Hello everyone, I am V1.

Today, I want to talk about the current state of the crypto market, the three major difficulties it faces, and new challenges.

Retail investor retreat, attribute re-evaluation, market internal polarization, regional politicization, and macroeconomic circulation (transitional impact).

Retail Investor Retreat
Starting from 2024, the enthusiasm and investment focus of retail investors in cryptocurrencies have begun to decline. (Market downturn, frequent black swan events, new coins cutting into profits, increased market manipulation, widespread AI tools.)
Regulatory upgrades are comprehensive: US SEC, EU MiCA, Hong Kong Stablecoin Regulations. Domestic measures remain strict. Increased compliance thresholds: KYC/KYT, audit requirements, anti-money laundering treaties, project qualification standards. ❌, among others, have caused retail investors to lose confidence in the market, lacking the previous sense of consensus and community atmosphere.

Attribute Reorganization

Bitcoin, the “digital gold,” has been entrusted with this role. However, with events like the Russia-Ukraine conflict, US-Iran tensions, etc., Bitcoin’s price movements have been markedly opposite to gold’s.
Regional politicization and war have created two cyclical trends for Bitcoin and gold. The shift in risk assets and market demand has not led Bitcoin to become fully mainstream.

Severe Internal Market Polarization

Cyclical changes are shifting from short-term 4-year bull-bear cycles to future investment directions. Market positioning has changed. The narrative has shifted from development consensus to cash flow, greatly increasing the presence of pseudo-fundraising schemes. 95% of the market participants only invest in BTC, ignoring altcoins, which causes both polarization and a double blow to market development. The market remains sluggish, with major countries and banks continuing to enhance compliance actions in the virtual currency market and planning for bottom-building.#伊朗局势升级