In this dazzling cryptocurrency market, every investor is asking one question: which projects are worth long-term attention?

My own answer might be a bit different. When friends ask me why I pay special attention to certain projects among many L1 protocols, my explanation is two words—scarcity. Fast chains are plentiful, and application chain gameplay is emerging in many forms, but truly secure public chains that can run compliant assets safely? That’s the real scarcity.

The phenomenon I observe is that there is a category of projects that take an especially different path: they do not chase short-term hot topics, but focus on doing one seemingly arduous thing—genuinely integrating traditional finance with DeFi. This track is broad and long, but it requires time and patience.

Honestly, holding a project that focuses on underlying infrastructure and compliance is not easy. In an era where memes are everywhere and hot topics rotate rapidly, these projects may not often top the public discourse. But I find that every time I see code updates or ecosystem collaborations expanding, I feel a sense of solid progress. This team has a "quiet builder" temperament—steadfastly sticking to their original intention through market fluctuations over the past few years, which I greatly admire.

Regarding the imagination space of compliance and privacy, many people see it merely as a label. But I believe it is actually the key to entering the mainstream financial world. Imagine a future where enterprises can directly issue regulated securities on-chain—this is not just a technological advancement, but a turning point in the entire digitalization of assets.

That’s why I am willing to stay a little longer on this path.