2026-01-12 03:30:46

#密码资产动态追踪 $BTC $ETH $BNB

The current crypto market is undergoing a wave of value redefinition. A large number of altcoins lack substantial backing, leading to a rapid collapse of consensus, and speculative premiums are unsustainable, ultimately succumbing to the fate of value reversion. In contrast, projects with genuine growth fundamentals and strong community recognition are becoming opportunities to traverse cycles.

Taking some flagship projects as examples, they have long surpassed the simple meme coin hype framework. A solid consensus foundation makes the community highly resilient, and with the continued influence of celebrity effects and emotional storytelling, they have built moats that are difficult for competitors to replicate. These factors combined allow real value to support valuations and break the illusion of concept bubbles. While most altcoins have become speculative tools, targets with barriers, warmth, and growth certainty are being re-priced by the market, which is also the true source of current excess returns.

BTC-0,85%

ETH-0,27%

BNB-0,27%

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CompoundPersonality

· 01-15 03:04

Here we go again with the story of value investing. It sounds good, but how many people can really hold on? I believe in BTC and ETH, but the hype around star projects... I've heard too many people say they've been cut. Moats, consensus, emotional storytelling—ultimately, it all comes down to whether you can sell. Altcoins are indeed dying, but are others' excess returns really from fundamentals or just luck? This bull market is still early; don't rush to draw conclusions.

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MEVSandwich

· 01-15 01:18

Starting that same old story again, the star project moat? I think it's just popularity holding up for a couple more days. To be honest, I agree that there are a bunch of trash altcoins, but there aren't many projects with real growth potential, to be honest. This rebound is mainly driven by funds looking for opportunities in second- and third-tier coins. Don't believe me? Just look at the trend. Consensus resilience sounds good, but actually it just means retail investors haven't all exited yet. Hey, wait a minute, can anyone tell me why BNB has been so resistant to falling recently? Is there some insider info?

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NoodlesOrTokens

· 01-14 17:30

Comments on eating noodles or coins: 1. Sounds nice, but aren't we just taking the fall again? Those "real growth" was long eaten up by big players. 2. Moat? Laughable, they said the same thing last round, and look what happened. 3. I've heard the term "resilience of consensus" too many times, but it all collapsed in the end. Can't trust it. 4. Celebrity effect... fine, anyway, we're always the ones following the trend. 5. What's the use of talking about these? As long as it rises, that's all that matters. 6. Value reconstruction is just code, a signal for new rookies to take over. 7. Barriers and warmth? Wake up, buddy, it's just a sickle. 8. Sounds better than singing, wait for a crash to come and blow it again. 9. Excess returns haha, whose excess? 10. Breaking out of the hype framework, but it's still just hype, no problem with the logic.

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FortuneTeller42

· 01-12 04:00

It's the same old story again—moats, consensus fundamentals, real growth... listening to it all just makes your ears numb. In the end, it's still a gamble on which project won't go to zero. Alright, alright, just HODL those top-tier coins, the rest are just weed harvesters. What nice emotional storytelling? Basically, it all depends on whether the whales are willing to pump the market. Don't deceive yourself. This cycle is really a big wave washing away the sand. Many project teams are just bragging. As long as you're still trading, there's no such thing as absolute safety. It's all a gamble.

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SelfCustodyIssues

· 01-12 03:55

They're starting to talk about that value investing rhetoric again, but when the crash really happens, we'll all sink together. Honestly, it's just about betting on the right project; there's no such thing as a moat.

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MissedAirdropBro

· 01-12 03:55

Here comes another story, sounding nice but still the same group of people cutting leeks. Projects with real fundamentals have long been eaten up by institutions, leaving retail investors no chance. Celebrity effect moat? That's just the reason for the next bag-holder.

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MelonField

· 01-12 03:47

Here comes the narrative of cutting leeks again, talking all fancy, but in the end, it's just about who can run faster. --- Moats, consensus, emotional storytelling... just listen, wake up everyone. --- Altcoins are dead, Bitcoin is stable, always the same old trick. --- If there was real growth certainty, it would have already taken off. Why bother telling stories here? --- Laughable, celebrity effect can be blown into a moat? There are plenty of cases where they sell off in the next second. --- So you're saying projects with money survive, and those without die? Is this news? --- Wait, wait, wait, does this mean it's time to jump into the market now? I don't buy it. --- Repricing is just a buffer period before a plunge, everyone.

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StakeWhisperer

· 01-12 03:38

Here we go again with the value reversion talk, but how many projects can actually survive? --- Nice words, but most people are still betting on the next get-rich-quick opportunity, regardless of what moat they have. --- Moat? Ha, I think it's more about luck and timing. --- A strong consensus foundation can withstand cycles? Then what about Luna? --- Celebrity effect definitely makes it easier to get exploited; everyone, be careful. --- I'm curious which projects have growth certainty; please point them out. --- Does anyone still believe that shanzhai coins have real value? I don't anymore. --- After this round of reshuffling, how much IQ tax will retail investors have to pay again? --- Excess returns? Stop exaggerating, big players already ran away. --- Emotional storytelling empowerment sounds like a new way to cut leeks. --- Wait, so BTC and ETH are the projects with barriers?

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BearMarketMonk

· 01-12 03:32

It's the same old spiel, basically convincing people to buy the dip. Those so-called "real value" projects, weren't they hyped the same way during the last bull market? And look what happened? ----- Moat, moat—one big drop and it all collapses, don't fool me. ----- Warmth? Uh... that word is okay to use, just like insurance sales pitches. ----- Sounds good, but it's just survivor bias from betting on the right. ----- I just want to know which star project, name it, talking like this is too vague. ----- What happened to last year's "strong consensus"? You're doing it again now, huh? ----- Real excess returns come from... information gaps and luck. Don't pretend to be profound.

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