2025-12-29 10:20:14

The stagnation in this round of the market is not because there are no stories to tell, but because everyone is trying to figure out the next sufficiently attractive concept.

AI Meme has indeed become tiresome; aesthetic fatigue is a real phenomenon. But this doesn't mean the game is over. The real issue is—too many project teams choose the easiest way: slap on an AI concept, tweak some code, copy past previous gameplay, and then expect to harvest profits. Don't talk about innovation; this is just mindless copying and pasting.

BTC inscriptions and runes, in essence, are carriers of technical narratives. However, any technical narrative has its own lifecycle: wild growth, bubble burst, value sedimentation, and re-iteration. We are currently stuck in the sedimentation stage, which is a completely normal process.

Looking ahead, the true incremental opportunities are most likely to appear in two areas: one is AI applications that genuinely solve problems and have practical scenarios; the other is entirely disruptive new technological frameworks. But all of this depends on—someone willing to invest effort into genuine innovation, rather than continuing this endless game of concept nesting.

Market liquidity has never been lacking; what is truly scarce are projects worth betting on. In other words, the money is all on the sidelines.

BTC-0.44%

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LiquidityHunter

· 4h ago

Wait a minute, this analysis is quite clear-headed, but honestly, in this circle, reliable projects are like finding a needle in a haystack compared to air coins... --- So, instead of waiting for the next concept, it's better to learn how to distinguish who is really building something and who is just fooling around... --- Honestly, those AI projects that copy and paste should have died long ago, but they still manage to make a profit, and that's the real punch to the gut... --- The term "value sedimentation" sounds high-level, but it's actually just about surviving this cold winter... --- Now is indeed a time to rely on your skills to find opportunities, but the problem is most people simply don't have this keen eye... --- Liquidity isn't the issue; lacking vision is. There's no fault in that. Buying the dip nowadays is like going all-in...

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GasWaster

· 4h ago

Everyone is waiting for the next story, but the project teams are just copy-pasting, so it's no wonder the money has all disappeared.

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WenMoon

· 4h ago

Just wait and see. Once real innovation happens, the money will naturally come in. Ultimately, too many people just want to make a quick profit; no one really wants to build something meaningful. The waiting period is like this—boring but necessary. But on the other hand, if there's a good project right now, building a position probably won't be a loss. Currently, it's about finding the next narrative, but everyone knows what can go viral and what can't, which is the real challenge. AI Meme, what’s that? This kind of thing should be forgotten. Let's see who can really create something different.

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RooftopReserver

· 4h ago

Money is on the sidelines, but the project team is still copying and pasting. The gap is indeed huge. Basically, no one wants to truly innovate; everyone just wants to take shortcuts and make a quick profit. When will the next story come? I bet on landing AI, but we have to wait until someone actually gets things done. The accumulation period is a test; only those who endure will have a chance. Market stagnation? I think it's the options now in investors' hands; it depends on who really has the substance. Runes and inscriptions are outdated; the market should wake up. Instead of waiting for concepts, it's better to wait for projects that can truly solve problems. Otherwise, it's best to stay on the sidelines.

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StableGeniusDegen

· 4h ago

Basically, it's just waiting for the right moment. Right now, it's all just rebranded projects, and the aesthetic fatigue is real. If I had known that the AI Meme wave wouldn't last this long, project teams engaging in low-level copying and pasting should really reflect on themselves. The rune wave was just like that; the lifecycle pattern is right there. There's no need to rush during the current accumulation phase. Truly valuable projects are indeed few, and no matter how much money the market has, it's just a spectator's mindset. Waiting for major innovation, only reliable applications and new frameworks can carry the next wave. Instead of stacking concepts and nested ideas, it's better to focus on doing something practical. It's difficult, but that's where the premium lies. The next wave will definitely come, but it won't be about this batch of projects. Right now, we're really stuck; everyone is exploring, and there are no shortcuts.

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