Patay na ba ang Altcoin Season? Brutal na Pagsusuri ng Crypto Analyst
Ang Hindi Napag-uusapang Pagbagsak ng VC
Magsimula tayo sa malaking problema: ang mga venture capitalist ay naging mga mandarambong o biktima na sa merkado. Ang mga gumawa ng Ponzi scheme (kamusta, MOVE at Eigenlayer) ay nakakuha na ng pera at natatawa na lang sa kanilang offshore accounts. Samantala, ang mga ‘idealistang’ VC na naniniwalang aabot ng $20K ang ETH ay nagsusulat na ng apology letters sa kanilang investors pagkatapos ng 60-90% na pagkalugi.
Katotohanan: Kapag sinabi na lang ng mga pinakamalaking believers na ‘sana BTC nalang ang binili,’ alam mong may problema tayo.
Wala nang Inobasyon sa Crypto?
Ang huling totoong inobasyon? DeFi summer at NFTs - parehong may tunay na silbi. Ngayon, ito na lang ang natitira:
- Ordinals: Graffiti lang sa blockchain ng Bitcoin
- Restaking: Parang Game of Thrones ang labo
- Meme coins: Shiba Inu army, magkita-kita ulit tayo
Parang gutom na grupo kami na kinain nalang ang isa’t isa.
Ang Tunay Aksyon ay Nasa Labas
Habang abala tayo sa walang kwentang proyekto:
- Ang CRCL ay gumagawa ng payment rails na pwedeng patumbahin si Visa (oo, totoo ‘yan)
- Ang Labubu meme tokens ay mas sumasalamin sa pop culture kaysa Pepe knockoffs
- Ang mga regulators ay desidong alamin kung aling proyekto ang pwedeng umiral pagkatapos ng 2025
Ang aking playbook:
- Interesado ba dito ang traditional finance?
- Sapat ba ang liquidity para sa institutional exits?
- Tatagal ba ito sa katotohanan?
Kaya eto portfolio ko:
- BTC (syempre)
- CRCL (abangan ang $60 re-entry)
- HSK (potensyal na Coinbase ng Asia)
- Lababu (bubble tea meets Birkin bags)
Pro tip: Huwag mo nang hanapin ang susunod na Dogecoin - mas mag-aral ka nalang kung ano gumagana sa TradFi.
HoneyChain
Mainit na komento (5)
La fin de la récréation ?
Quand les VC passent de prédateurs à proies en 6 mois, on sait que l’hiver crypto est là. Entre les Ponzi qui ont plongé vers les paradis fiscaux et les “idéalistes” qui écrivent des lettres d’excuses à leurs investisseurs, la fête est finie.
Innovation ou cannibalisme ?
Ordinals : du graffiti numérique sur Bitcoin. Restaking : de l’inceste financier digne de Games of Thrones. Meme coins : l’armée Shiba Inu qui revient… pour la 5e fois ? On dirait un groupe de cannibales à court d’idées.
Le vrai jeu est ailleurs
Pendant qu’on regarde nos portefeuilles fondre, CRCL construit peut-être le futur des paiements. Mon conseil : arrêtez de chercher le prochain Dogecoin et regardez ce qui marche dans la finance tradi. Les adultes jouent ailleurs.
Et vous, vous misez sur quoi ? Bitcoin ou désespoir ? 😏
VCs का शिकार हो गया Altcoin जंगल!
जब बड़े-बड़े विशेषज्ञ भी कहने लगें ‘बस BTC खरीद लेना चाहिए था’, तो समझ जाइए हालात गंभीर हैं!
इनोवेशन या इलूशन? DeFi और NFTs के दिन लद गए। अब बचा है:
- Bitcoin पर डिजिटल भित्तिचित्र (Ordinals)
- Game of Thrones स्टाइल का ‘Restaking’ ड्रामा
- Meme coins की army फिर से जुट रही है!
आपका पोर्टफोलियो कैसा दिखता है? 😅 #CryptoDrama
VC กับ Ponzi แยกกันไม่ออก
ตอนนี้ VC ในตลาดคริปโตแบ่งเป็น 2 ประเภทคือ ‘นักฉวยโอกาส’ ที่ถอนเงินไปอยู่ต่างประเทศแล้ว กับ ‘นักฝัน’ ที่กำลังเขียนจดหมายขอโทษ LP เพราะขาดทุน 90%!
นวัตกรรมหรือขยะ?
DeFi Summer จบไปนานแล้ว ตอนนี้สิ่งที่เรียกว่า ‘นวัตกรรม’ มีแต่:
- Ordinals: กราฟฟิตีบนบล็อกเชน Bitcoin
- Meme coins: ขุนพลชิบะ อินุ โผล่อีกแล้ว!
สรุปง่ายๆ ตลาดเรากำลังกินตัวเองเหมือนพวกคานนิบัล
คำแนะนำจากมือโปร
หันไปดู TradFi ดีกว่า! พอร์ตของผมตอนนี้มี:
- BTC (เหมือนยาพาราติดตัว)
- CRCL (อาจโค่น Visa ได้เลย)
- Labubu (มีมที่เข้าใจวัฒนธรรมป๊อป)
คุณคิดว่า Altcoin Season จะกลับมาอีกไหม? คอมเมนต์ไว้เลย!
A festa acabou ou só mudamos de sala?
Parece que a ‘altseason’ virou aquela festa onde todo mundo prometeu ir mas só apareceram os bêbados e os golpistas (olá, MOVE e Eigenlayer!). Enquanto os VCs escrevem cartas de amor aos LPs, eu estou aqui como o tiozão do churrasco falando: ‘Eu avisei que era pra comprar BTC!’ 🍗
Inovação ou reciclagem criativa?
Ordinals = pichação blockchainária Restaking = incesto financeiro com direito a DNA duplicado Memecoins = o mesmo cachorro com coleira diferente
Dica quente: Se seu projeto não sobreviver a um cafezinho com um banqueiro tradicional, é melhor investir em água de coco. 🥥
E aí, time HODL ou time ‘vendi no fundo’? Conta aí nos comentários!
Die Altcoin-Apokalypse
Die Altcoin-Saison? Mehr wie ein Geisterzug! VCs sind entweder längst mit Offshore-Konten abgehauen oder schreiben jetzt Entschuldigungsbriefe für ihre 90% Verluste.
Innovation? Fehlanzeige!
Statt neuer Ideen gibt’s nur:
- Ordinals: Graffiti auf der Bitcoin-Blockchain
- Meme-Coins: Shiba Inu-Armee, wirklich jetzt?
- Restaking: Finanzielle Inzest-Alpträume
Mein Tipp: Hört auf, nach dem nächsten Dogecoin zu suchen und schaut euch lieber an, was in der TradFi-Welt passiert. Da spielen wenigstens die Erwachsenen.
Was denkt ihr? Ist die Altcoin-Ära wirklich vorbei?
