The chain abstraction leader Safe Wallet and the intention paradigm leader Cowswap, which were successfully discovered in September, are two brother projects belonging to the same mother ecosystem and are already on the Binance list.
The logic behind choosing them at the time included: the possibility of paradigm innovation in the application layer of Ethereum Pectra upgrade, the expected growth of project business data and the liquidity of tokens.
After Trump’s victory in the election, the entire crypto market system environment will be reset, and the logic of discovering on-chain Alpha must keep pace with the times.
First of all, crypto nihilism will become a thing of the past. For the IQ tax of pure PVP on the chain, everyone has paid enough SOL as tuition, and it is time to stop losses and exit in time.
Second, the market no longer tolerates "infra maxi". With the maturity of Raas service providers and the popularization of Cosmos SDK technology, the cost of building Web3 infra has become very low, and the era of "fat protocols" has come to an end. All applications with users and real income will be redone using the AppChain paradigm. The right to distribute industry benefits and the right to speak will accelerate the transfer to products and operations.
Third, compliance will become one of the main themes in the next four years. "Code is law" should not continue to be an excuse for phishing teams, North Korean hackers, and scammers to do evil. Large offshore exchanges may be required to independently split Bitcoin mining, venture capital, market making, fund custody, and wealth management businesses. Compliance exchanges will be relaxed and combined with traditional finance to promote the rapid growth of new scenarios (PayFI, RWA, STO, compliance stablecoins, compliance OTC, etc.).
Fourth, at this stage, AI Agent is just an office assistant and has no autonomous consciousness. We need to wait for OpenAI to redefine AI Agent in 25 years. One point that needs attention is whether the fetters between Worldcoin and OpenAI will be exposed after the US regulatory environment has turned 180 degrees, and whether Sam Altmen will talk about Worldcoin publicly.
Fifth, the old application scenarios will be revived. Opensea 2.0 will be reconstructed using the App Chain paradigm, and the new cycle NFT will return to the essence of consumer goods, appearing more in the form of Web3 game character props and digital companion dolls.
In short, the PVP era has come to an end, and a new cycle where value investing is king has just begun.
