Author:AlΞx Wacy
Translated by: TechFlow
Bitcoin Cannot Replace Gold Gold's market value is around $19 trillion, and even in the most optimistic scenario, Bitcoin ($BTC) is far from reaching that. Digital gold? Yes. Real gold? Forget about it.
Market Liquidity is Decreasing Spot ETFs are attracting institutional funds, but retail liquidity is drying up. Market hype alone is insufficient to support the next stage of development.
Mass Adoption Has Not Yet Begun Although cryptocurrencies frequently appear in the news, actual real-world applications remain limited. It is still primarily a playground for speculators, not a daily financial tool.
The Decentralization Dream Has Faded The dream of fully decentralized cryptocurrencies is disappearing. Today, centralized exchanges, regulators, and big capital players control the scene.
Capital Withdrawing from Crypto Investments Despite unprecedented government support and improving industry legitimacy, venture capital for crypto projects remains below the levels of the 2017-2018 boom.
Solana Will Surpass Ethereum Solana ($SOL) is faster, cheaper, and growing rapidly in Non-Fungible Token, DeFi, and meme coin domains. Ethereum ($ETH) struggles with high fees and internal chaos. Surpassing is just a matter of time, not if it will happen.
Non-Fungible Tokens Are Dead The PFP (profile picture) Non-Fungible Token craze is over. Without actual use cases, Non-Fungible Tokens cannot revive unless new applications emerge.
Retail Investors Are Bag Holders Smart money enters early and sells at the peak to retail investors. Most ultimately fail to profit.
If Solana Lacks New "Breakthrough Points", It Will Struggle to Reach New Highs Meme coins have been the biggest catalyst for $SOL. Without a new wave of hype, market attention will gradually fade.
The Next Wave of AI Agents is Coming While the first wave of AI agents were just chatbots, more advanced technology is approaching, which will change how we interact with cryptocurrencies.
Market Cycles and Indicators Are No Longer Effective Traditional market cycles? Technical analysis patterns? Today, the market is more influenced by liquidity games and macro events.
Altcoin Season's Fuel Has Dried Up Funds are no longer flowing into the Altcoin market as before. Without new capital injection, a comprehensive "Altcoin season" may never happen.
Bitcoin Might Drop to $40,000 Yes, such a deep correction is possible. Market structure and liquidity suggest a major adjustment is brewing.
Trump is Not the "Hope Drug" for the Crypto Market The market performed better during Biden's presidency. Trump's policies might favor institutions more than retail investors.
GameFi Will Experience a Revival Web3 games are gradually maturing. If GTA 6 integrates blockchain technology, it could completely transform the gaming industry.
SocialFi Will Become the Next Trend Tokenized communities, interaction rewards, and content monetization will become an inevitable direction.
Complex Technologies Are Not the Hotspot of This Cycle The simpler the project, the more popular it is. Artificial Intelligence, Decentralized Physical Infrastructure Networks, and Real World Assets are easy to understand, while modular blockchains are not.
Binance Listing No Longer Means Massive Surge Most newly listed coins on Binance ultimately decline. The market's hype cycle has changed.
The Comprehensive Altcoin Season May Never Return Yes, certain Altcoins might see 10x or even 100x gains, but a massive rally covering all Altcoins? Almost impossible.
The Crypto Market Never Runs as Expected If you think you've completely understood the market, the market will prove you wrong. Adapt or be eliminated.
