Bitcoin has returned to 70,000, and the bulls will never be slaves. Everyone is saying that Bitcoin has been fluctuating like crazy these days, heading towards 40,000. And what happened? Trump released a fake news, and the price shot back to 70,000. Truly a master of candlestick charting. We still have to believe what Big Brother said: Bitcoin is a hard asset, so stick to value investing.
But to be honest, watching the group wail because of a tweet whose authenticity is unknown feels quite absurd. If our so-called 'value investment' is just staring at these emotional news every day and guessing the highs and lows, that’s not called investment; that’s like rolling dice in a casino.
Bitcoin is indeed a 'hard asset' in terms of wealth, but looking at the entire commercial landscape of Web3, you will find that we are still lacking a 'hard logic' that can support real business operations. In reality, multinational entities are simply afraid to place their core business on a transparent public chain that can see operational costs skyrocketing with a tweet from a politician.
This is precisely why I am still stubbornly adhering to the core logic of @MidnightNetwork during this sprint phase of the creator competition. What it addresses is this 'fragility and exposure of on-chain business'.
You see the market jumping up and down these past few days, and the gas fees on other chains are dancing chaotically. But in Midnight's dual-token model, as long as companies hold $NIGHT , they can steadily produce business fuel $DUST. No matter how the external market fluctuates or how it crashes, the internal contract execution costs remain stable as a rock. This kind of 'physical separation of costs' is the confidence that legitimate forces have to go on-chain.
Now, let's look at compliant gaming. With traditional public chains being fully transparent, which institution dares to show their cards? #night relies on zk-SNARKs technology and Compact language to play a game of 'only verifying authenticity, not revealing the cards'. You can prove to regulators that your funds are clean without letting competitors see your cash flow.
True value investing is not about relying on insider news to bet on a big bullish trend, but rather using fundamental mathematical contracts to capture the real-world business dividends. Instead of being beaten back and forth by emotional K-lines every day, it’s better to focus on those underlying protocols that truly reconstruct production relationships.
But to be honest, watching the group wail because of a tweet whose authenticity is unknown feels quite absurd. If our so-called 'value investment' is just staring at these emotional news every day and guessing the highs and lows, that’s not called investment; that’s like rolling dice in a casino.
Bitcoin is indeed a 'hard asset' in terms of wealth, but looking at the entire commercial landscape of Web3, you will find that we are still lacking a 'hard logic' that can support real business operations. In reality, multinational entities are simply afraid to place their core business on a transparent public chain that can see operational costs skyrocketing with a tweet from a politician.
This is precisely why I am still stubbornly adhering to the core logic of @MidnightNetwork during this sprint phase of the creator competition. What it addresses is this 'fragility and exposure of on-chain business'.
You see the market jumping up and down these past few days, and the gas fees on other chains are dancing chaotically. But in Midnight's dual-token model, as long as companies hold $NIGHT , they can steadily produce business fuel $DUST. No matter how the external market fluctuates or how it crashes, the internal contract execution costs remain stable as a rock. This kind of 'physical separation of costs' is the confidence that legitimate forces have to go on-chain.
Now, let's look at compliant gaming. With traditional public chains being fully transparent, which institution dares to show their cards? #night relies on zk-SNARKs technology and Compact language to play a game of 'only verifying authenticity, not revealing the cards'. You can prove to regulators that your funds are clean without letting competitors see your cash flow.
True value investing is not about relying on insider news to bet on a big bullish trend, but rather using fundamental mathematical contracts to capture the real-world business dividends. Instead of being beaten back and forth by emotional K-lines every day, it’s better to focus on those underlying protocols that truly reconstruct production relationships.