NingNing
NingNing|Apr 11, 2025 10:41
Based on my current observation, there are two major growth investment opportunities in the next 25 years: one ⃣ As an integral part of the future oriented new global currency order, the "Mar-a-Lago" dollar system, stablecoins will expand tenfold in size over the next five years, reaching the level of $2 trillion. The infrastructure construction of stablecoins, including but not limited to stablecoin dedicated L1/L2, stablecoin DEX, stablecoin payments PayFi、 Stablecoin lending protocols and so on will usher in a super growth cycle after financial market volatility returns to normal. two ⃣ In the first quarter and second quarter of the year 25, during the dredging market of the barrier lake in the primary market, there will be a very small number of high-quality projects with true positive externalities, true PMF, and true cash flow income that are seriously misjudged and undervalued, giving us a once-in-a-year bottom buying opportunity. And @ ParticleNtwrk is precisely located at the intersection of two sets of growth investment opportunity targets. According to Pengyu's tweet, the complete stack of Particle Network will consist of one L1 (Particle Chain) dedicated to multi chain clearing and settlement, one UniversalX product that captures the market value of memes on the chain, and one UniversalE product that captures the growth value of stablecoins (to be launched soon). The attached image is a comparison chart of the DEX trading volume index and stablecoin size index from December 2024 to present, which I have organized and produced. As shown in the figure, from December 2024 to present, the stablecoin size index has increased by 20.8%, while the DEX trading volume has decreased by 66.7%. The negative correlation between the two indices is as high as -0.82. The product strategy of Particle Network emphasizes both UniversalX and UniversalE, similar to the classic barbell strategy in portfolio construction. It can help the ecosystem capture the value of stablecoin super cycles and meme coin seasonal trends (meme coin super cycles are already completed, and there will only be waves of seasonal trends in the future), as well as capture the additional value generated by the combination product strategy in high-dimensional time and space. Gao, this is the true master!
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