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Having faith: 15 reflections on Bitcoin and the crypto market | Bee Network

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Having faith: 15 reflections on Bitcoin and the crypto market | Bee Network Login Tin tức thịnh hành Nền tảng khởi chạy meme Các tác nhân trí tuệ nhân tạo (AI) DeSci TopChainExplorer Dành cho Newbee Tiền xu 100 lần Trò chơi Ong Trang web cần thiết ỨNG DỤNG Phải Có Người nổi tiếng về tiền điện tử DePIN Tân binh cần thiết Máy dò bẫy Công cụ cơ bản Trang web nâng cao Trao đổi Công cụ NFT CHÀO, Đăng xuất Vũ trụ Web3 Trò chơi Ứng dụng phi tập trung (DApp) Tổ ong Nền tảng phát triển QUẢNG CÁO Tìm kiếm Tiếng Anh Nạp xu Đăng nhập Tải xuống Đại học Web3 Trò chơi Ứng dụng phi tập trung (DApp) Tổ ong QUẢNG CÁO trang chủ•Phân tích•Having faith: 15 reflections on Bitcoin and the crypto market Having faith: 15 reflections on Bitcoin and the crypto marketPhân tích12 tháng trước更新Wyatt 37.9492 13 Tác giả gốc: Meltem Demirors

Original translation: Riley, ChainCacher

1. It all started here. Everything we discussed ten years ago when we started building Blockworks, the worlds first Bitcoin investment company, has now come true. So why isnt Bitcoin worth $1 million yet?

2. If we exclude Bitcoin and Ethereum, this is what the mật mã market has been like over the past five years: the coins may have changed, but the overall numbers haven’t. This is a big problem — there is no growth.

3. The market in 2024 is mainly supported by two continuous buyers – MicroStrategy and BlackRock, but these buyers are not evangelists, but mercenaries. Buyers of MSTR (MicroStrategy) are arbitrage convertible bonds, and buyers of IBIT (iShares Bitcoin ETF) are arbitrage basis. These two hold 6% of the Bitcoin supply. This is our black swan event.

4. Despite the promise of innovation and endless public blockchain hype on Twitter, Bitcoin’s market dominance is rising, not falling.

There is only one Bitcoin industry, one Bitcoin story, and one Bitcoin market.

5. Let’s look at Bitcoin. We’ve experienced many amazing rallies driven by narratives and money flows. But what kind of narrative or money flow can drive us past the high of “the US government holds Bitcoin as a strategic reserve”?

6. Although decentralized finance (DeFi) shows amazing potential, traditional finance (TradFi) is gaining an advantage in terms of revenue. Stablecoins and ETFs (Trao đổi Traded Funds) are expected to bring $9.1 billion in revenue to institutions in fiscal year 2025. In contrast, DeFi protocols are expected to generate $9 billion in revenue in the same period, but this figure depends largely on the trading activity of Meme coins.

7. Institutional investors are pouring in! Yes, they see an opportunity to make money, and they want a piece of the action. Nothing personal — it’s just business. For Trump, he came to the DAS (Digital Asset Summit) because he could make a fortune. Nothing personal — it’s just business.

They are mercenaries, not preachers.

8. Those institutional innovators who tweet about crypto adoption and those frontline warriors who tweet about meme coins have more in common than you think.

We need to stop idolizing and start thinking.

Stop the stupidity. (This includes myself by the way)

9. Do you know what is the most profound thing in cryptocurrency?

Proof of Work.

Bitcoin showed the world how to build the energy-to-computing value chain and created $60 billion in public equity value.

10. I have said this many times: Bitcoin has accelerated the development of artificial intelligence by at least a decade. Bitcoin has created a new data center business model, including behind-the-meter metered hosting, flexible load, demand response, and hedging with underlying assets. This is profoundly transformative.

11. I have never expressed this in public, but now is the time to say it: Proof of Stake is a mistake. Ethereum could have developed into a trillion-dollar protocol with a strong energy-to-computing ecosystem. However, the reality is that the MEV (maximum extractable value) mechanism has squeezed billions of dollars of value from users and applications.

12. Ethereum once led Nvidias surge, but now it cant drive the market higher.

13. We need to get back to basics. Many markets have reached a moment of reckoning, and crypto is no exception. You can’t defy the laws of physics. But where do we go from here?

14. Our salvation is: energy, computing, cryptocurrency.

Its that simple.

The rest of the story is unfolding – and that’s our job.

15. Ten years ago, I believed in Bitcoin and invested all my time and energy in it. A bunch of crazy people on the Internet made the global reserve cryptocurrency a reality through memes. Imagine what else we can do.

It is important to have faith.

This article is sourced from the internet: Having faith: 15 reflections on Bitcoin and the crypto market

Related: Favorable policies and confusing behaviors go hand in hand. Is Trump the real crypto builder or a bigger sickle? Ever since Trump and his wife released their own meme coins $Trump and $MELANIA, which attracted huge amounts of capital, the cryptocurrency market has been in a state of liquidity depletion in a short period of time. On the other hand, a series of negative news, including the impact of the domestic AI large model DeepSeek, the cancellation of Bitcoins legal tender status by sovereign states, and the USs imposition of tariffs, have made the already sluggish market even worse. The first big drop after the new year was caused by Trumps imposition of tariffs. Related reading: The Worst Spring Festival Holiday in History: Crypto News You Might Have Missed Policy-bound currency prices? Highly sensitive crypto market Trumps tariff policy is having a strong impact on the market. On February…

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