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Behind the price fluctuations, Web3's structural opportunities are shifting to tool chains

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On August 19, crypto market news was continuous:

OKB again rose against the trend, with its price still considered underestimated; API3 doubled shortly after listing on Upbit, triggering both long and short kills in the contract market; BNB rose due to a listed company increasing its holdings by 325,000 tokens; the BTC ETF narrative continues to captivate, while the withdrawal of 900,000 ETH stakes raises market doubts about a rebound.

The market remains volatile, but one fact is gradually becoming clear: Price is just a surface, and growth dividends are accumulating along the tool chain.

01 | Market Fluctuations, but Funds Are Seeking "Reusable Certainty"

Unlike 2021, today's market participants are more focused on sustainable growth logic. ETH's on-chain locked volume has exceeded $80 billion, stablecoin quarterly settlement amount is close to $500 billion, and institutional addresses' token holdings have grown by 26% year-on-year.

This indicates: Short-term volatility attracts speculation, while long-term certainty comes from the replicability of tools and applications.

02 | Tool Matrix Becomes the New Infrastructure of the Industry

On RootData's surge list, tool projects frequently appear:

  • Cherry AI combines trading, community operations, and Bot tools, becoming a Telegram on-chain traffic entry point;
  • Overlay allows any data stream to become a leveraged trading target, expanding the boundaries of DeFi;
  • Zoth helps traditional financial funds smoothly enter the chain through RWA derivatives;
  • Particle Network promotes painless migration of Web2 users through MPC wallets and seamless login;
  • Cyber is reconstructing the social graph of Web3.

Among these tools, some platforms further integrate talent resources, task markets, and execution loops, such as CryptoBoost Hub, which reduces communication barriers between project parties and freelancers, directly connecting budgets with execution results.

Their common point is: Not relying on speculation, but providing efficiency and execution power, building a stable growth path beyond price fluctuations.

03 | Execution Agents Become a New Role

As project budgets gradually recover, marketing and growth needs are upgrading:

  • DeFi protocols typically invest over half their budget in KOLs and communities;
  • GameFi and meme projects' single overseas budget can reach $5K-$20K;
  • Top RWA and AI track projects prefer quarterly cooperation, with quarterly budgets reaching $100K+.

With budget release, execution requirements are also higher: traceable ROI, multilingual content, and cross-time zone task implementation. This makes "agents who understand resource integration and know how to use tools" increasingly valuable.

In the past, execution agents needed years of network accumulation; now they rely more on the tool matrix, completing talent screening, content production, task implementation, and effect settlement within days.

04 | Why Is This a Structural Opportunity?

  1. Large Market Size: Global Web3 financing in 2024 exceeds $10.1 billion, with an expected average annual growth rate of 40%+ in the next three years.
  2. Light and Replicable Model: Execution agents don't need to build products or bear inventory risks, only using tools to complete matchmaking and delivery.
  3. AI and Data Empowerment: Platforms like Cookie3, Addressable, and CryptoBoost Hub are automating talent matching, ad placement, and task settlement, making ROI clearer.
  4. Global Attributes: Web3 has no borders; budgets might come from the US, execution in the Philippines, coordination in China - a truly 24/7 global business.

Conclusion: Price Is Noise, Execution Is the Main Line

OKB's counter-trend rise, API3's short-term doubling, BTC ETF's game... these are just reflections of short-term sentiment. The real structural dividend is being generated: Whoever can master the tool matrix can cut into the execution chain and obtain stable long-term returns.

Cherry, Overlay, Zoth, Particle Network, Cyber... they provide underlying capabilities; while execution platforms connect budgets, talents, and delivery, allowing more people to share industry dividends.

Market has ups and downs, but tools and execution power are the most stable wealth entry in the next cycle.

Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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