The biggest news in the crypto world lately is that Binance has officially announced that its global registered users have surpassed 300 million.
Many people see this number and simply exclaim, 'Wow, there are really a lot of people,' and then turn back to continue chasing after meme coins. But to me, behind these 300 million users lies the most robust key for ordinary people to achieve class leap.
Combining my long-held philosophy of 'minimalist investment', I want to talk about why heavily investing at this market point is a more correct decision than 'diversified investment'.$BNB
1. 300 million users: not just a number, but a 'moat'.
First, we need to understand what this '300 million' means.
In the world of the internet, traffic is everything. What does 300 million users mean? It means that one out of every 20 people globally is using Binance. This is not just data from an exchange; it is a massive economy.
• This is the most genuine 'fundamentals': every transaction fee, every gas fee for on-chain interactions, is consuming BNB.
• This is the most terrifying 'burning machine': Binance has quarterly and immediate burning mechanisms. The more users there are, the more frequent the transactions are, and the faster BNB is burned. These 300 million people are actually helping you carry your BNB tirelessly.
This is like buying stocks: would you prefer to buy a startup with only a concept and no revenue, or would you prefer to buy a giant with 300 million loyal paying users and cash flow that is endless? The answer is obvious.
2. Say goodbye to 'poor thinking': The accumulation phase is about daring to invest heavily.
I once believed so-called 'financial experts' who said to diversify investments—don't put all your eggs in one basket. But later I realized that was meant for the wealthy to guard their territory, not for ordinary people to build theirs.
If the capital you have is already not much, and you're diversifying to buy a dozen coins, the result is: you feel no gain when it rises, and you can't escape when it falls.
My logic is very simple (this is also DK's core logic):
During the wealth accumulation phase, you must heavily invest in the projects you believe in the most and have the highest certainty about. What does certainty mean?
• EV (expected value) is positive: as long as Binance doesn't fail and the crypto industry continues to develop, the value of BNB will be long-term upward.
• Unafraid of short-term fluctuations: I don't care whether it goes up or down tomorrow because I have the '300 million users' card in hand; I know where its long-term endpoint is.
3. Investing is not 'buying a lottery ticket.'
The current market is very restless; many people hold a few thousand or tens of thousands of yuan, fantasizing about becoming rich overnight by buying various unknown 'junk coins.'
To put it bluntly, that's not called investing; that's called buying a lottery ticket.
Putting your hopes on a one-in-ten-thousand chance of getting rich is itself a 'gambler's mentality.' True investing is leveraging time for compound interest.
• The logic of junk coins is: pass the parcel, see who runs fast; if you run slowly, it goes to zero.
• The logic of $BNB is: 300 million people are running with you. With Binance recently obtaining the world's first complete compliance license in Abu Dhabi (ADGM), it has evolved from a 'big casino' into a legitimate 'financial institution.'
This is the reason I dare to invest heavily: I don't need it to increase tenfold in a day; I just need it to steadily rise with the industry. When the 300 million users become 500 million or 1 billion, the chips in my hand will naturally be pushed to higher points by this tide.
Don't let short-term noise disturb you, and don't envy others who won the lottery.
Focus on yourself, focus on certainty.
When an asset (BNB) has 300 million real users, possesses compliance licenses, and has a deflationary mechanism, it becomes the most solid 'anchor' in your asset allocation.
Instead of looking for gold in a junkyard, it’s better to embrace the gold mine itself. This is the investment clarity that ordinary people should have.
