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Market frenzy and sober thinking on structure: Who is quietly accumulating the next wave of dividends?

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On August 23, the crypto market once again entered a “dazzling” phase:

Binance listed the Trump family token WLF in the pre-market, with its fully diluted valuation (FDV) exceeding $30 billion at one point;

SOL rebounded and broke through $200, with whales increasing their holdings and igniting enthusiasm for the ecosystem;

BNB hit $900 this morning, and the market is already discussing whether it can reach $1,000.

While AAVE gained 7% of the total WLFI, it also experienced a sharp pullback.

There seems to be no shortage of short-term sentiment, but if we look at it calmly, the real dividends do not lie in the price curve, but in who can find a stable growth model in the structure .

01|Prices are frenzied, but investors are looking for “reusable stability”

The market in 2021 is driven by narratives, and whoever can tell stories can pull up the market.

The market in 2025 is different:

  • ETH’s on-chain locked value (TVL) remains at over $80 billion ;
  • Stablecoin quarterly settlement volume approaches $500 billion ;
  • The activity of institutional wallets increased by 26% year-on-year.

This shows that funds are returning to certainty: either the assets have real usage scenarios, or the tools can help project parties and investors reduce costs and improve efficiency.

02|The tool matrix is becoming the infrastructure of the new cycle

From RootData’s soaring list, we can see that the projects that the market is most optimistic about are not simply memes or single-chain assets, but tool products that can improve industry efficiency :

  • Cherry AI : Combining Telegram community management, transactions, and bot tools to become an on-chain traffic portal;
  • Overlay : Turn any data stream into a tradable derivatives market, radically expanding the boundaries of DeFi.
  • Zoth : Focuses on RWA derivatives, bringing traditional financial funds onto the chain more smoothly;
  • Particle Network : Using MPC wallets and seamless login, it lowers the barrier for Web2 users to enter Web3.
  • Cyber : attempts to reconstruct the social graph of Web3 and create a "circle of friends" on the chain;
  • There are also some execution platforms that integrate resources, such as CryptoBoost Hub , which help project parties efficiently match budgets and results through expert databases, task markets, and intelligent matching.

What they all have in common is that they don't rely on speculation, but rather on efficiency and execution . Amidst the frenzy of the market, they are the silent force that builds the foundation.

03|Execution agents become new value capturers

The project budget is being released rapidly:

  • DeFi Protocol : More than half of the budget goes to KOLs and communities;
  • GameFi/Meme projects : Single overseas campaign budget is between $5K-$20K ;
  • RWA/AI track : Quarterly budget often exceeds $100K .

After these budgets are released, the biggest problem is how to implement them .

Between the project party and the end user, a new role is re-evaluated - the executive agent .

They are not project owners, nor are they simply KOLs, but they use a tool matrix to quickly complete:

Talent screening → Task management → Content implementation → Results settlement.

With the help of the tools mentioned above (Cherry, Overlay, Zoth, Cyber, CryptoBoost Hub , etc.), execution agents can enter this market with almost zero barriers.

In the past, they needed years of connections and experience, but now they have tools that can accomplish in days what used to take weeks .

04|Why is this a structural opportunity?

  1. Market size : Global Web3 financing will reach US$10.11 billion in 2024, and the average annual growth rate is expected to remain at 40%+ in the next three years.
  2. The model is lightweight and replicable : the executing agent does not need to manufacture products or carry inventory, but only needs to complete matching and delivery.
  3. AI + data empowerment : From Cookie3's on-chain behavior analysis, to Addressable's advertising chain, to CryptoBoost Hub 's AI talent matching and automatic settlement, the ROI is becoming increasingly clear.
  4. Globalization : Budgeting might come from the US, execution might be in the Philippines, and coordination might be done in China. Web3 is truly a 24/7 global business .

Conclusion: Price is noise, execution is the main line

WLF's crazy FDV, SOL's catch-up rally, BNB's all-time high, and AAVE's dramatic fluctuations—these market trends play out every day. However, the real dividends often lie not in the charts, but in the quietly growing tools.

Cherry, Overlay, Zoth, Particle, Cyber... they are reshaping industry efficiency; and execution platforms like CryptoBoost Hub connect budgets with results, giving more ordinary people the opportunity to enter the Web3 growth chain.

Prices will fluctuate, but tools and execution are the most stable entrance to wealth 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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