Positioning in technical projects amid negative sentiment: Time to buy the dip has arrived
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Positioning in technical projects amid negative sentiment: Time to buy the dip has arrived
While most people believe that "VC coins are dead," "technical narratives have died out," "exchange-listing certainty has plummeted," and "all trading is now just MEMEs," I think this harsh market environment presents the perfect opportunity to buy the dip in technical projects.
Navigating Web3 tides with focused insightsAuthor: Haotian
While most people believe that "VC coins are dead," "technical narratives have faded," "exchange listing certainty has plummeted," and "all trading is now MEME-driven," I actually think this is the perfect time to buy the dip in technically solid projects:
1) Bearish sentiment around the altseason indirectly lowers project valuations.
High-quality projects and poor ones alike go through similar stages—airdrop → exchange listing fundraising → market-making consolidation. Under the curse of many weak projects peaking at launch, strong projects inevitably get dragged down by negative market sentiment. This creates an ideal opportunity for us to accumulate quality projects at low prices; for example, how would today’s $ZKC or $PROVE perform if launched during $STRK’s TGE environment?
2) There's a natural misalignment between technical development cycles and market visibility.
We're currently in a silent phase of technical accumulation—ZK, TEE, AI infra, intent-based transactions, high-performance chains—many tokens have been issued and are now seen as "technical debt." However, these foundational infrastructures won't gain recognition until there's an application-layer breakout. When the market experiences another wave like DeFi or NFTs (perhaps AI Agents?), these projects will finally have their moment;
3) Holding experience between technical projects and MEME coins is night and day.
In a bear market, we can use technical judgment to select a tech project and hold it long-term for exponential returns. While MEME coins may offer stronger short-term gains, they require intense PVP gameplay, 24/7 monitoring, and impose huge opportunity costs and psychological stress that most cannot endure. In a volatile environment where value fluctuations are hard to control, proactively choosing a comfortable holding experience becomes crucial;
4) The market is undergoing structural cleansing of "technical debt" narratives.
Projects that merely create hype without securing market share or influence in key sectors will be eliminated. Conversely, those defining technical standards, driving industry progress, and operating within bilateral supply ecosystems are poised for a second bloom;
5) The era of deep TradFi integration is creating new value anchors.
Traditional Wall Street-style procurement demand will provide new valuation benchmarks for technical projects. Those offering upstream infrastructure to incoming TradFi capital and users will be especially promising. Additionally, projects on a clear PMF path with active token buybacks, or DATs capable of consistently attracting incremental capital, will have greater opportunities. Industry saturation has raised cognitive barriers, but also defined new valuation frameworks and selection methodologies.
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Haotian | CryptoInsight
