Everything Can Be On-Chain, Who Will Be the Dark Horse?
Since everything can be on-chain—stocks, gold, U.S. bonds—being "digital avatars," the question is: in the Gate TradFi track, which horse will break out of the bend first? Some are optimistic about tech giants mapping assets, with the simple reason—AI stories are not finished, valuation logic is still being fueled; others focus on gold-like assets, believing that risk-averse sentiment is the real "old yellow cow"; some prefer U.S. bonds, thinking that once interest rate cycles turn, price elasticity will be like a spring compressed for a long time. A so-called dark horse is never the most dazzling, but the one with the "biggest expectation gap." What everyone is discussing is often already halfway up the mountain; the real opportunity may be hidden in overlooked corners. The significance of on-chain is not just about trading convenience, but about giving traditional assets the liquidity and rhythm of the crypto world. You can use Crypto’s agility to capture TradFi’s swings. This "hybrid approach" is the underlying logic of the Koi fish’s resilience. But remember, even dark horses can stumble. Don’t assume that "everything can be on-chain" means everything should be heavily weighted. The first rule of the Koi fish’s resilience is: control drawdowns. Running fast is important, but surviving to the end is even more crucial. The first wave of good news in the Year of the Horse may not be a single asset skyrocketing, but that you start to think across markets—left hand on-chain, right hand traditional, fighting on two fronts. #马年开工第一帖
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Everything Can Be On-Chain, Who Will Be the Dark Horse?
Since everything can be on-chain—stocks, gold, U.S. bonds—being "digital avatars," the question is: in the Gate TradFi track, which horse will break out of the bend first?
Some are optimistic about tech giants mapping assets, with the simple reason—AI stories are not finished, valuation logic is still being fueled; others focus on gold-like assets, believing that risk-averse sentiment is the real "old yellow cow"; some prefer U.S. bonds, thinking that once interest rate cycles turn, price elasticity will be like a spring compressed for a long time.
A so-called dark horse is never the most dazzling, but the one with the "biggest expectation gap." What everyone is discussing is often already halfway up the mountain; the real opportunity may be hidden in overlooked corners.
The significance of on-chain is not just about trading convenience, but about giving traditional assets the liquidity and rhythm of the crypto world. You can use Crypto’s agility to capture TradFi’s swings. This "hybrid approach" is the underlying logic of the Koi fish’s resilience.
But remember, even dark horses can stumble. Don’t assume that "everything can be on-chain" means everything should be heavily weighted. The first rule of the Koi fish’s resilience is: control drawdowns. Running fast is important, but surviving to the end is even more crucial.
The first wave of good news in the Year of the Horse may not be a single asset skyrocketing, but that you start to think across markets—left hand on-chain, right hand traditional, fighting on two fronts. #马年开工第一帖