents" that can automatically trade cryptocurrencies and help you make money. However, this craze came quickly and left just as fast. After the bubble burst, many projects collapsed one after another. Nevertheless, some AI projects and infrastructure with practical value are still developing steadily, and true value is beginning to emerge. The next wave of Web3 AI is brewing, and this time it may not just be hype, warranting our close attention. When a new track or hotspot emerges, the market often pays little attention to the fundamentals. As long as the project looks lively, has buzz, and presents well, regardless of its actual utility, its market value can easily reach hundreds of millions of dollars. In this wave, a

Analyzing the Importance of Tokenomics and Its Analytical Methods The tokenomics model is crucial for the success of Web3 projects. Developers need to carefully design the economic model to ensure the long-term sustainability of the project, while users should carefully evaluate the tokenomics of the project before participating, as this helps improve the success rate of investments. We can analyze the tokenomics model from four dimensions: token supply, token utility, token distribution, and token governance. Token Supply Evaluating the token supply mainly considers four indicators: 1. Maximum Supply: The upper limit of the number of Tokens as specified in the code. 2. Circulation: The current number of tokens in circulation. 3. Current Market Cap: Price multiplied by Circulating Supply 4. Fully Diluted Market Cap: Price multiplied by Max Supply The token burning mechanism is also an important factor affecting supply. Continuously reducing supply can lead to deflation, while continuously expanding supply can cause inflation. Token utility

Building Web3 Super Apps: The Evolution from Fat Protocols to Fat Applications The Web3 space is undergoing a paradigm shift, evolving from fat protocols to fat applications. The concept of fat protocols was proposed by Joel Monegro in 2016 and has achieved good results as an investment theme, but it seems insufficient in the long run. This article proposes the concept of Fat Application (FAPP), assuming the following: Applications that provide a wide range of products will accumulate the maximum value. Dominant applications of Web2 often start from a specific professional field, and after gaining a dominant position, they provide a series of different products, leveraging network effects and fully utilizing user advantages: "Use tools to attract them, use the network to imprison them." Killer applications and products in the crypto space perform excellently in many ways. A certain trading platform is a typical example, as it spares no effort to cater to every user, gradually providing all crypto-related products within its custody platform. From one

Recently, the crypto market has been influenced by multiple factors, facing fluctuations and opportunities. Bitcoin has surpassed $120,000, Solana has seen significant rises, and the NFT market is active. The upcoming CPI data and "Crypto Week" have raised market expectations, while regulatory and legal conditions still need to be followed, requiring investors to remain cautious.