From DeepSeek to reciprocal tariffs, Web3 will not end

Web3 will not fall because of Meme.

Author: Zuoye

Let the little whale fly and fly a $TRUMP

Everyone drinks the golden cup together, and the blade never forgives each other. Everyone regards Trump and Millay as the international right-wing alliance, but the convertible car alliance, which has successively issued coins, looks quite abstract like “you don’t look like a king.”

Then on Valentine’s Day, Chuanbao sent equivalent tariffs to the world, but obviously discounted them. It was clear that it would only take effect in April, but it had to release the news in advance, wait for the parties to negotiate the conditions themselves, and directly create a brand out of thin air.

In the face of Millay’s international fraud, no one had expected that Trump would issue coins himself. So on Millay’s side, people forgot the lessons of the one-day trip to celebrity coins by the presidents of China and Africa. It was because Millay focused on liberalism and had a large audience in the currency circle. In the end, I didn’t expect that it was the person who loved you who hurt you the most.

Returning to the influence of DeepSeek, companies from China, the United States and Europe are currently accessing it. The most difficult thing is that American capitalists call on the U.S. government to impose sanctions and bans. This is actually very un-capitalist, closer to industrial policy, and anti-Tiangang.

Although no one expected that DS would launch an open source + cheap technology surprise, because the stereotype has always been that the domestic industry is not good at open source and originality, but only good at plagiarism and implementation, this time basically changed the existing impression. Instead, OpenAI may choose the open source route again under the influence.

In essence, because the United States is in fact de-industrializing, only the high valuation of the financial industry maintains the international purchasing power of the US dollar, resulting in all current technologies and products eventually turning into financial miracles to prove the superiority of the United States.

From DeepSeek to reciprocal tariffs, Trump’s main trends in the next four years can be predicted in advance. There is no doubt about the general direction of financialization, and re-industrialization is impossible, but then there is the courage to make money in the name of re-industry., and it is very big.

Because DeepSeek came, the AI narrative went bankrupt in stages

In the DeepSeek incident, Trump praised first and then banned it, performing a hat-trick acting performance. However, in the latest news from Bloomberg, DeepSeek’s valuation is between 1 billion and 155 billion, which is about half of OpenAI’s valuation., can become a Pente valuation system.

However, with U.S. investment accessing one after another, DeepSeek will also seriously interfere with Trump’s thinking by highlighting the free who doesn’t love principle, because Trump’s reciprocal tariff policy is essentially a political weapon rather than an economic means.

In Trump’s perception, because other countries can enjoy “most-favored-nation” treatment, the United States needs to reduce tariffs on national products entering the United States, but American products entering other countries will face higher tariffs.

But in fact, this is an inevitable consequence of the United States ‘choice of a financial country and the internationalization of the US dollar. If the United States does not maintain its trade deficit status, other countries will not be able to obtain US dollars for easy transactions. In view of this, combined with the latest statement of the Federal Reserve, we will need to see Powell’s expected management of raising interest rates and reducing interest rates for a considerable period of time, but in fact, it will be like housing prices in a great Eastern country, which cannot rise or fall.

Going back to the subsequent price forecast of Web3, we need to build the following four basic understandings, otherwise we will feel that Meme and BNB Chain are the main themes in the future, but this is not the case at all:

1. U.S. stocks need to find new support points. Whatever U.S. stocks say, the currency circle will say. There is no independent market in the currency circle;
2. Funds are now in various ETFs, and there is basically no spillover of funds within the circle, but the main reason is that there is no technical narrative support. Pure Meme PVP cannot attract long-term funds to participate in the game;
3. Next, look at U.S. stocks, ETFs, DeepSeek (new AI algorithms, new directions for specific intelligence, new directions for biotechnology), Ondo+ BlackRock, government, traditional finance or government

As Nvidia’s market value returns to 3 trillion yuan, U.S. stocks have basically emerged from the DeepSeek impact. GPT and Google have both released new products, but the market response has been sluggish. Although it has passed away by luck now, we need to find new hot spots to save AI and computing power valuation leverage.

Overall, he still has a positive attitude towards U.S. stocks and the currency circle. Musk is uploading government information and funds. If he goes to Ethereum or solana, it will be a new super market. If he makes an alliance chain himself, there will be nothing fun.

Web3 won’t fall because of Meme

Under the knock-on effect of the DeepSeek impact, the Web3 AI Agent narrative has reached a stage of bankruptcy. After the Meme PVP mechanism has been drained of all liquidity by the $TRUMP/MELANIA/LIBRA triple strike, it has now reached a boring second-hand period.

CZ still maintains its influence on Binance. For example, TST launched Binance and criticized Binance’s listing policy, but after all, the flow has gone astray. Under the supervision of the U.S. Department of Justice, Binance, Labs and BNB Chain have been completely separated, from investment, incubation to listing. I have always believed that Binance’s supervision is the real reason for the bankruptcy of VC Coin’s narrative, or at least the beginning of the dominoes.

Binance spent several years incorporating the entire process of chip creation and final allocation into its pocket. The strongest liquidity led to the largest increase in the deposit, and the largest increase in the deposit caused the project party to be willing to discount to Labs and BNB holders. This process continues to cycle, ultimately creating the strongest Web3 wealth group.

But now these conditions no longer exist:

• BN, BN Labs and BNB Chain are de facto separated, and the project parties of BNB Chain and Labs cannot obtain a more reliable commitment to deposit money;
• With the strong rise of DEX, BN main station and other CEXs risk becoming a single way for token withdrawal. Simply improving the coin placement process will address the symptoms but not the root cause;
• The hidden concern of VC coins is the phased bankruptcy of technical narrative. It is also difficult to maintain long-term effects on the BNB Chain, which dominates Meme/DeSci/AI Agent.

However, there is no need to worry. Web3 has no other benefits. The robustness is indeed as tough as ever. The real impact next is that more Altcoin ETFs will gradually pass after BTC/ETH, and continue to absorb the liquidity of PVP that should have entered the circle. At a time when VC coins and Meme coins cannot be maintained, where the currency circle goes is a big issue.

In other words, you can not engage in the existing high-FDV and low-liquidity model of VC coins, or you can honestly engage in Buidl without playing Meme. However, you must have new ideas. Judging from the lessons of the two crises in 2017/2021, Web3 will always find a new paradigm, but anyone with a legacy will be left behind.

Under the CEX crisis represented by Binance, the opportunity for DEX has actually arrived. However, although Solana’s performance and controversy is faster, it is indeed not as stable as ETH. Before February, FUD ETH’s emotions have reached a peak. Things must be reversed when extreme. The currency circle changes too fast, which makes people anxious, but it is really unnecessary.

conclusion

Excavating the old and absorbing the new is the natural way. At a time when macro policies are full of uncertainty, the continuous construction of DEX has proved as us that CEX was once believed to be a necessary and irreplaceable evil and can really be challenged. This time It is indeed not a technology-led innovation like ETH ZK L2, but more a combination innovation of product ideas and existing technologies. However, DeepSeek’s success has proved that engineering progress is a necessary path for the large-scale spread of technology.

In the old days, Wang Xie BTC flew into the homes of ordinary people.