I. Introduction: Market Recovery, Altcoins Offer Investment Opportunities
Recently, with BTC's breakthrough, the entire crypto market sentiment has warmed up. BTC once again broke through key resistance levels, and market confidence seems to be gradually recovering. Although Bitcoin has always dominated market focus, many have overlooked the potential of Altcoins. Historically, Altcoins' surge always lags behind Bitcoin's rise, and when the market begins to heat up, it is an excellent time to cautiously invest in Altcoins. So, among thousands of Altcoins, how can one select high-quality projects worth long-term investment? Today, we will explore how to find stable investment opportunities in the Altcoin market, drawing from CZ's investment philosophy and combining practical cases.
II. CZ's Altcoin Investment Philosophy: Do What You Love, Maintain Resilience
At a recent Web3 conference in Hong Kong, CZ and TRON founder Justin Sun discussed their views on MEME coins and Altcoins. CZ emphasized that truly successful projects are those teams that are "actually building," not those relying on short-term hype. In his view, the most important points when investing in Altcoins are:
- Real user base: Projects must have genuinely active users, not just empty market hype.
- Continuous income and profit model: A project can only sustain token price through actual revenue.
- Long-term value creation: A project's value comes from its continuous user value and product iteration, not short-term speculation.
- Team's resilience and persistence: A successful project requires the team's unwavering effort and persistence.
Summarizing CZ's investment philosophy: When investing in Altcoins, choose projects with users, revenue, and a team, especially those teams that can "do what they love and persist long-term".
III. BONK: A MEME Coin Case Matching CZ's Investment Philosophy
By matching the standards CZ emphasized, BONK can be considered an excellent choice that meets these criteria. Born as a MEME coin in the Solana ecosystem, its strong fundamentals and continuous community building have elevated it beyond projects purely driven by emotional fluctuations.
1. Community-Driven and Governance Mechanism
BONK adopts a decentralized governance model in its community governance, with large-scale token burn activities requiring community member voting. This not only maintains the decentralized governance spirit of crypto but also allows community members to truly participate in the project's future development. As CZ said, true value comes from community support and participation, not just short-term speculation.
2. Strong Fundamental Support
BONK ranks third in the Solana ecosystem with nearly 1 million on-chain active users. Beyond its massive user base, BONK generates stable revenue through core products like BONKbot, BONKSwap, BONKRewards, BONKLive, and Exchange Art. These products provide continuous cash flow for BONK's ecosystem and help enhance token scarcity and value, driving its market performance.
3. Web2 IP and Continuous Content Output
BONK doesn't rely solely on MEME culture's short-term popularity but combines with powerful Web2 IP, such as the released BONK animation series and the educational platform SBC25 in collaboration with Borussia Dortmund. These content outputs enhance BONK's brand influence and expand its user base, laying a solid foundation for long-term development.
4. Active Institutional Collaboration
BONK has established partnerships with multiple renowned exchanges (like Binance, OKX, HTX, Coinbase) and has been included in CF benchmark index and Coindesk index, bringing more institutional attention and market recognition. Moreover, BONK has integrated with Solana Pay, supporting offline payments for 100,000 US merchants, becoming the first MEME coin to achieve large-scale commercial use.
5. Team's Persistence and Long-Term Planning
BONK's success is not accidental but the result of the team's persistence and continuous innovation. Despite market fluctuations, BONK continues to launch new products in its ecosystem, consistently driving project development. This aligns with CZ's investment philosophy of "persistence and patience" - a team's ability to persist determines a project's future.
IFC Mall, Seoul, South Korea - September 2024
IV. Conclusion: How to Choose Stable Altcoins in a Recovering Market
As the market recovers, opportunities to select quality Altcoins are gradually increasing. Remember, projects relying solely on short-term speculation cannot bring long-term stable returns. To truly seize investment opportunities, one must focus on projects with real users, profitability, team resilience, and long-term value. Perhaps BONK is a successful case meeting these standards, demonstrating excellent long-term development potential through strong community drive, stable fundamentals, continuous content output, and institutional collaboration.
As the market recovers, investors need to return to fundamentals and choose projects that can continue creating value in the future. As CZ said, "Do what you love, persist, understand fundamentals" - this is the correct path to investing in Altcoins. Choosing projects with potential like BONK can not only provide stable returns during a bull market but also achieve long-term value growth.
Investment Advice: When selecting Altcoins, be sure to focus on the project's fundamentals, the team's long-term persistence, and users' real needs. By choosing these promising projects, investors can achieve stable returns.
