I Have a Coin Circle Friend "Series Story My friends, I have a strange feeling lately: haven't we been looking forward to big events like "institutional entry," "regulatory relaxation," and "ETF launch" for a long time? Now all these wishes have come true, but the price in the cryptocurrency market is still low, and BTC is even "running in place". Why is that? The answer is heart wrenching: "Good news" ≠ skyrocketing prices. Because the market has already taken these favorable factors into account, as the old investment saying goes, 'If you know it's useless, you can set the price early.'. When we were still waiting for the cryptocurrency industry to take off, the truth was: the AI sector has become a new trend, and funds used to be like lightning fast. And our 'on chain revolution' is still considered by most people to be just a high-end casino. So the question arises: how many trillions is the value of the encryption industry? Despite the enormous technological potential, the actual active users in the entire industry currently only cover 40 million. By comparison, OpenAI's user base is more than 20 times that of the cryptocurrency market, and its IPO valuation is only $1 trillion. This comparison is thought-provoking So, the key now is: where do you believe future value will be realized? Is it an existing public chain value network? Or is it the 'application layer' that masters real users and solutions to economic problems? Don't hide, let's talk. Which do you think will be the next super winner? CryptoInsights reflects on value investing in the cryptocurrency industry