On December 25th, a piece of news spread through the community: the market cap of USD1 surpassed $3 billion. Honestly, this speed is quite impressive. But what’s more noteworthy is— the project team revealed that they are still in the early stages, with the true goal of building a new generation of financial infrastructure to drive the iteration of the global financial system.
This is interesting. Rapidly breaking into the mainstream often is just surface-level; the key question is: what is the underlying logic? Is it an inevitable bubble driven by hype cycles, or is there genuine innovation supporting it?
From a technical perspective, if a project can garner such high attention and capital inflow in a short period, it usually indicates that the market has a consensus on some of its features—perhaps a technological breakthrough, perhaps an application scenario, or maybe just FOMO sentiment. But sustainability is the true test of real value.
What do you think? Can USD1 maintain this growth momentum and truly become part of the industry infrastructure? Feel free to share your views in the comments.
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ChainSherlockGirl
· 5h ago
Three billion in three months? According to my analysis, it depends on how on-chain whales operate. Data shows that wallets that entered early tell the story best.
Early bubbles and genuine innovation often appear together. The key is who runs away first—who the winner is.
I've heard the phrase "cryptocurrency infrastructure" too many times. Only those who can survive the next bear market truly qualify as infrastructure.
Interestingly, the market always overestimates projects that last three months and underestimates technology that takes three years. I only believe USD1 can last until next year if it's not just hype.
But if you ask me, projects that break out quickly are often already secretly backed by big players. When retail investors start buying in, the story is probably over.
FOMO is the strongest consensus, bar none.
Looking at wallet addresses is much more honest than reading whitepapers.
Whether it's genuine innovation or a carefully crafted feast for the leeks, you'll know after a few months when you review the data.
I'm so tired of the phrase "new generation infrastructure" in crypto; real infrastructure has been in use for a long time.
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ChainPoet
· 5h ago
3 billion? Three months? Wake up, everyone. Isn't this just a copy-paste of the last round?
In the early stages, they were still hyping infrastructure. I've heard this spiel several times before.
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LadderToolGuy
· 5h ago
Three billion in three months? Man, what kind of whale does it take to move that fast?
#美联储回购协议计划 An emerging financial project has reached a market capitalization of over $3 billion in less than three months—this is worth a closer look.
$BTC $ZEC $BIFI
On December 25th, a piece of news spread through the community: the market cap of USD1 surpassed $3 billion. Honestly, this speed is quite impressive. But what’s more noteworthy is— the project team revealed that they are still in the early stages, with the true goal of building a new generation of financial infrastructure to drive the iteration of the global financial system.
This is interesting. Rapidly breaking into the mainstream often is just surface-level; the key question is: what is the underlying logic? Is it an inevitable bubble driven by hype cycles, or is there genuine innovation supporting it?
From a technical perspective, if a project can garner such high attention and capital inflow in a short period, it usually indicates that the market has a consensus on some of its features—perhaps a technological breakthrough, perhaps an application scenario, or maybe just FOMO sentiment. But sustainability is the true test of real value.
What do you think? Can USD1 maintain this growth momentum and truly become part of the industry infrastructure? Feel free to share your views in the comments.