#策略性加码BTC ⚠️ Wake-up call: Why is your "fundamental coin" actually underperforming a simple concept?
The satire in the crypto world is unfolding: People with an IQ of 100 are calculating APY, pondering hundreds of billions in FDV, only to end up as the liquidity source for big players. And those who give up on complex analysis? They often laugh last.
The root cause is quite painful—when all projects' tech stacks start to resemble each other, and roadmaps are everywhere but execution is far off, there are really only two scarce things: attention and cultural consensus.
What does the victory of Meme coins tell us? They lack the pressure of unlocking billions of dollars held by institutions (because VC firms simply don't care), and they don't have overly complex whitepapers that suffocate. Instead, they are rough, straightforward, and full of community warmth. When technology becomes highly homogenized, culture becomes the moat. This isn't irrational; it's the market actively redefining "value" through action.
Your self-rescue manual: **Tip 1: Beware of high FDV traps** — No matter how beautiful the numbers look, they can't save liquidity from drying up. When institutions unlock, retail investors are often the ones to take the hit. **Tip 2: Seek asymmetric returns** — Instead of stubbornly sticking to fundamentals, look for projects with genuine community backing, ones that even if they go to zero, are acceptable. Mindset determines life or death. **Tip 3: Value community over whitepapers** — While they are still talking about "empowering ecosystems," the real strength already lies in the community's consensus.
The long-term logic of BTC and ETH hasn't changed, but the survival rules for mid-cap projects have long been altered. What do you think about this shift? See you in the comments.
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DeFiChef
· 8h ago
Damn, this analysis really hit me. I'm already tired of those complicated whitepapers.
Oh no, Meme coins are really not that simple; community consensus is the key.
Fundamental coins die the fastest, no doubt.
That's why I only look at community popularity now, and I pass on those with high FDV.
You're right, liquidity is truly a scarce resource.
Damn, that explains why all my "selected projects" have died.
The angle of community temperature is fresh, although there's still a bit of gambling involved.
Wait, are you arguing backwards that Meme coins must make money?
That being said, I still believe in the long-term logic of BTC.
The institution unlock phase was really intense; I was the one caught in the crossfire.
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ConsensusDissenter
· 8h ago
Really, in the past two years, watching a bunch of influencers calculate FDV for a long time and still get cut, while some dogecoin community is happily making a fortune every day, is truly ironic.
The community is indeed more valuable than the white paper, that's no lie. The套路 of institutional coins has been played out long ago.
The reason meme coins are so popular is just two words—pure. No need to hype logic, no need to wash the market, just play, just have fun, and they tend to last the longest.
After all the calculations, those who buy the dip make more money; it's a bit addictive.
High FDV is really a poison; I've seen too many such traps... retail investors always end up last.
But it's not entirely the community's fault; traffic and luck play a big role. Good fundamental coins can also turn around.
The point about cultural consensus really hits home; it's a hundred times more practical than any technical stack.
Giving up on thinking and just winning—this is the crypto world, the simpler, the more effective.
View OriginalReply0
SelfCustodyBro
· 8h ago
Really, after all this time, the APY was finally cut... Instead of obsessing over those numbers, it's better to just enjoy something warm and community-driven.
#策略性加码BTC ⚠️ Wake-up call: Why is your "fundamental coin" actually underperforming a simple concept?
The satire in the crypto world is unfolding:
People with an IQ of 100 are calculating APY, pondering hundreds of billions in FDV, only to end up as the liquidity source for big players. And those who give up on complex analysis? They often laugh last.
The root cause is quite painful—when all projects' tech stacks start to resemble each other, and roadmaps are everywhere but execution is far off, there are really only two scarce things: attention and cultural consensus.
What does the victory of Meme coins tell us?
They lack the pressure of unlocking billions of dollars held by institutions (because VC firms simply don't care), and they don't have overly complex whitepapers that suffocate. Instead, they are rough, straightforward, and full of community warmth. When technology becomes highly homogenized, culture becomes the moat. This isn't irrational; it's the market actively redefining "value" through action.
Your self-rescue manual:
**Tip 1: Beware of high FDV traps** — No matter how beautiful the numbers look, they can't save liquidity from drying up. When institutions unlock, retail investors are often the ones to take the hit.
**Tip 2: Seek asymmetric returns** — Instead of stubbornly sticking to fundamentals, look for projects with genuine community backing, ones that even if they go to zero, are acceptable. Mindset determines life or death.
**Tip 3: Value community over whitepapers** — While they are still talking about "empowering ecosystems," the real strength already lies in the community's consensus.
The long-term logic of BTC and ETH hasn't changed, but the survival rules for mid-cap projects have long been altered. What do you think about this shift? See you in the comments.