RE: LeoThread 2025-03-24 06:55

Each must serve a dedicated use-case defined by its applications. Whereas 44% of web traffic relies on a platform valued at around US$7.5b, only 4% falls to another that is worth about US$165b.

In time, blockchains will become so commonplace that their speed will be taken for granted; the real upside will come from the next application that necessitates its own blockchain—a shift already underway in some areas.

Established web companies will likely overtake startups, bringing professionalism, expertise, and execution experience to the table.

Consider the emergence of established financial service providers entering this space—they have the capability to own the entire stack.

Crypto-related stocks will evolve from pure plays to hybrid models, reflecting traditional finance’s growing optimism toward crypto without direct token investments.

In certain situations, stocks might even offer a safer exposure to the crypto realm compared to altcoins.

1. Numerous tokens and companies will likely disappear if they fail to achieve product-market fit.

Investment principles will revert to first principles in these market conditions.

The role of business development may diminish in prominence, while investor relations will gain focus as the need for effective communication with investors becomes evident.

Increased liquidity in funds is beneficial because it provides capital and encourages long-term holdings. However, it is unlikely that highly liquid funds would back projects that require significant discounts to attract investment.

The nature of crypto events is set to transform. Traditional gatherings may decline, making way for more finance-focused summits that blend traditional and crypto insights.

Successful tokens will need to demonstrate clear advantages born from their token-based design. Only a handful currently do so, potentially drawing investments unique to this space.

1. Time horizons should be extended.

Although the industry is evolving and will look very different in the future, its prospects remain exceedingly promising.

This is an era for genuine innovators—seasoned professionals from traditional tech sectors are increasingly aligned with the industry's vision, signaling exciting times ahead.

Even though meme culture will persist, it is increasingly considered less credible. The approach that sparked previous cycles is unlikely to have the same impact moving forward.

Instead, a new kind of meme will emerge—one that carries a credible brand and signifies real development."