GuShiio.com The “consensus” of the entire industry is being seriously torn apart. The technical narrative PVE consensus is saddened under the MEME narrative PVP consensus, and the diamond hand consensus of Diamond Hand Holder is ashamed to open under the Trader consensus of young P players.
Share the essay on this Hong Kong Consensus Conference:
1) Just like in the past, many people were running around the side events around the main venue. Coupled with their unfamiliarity with the HK map, they were running meetings and making dinner appointments, and their entire legs and legs were broken. The physical level was exhausted beyond words. But this is nothing. The spiritual level is more tiring and the fall will not stop. When will it end?
2) Even in such a big environment, there are still people at large and small activities, and they are not emotional at all. Perhaps most people come for the “emotional value”. In fact, the king of popularity is basically Solana Ecology, and the activities are all full venues can alarm Sir. In contrast, related activities such as Ethereum and BTC layer2 are much more bleak. It can only be said that when you sing and I come on stage, they were once brilliant;
3) Although it was a Consensus Conference, if you met too many people, you would feel that this was the consensus conference with the least “consensus”? The “consensus” of the entire industry is being seriously torn apart. The technical narrative PVE consensus is deeply saddened under the MEME narrative PVP consensus, the diamond hand consensus of Holder is ashamed to open under the Trader consensus of the young P players, and the old team’s technical build consensus is incompatible in front of some topics that are outstanding in marketing Tokenomics, etc. Behind the seemingly divergence of consensus is actually the collapse of the industry’s “unified” values. After consensus, I am afraid that polarization will become the norm;
4) Many elderly people in the currency circle have responded that “the market environment has changed.” In fact, the market will definitely not be wrong, but the old leek’s past “empiricism” is no longer useful. Lao chives used the logic of the past two cycles of bull-bear conversion to speculate on money, but found that the four-year cycle conversion had failed. The market defines the bull market around a hot narrative. It comes like the wind and goes without a trace. When you are still promising that the bull market has just begun, the bull market is over;
5) Don’t complain that the market has become difficult to make money. In fact, it’s just that the audience for making money has changed, and the model and logic of making money have changed. Nowadays, market assets are as numerous as a cow’s hair, and market attention (Mindshare) controls liquid wealth. Young post-00s P players who can stay up late dare to rush and run when they earn. They have the energy and courage, and have become the lucky ones under this round of PVP narrative. In contrast, the thinking of the old leek diamond player PVE has no chance of winning. However, every PVP wealth feast will eventually lead to a large amount of liquidity withdrawal, and it is unclear how long such a squid game will last;
6) I can feel the loneliness of a group of Builders adhering to technical narrative ideals. This frustration is different from the past. In the words of an old OG, the technical Roadmap has been implemented step by step, TGE has been implemented as required, the community has been maintained, and the narrative has been continuously updated in conjunction with hot spots, but the currency price cannot be lifted. If those who do things with ideals do not receive corresponding gifts from the market for a long time, does it mean that the power of innovation is exhausted? If the currency circle loses its idealistic geek spirit, what spirit should the Crypto industry use to hedge against the stigma of casinos in the outside world? What, you don’t even need to pretend?
7) Basically, the people on the AI Agent car have been tricked miserably, but most people still believe in the future of the AI +Crypto narrative. I have always emphasized that aside from the application value of short-term AI Agent implementation, the key is the consolidation and activation value of AI Agents for old narratives such as layer2, ZK, modularity, and chain abstraction. It can give old narratives a new build direction, and it can make it possible to apply non-existent infra in advance. In short, the sacrifices brought by AI Agent’s current bubble burst are not worth mentioning in comparison with the reconstruction value of its future bottom-building industry.
8) The operating logic of the secondary market has completely changed. BTC stands alone in the sky, with ETF over-the-counter funds dragging the bottom. ETH, SOL, and BSC in the field are fighting fiercely at the niche level, but no matter how they fight, the market It is agreed that there is no comprehensive general increase in the copycat season. What kind of locomotive you choose determines what results you can gain. If you choose the wrong one, the result will be very embarrassing, for example, if you are unlucky enough to take the side of layer2.
9) The world on the chain has become the hope of most people in the currency circle. However, compared with the difficulty of making money in the CEX secondary market, the pure and fast-track PVP environment on the chain is also arduous for most audiences. After the chaotic era, the world on the chain must be rebuilt from the entire chain such as asset issuance, community cohesion, CEX connection, and technology application implementation. Obviously, an on-chain story without asset issuance thresholds and continuous technological innovation empowerment cannot truly change the Crypto world.
