Black Friday market is a bit interesting. Liquidity is indeed still there, but don’t be fooled by the surface prosperity—chasing high valuations at this point is suicide.
The real pressure comes from long-term interest rates. They are like a rope tightening around the market, compressing expansion space, and volatility is becoming even more intense. Structural differentiation is also becoming more apparent, with different sectors beginning to diverge.
Most importantly, the market’s aesthetic has changed. The old storytelling and hype concepts are outdated; now, only real results matter. Products, data, and self-consistent projects are the ones that can survive. The era of purely hype-driven speculation has truly ended.
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SchrodingersFOMO
· 12-14 13:29
Really, I looked at Black Friday this time, and liquidity seems glamorous on the surface but is deeply weak. The core issue is the long-term interest rates, which are pressing down hard.
The storytelling approach indeed no longer works; now it's all about who has real substance.
It's so miserable for those chasing high valuations now.
The rapid structural differentiation is still a bit hard for me to grasp; the segregation of tracks is becoming too obvious.
But on the other hand, when will aesthetic standards truly stabilize? Right now, there's still a sense of restlessness.
Performance is the key, and this time I finally see it clearly.
When will the interest rate leash loosen? It's really tiresome to complain.
Projects based purely on hype have no future left; it's time for a shakeout.
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ShitcoinArbitrageur
· 12-14 11:07
Chasing high valuations now is just throwing yourself into the fire, I've seen through it long ago
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Long-term interest rates are indeed tightening more and more, with fluctuations being ridiculously large
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Honestly, the era of storytelling should die. Now it’s about who has real products to survive
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The differentiation is so obvious yet people still chase hot topics, no wonder they get cut
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Looking at liquidity, it seems abundant but it’s really just that way, don’t be fooled by appearances
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Projects that rely on storytelling are truly unwanted now, it’s all about data
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Splitting the structure is troublesome; choosing the wrong track is game over
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Market aesthetics are changing too quickly; those who can’t keep up are being washed out
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With such high interest rate pressures, daring to chase the rise is just courting disaster
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NoodlesOrTokens
· 12-14 10:47
People chasing highs must be feeling pretty uncomfortable now
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Long-term interest rates are truly poison, the market is gasping for air
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That storytelling approach should have died long ago, finally seeing clearly who’s real and who’s fake
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Liquidity still exists, but don’t be fooled; this is the easiest time to get chopped up and eaten
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With such severe differentiation, it’s time to choose the right track carefully; no more random all-in
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The era where performance is king has arrived; those air coins are about to explode
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Black Friday looks lively, but I just want to watch; keeping my hands in my pockets is the safest move right now
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Has the concept hype completely cooled down? I think some people are still playing, just with shorter cycles
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The interest rate rope is tightening too much, no wonder the volatility is so high
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Are there really that many projects that can be self-sustaining? Most still rely on hype to survive
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PumpBeforeRug
· 12-14 10:44
Good grief, is the era of storytelling really over? Ha, it was long overdue
Projects still hyping concepts, I haven't seen many that are doing well
The long-term interest rate rope is indeed tight, retail investors are most likely to buy high and hold trash
People still chase high liquidity, aren't they just asking for trouble?
Real data and real products are the way to go; everything else is nonsense
Black Friday market is a bit interesting. Liquidity is indeed still there, but don’t be fooled by the surface prosperity—chasing high valuations at this point is suicide.
The real pressure comes from long-term interest rates. They are like a rope tightening around the market, compressing expansion space, and volatility is becoming even more intense. Structural differentiation is also becoming more apparent, with different sectors beginning to diverge.
Most importantly, the market’s aesthetic has changed. The old storytelling and hype concepts are outdated; now, only real results matter. Products, data, and self-consistent projects are the ones that can survive. The era of purely hype-driven speculation has truly ended.