2026-01-12 03:30:46

#密码资产动态追踪 $BTC $ETH $BNB

The current crypto market is undergoing a wave of value redefinition. A large number of altcoins lack substantial backing, leading to a rapid collapse of consensus, and speculative premiums are unsustainable, ultimately succumbing to the fate of value reversion. In contrast, projects with genuine growth fundamentals and strong community recognition are becoming opportunities to traverse cycles.

Taking some flagship projects as examples, they have long surpassed the simple meme coin hype framework. A solid consensus foundation makes the community highly resilient, and with the continued influence of celebrity effects and emotional storytelling, they have built moats that are difficult for competitors to replicate. These factors combined allow real value to support valuations and break the illusion of concept bubbles. While most altcoins have become speculative tools, targets with barriers, warmth, and growth certainty are being re-priced by the market, which is also the true source of current excess returns.

BTC0,79%

ETH1,34%

BNB-1,21%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

7 Likes

Reward
7
6
Repost
Share

Comment

0/400

FortuneTeller42

· 3h ago

It's the same old story again—moats, consensus fundamentals, real growth... listening to it all just makes your ears numb. In the end, it's still a gamble on which project won't go to zero. Alright, alright, just HODL those top-tier coins, the rest are just weed harvesters. What nice emotional storytelling? Basically, it all depends on whether the whales are willing to pump the market. Don't deceive yourself. This cycle is really a big wave washing away the sand. Many project teams are just bragging. As long as you're still trading, there's no such thing as absolute safety. It's all a gamble.

View OriginalReply0

SelfCustodyIssues

· 3h ago

They're starting to talk about that value investing rhetoric again, but when the crash really happens, we'll all sink together. Honestly, it's just about betting on the right project; there's no such thing as a moat.

View OriginalReply0

MissedAirdropBro

· 3h ago

Here comes another story, sounding nice but still the same group of people cutting leeks. Projects with real fundamentals have long been eaten up by institutions, leaving retail investors no chance. Celebrity effect moat? That's just the reason for the next bag-holder.

View OriginalReply0

MelonField

· 4h ago

Here comes the narrative of cutting leeks again, talking all fancy, but in the end, it's just about who can run faster. --- Moats, consensus, emotional storytelling... just listen, wake up everyone. --- Altcoins are dead, Bitcoin is stable, always the same old trick. --- If there was real growth certainty, it would have already taken off. Why bother telling stories here? --- Laughable, celebrity effect can be blown into a moat? There are plenty of cases where they sell off in the next second. --- So you're saying projects with money survive, and those without die? Is this news? --- Wait, wait, wait, does this mean it's time to jump into the market now? I don't buy it. --- Repricing is just a buffer period before a plunge, everyone.

View OriginalReply0

StakeWhisperer

· 4h ago

Here we go again with the value reversion talk, but how many projects can actually survive? --- Nice words, but most people are still betting on the next get-rich-quick opportunity, regardless of what moat they have. --- Moat? Ha, I think it's more about luck and timing. --- A strong consensus foundation can withstand cycles? Then what about Luna? --- Celebrity effect definitely makes it easier to get exploited; everyone, be careful. --- I'm curious which projects have growth certainty; please point them out. --- Does anyone still believe that shanzhai coins have real value? I don't anymore. --- After this round of reshuffling, how much IQ tax will retail investors have to pay again? --- Excess returns? Stop exaggerating, big players already ran away. --- Emotional storytelling empowerment sounds like a new way to cut leeks. --- Wait, so BTC and ETH are the projects with barriers?

View OriginalReply0

BearMarketMonk

· 4h ago

It's the same old spiel, basically convincing people to buy the dip. Those so-called "real value" projects, weren't they hyped the same way during the last bull market? And look what happened? ----- Moat, moat—one big drop and it all collapses, don't fool me. ----- Warmth? Uh... that word is okay to use, just like insurance sales pitches. ----- Sounds good, but it's just survivor bias from betting on the right. ----- I just want to know which star project, name it, talking like this is too vague. ----- What happened to last year's "strong consensus"? You're doing it again now, huh? ----- Real excess returns come from... information gaps and luck. Don't pretend to be profound.

View OriginalReply0