HOO迎来了挥杆时刻
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HOO迎来了挥杆时刻
Don't swing at every ball—only hit the ones in the "sweet spot."
Navigating Web3 tides with focused insights
In Warren Buffett’s office hangs a poster of an American baseball player.
In baseball, there are two types of batters:
- One type swings at every pitch, giving their all each time, trying to seize every opportunity and hit home runs every time.
- The other only swings at high-probability pitches.
Among the top ten hitters in the world, all belong to the second category. For example, Ted Williams, who won the American League MVP multiple times, held a clear belief: Don’t swing at every pitch—only swing at those balls in your “sweet spot.”
Investing works the same way.
As Buffett said in a 2017 documentary:
“I can see over 1,000 companies, but I don’t need to analyze all of them—or even 50. The secret to investing is sitting and watching pitch after pitch fly by, waiting for that perfect ball to enter your strike zone.
People will shout—‘Swing!’ Ignore them. I know my strengths and my circle. I stay within that circle, paying no attention to anything outside it. Defining what game you’re playing and where your advantages lie is crucial.”
Crypto investing is no different. New public chains, DeFi, NFTs, GameFi—hotspots emerge endlessly and rotate rapidly. But over the long term, Bitcoin, Ethereum, and platform tokens remain the sweet spot for most investors, where they seek high-odds Alpha (excess returns).
You need to follow emerging forces.
The Sweet Spot: "Platform Tokens"
In financial markets, one of the toughest challenges for investors holding assets is knowing how—and when—to place their bets.
Over the years, seasoned stock market players have developed strategies such as buying blue chips, chasing trends, or investing in promising sectors. These approaches remain valid in the crypto market.
Blue-chip assets include DeFi leaders; hotspots span NFTs, GameFi, and the metaverse; and investment sectors are becoming increasingly diverse and granular—storage, public chains, cross-chain, Web3, platform tokens—and trends keep rotating.
But looking back, very few assets have consistently outperformed BTC/ETH Beta (baseline returns) over the long run. Once the hype fades, many leave behind nothing but wreckage.
Pursuing long-term, stable high returns often means sacrificing certainty and entering a kind of “high-stakes gamble.” But is there an investment option offering both relatively high certainty and strong returns—one that can consistently outperform BTC over time?
Perhaps you already know the answer—platform tokens.
Compared to so-called “air coins” that investors often joke about, platform tokens stand out in the crypto market as one of the few assets with visible cash flows and relatively clear investment returns. They are a key focus for “value investors.”
First came BNB’s groundbreaking success, leaving others far behind; then FTT amazed the market; now emerging players like Hoo are growing fast...
There are three main reasons why this sector deserves long-term attention.
Reason one: Exchanges continuously expand horizontally—launching IEOs that generate wealth effects, building DeFi services on various public chain smart networks, offering staking, mining pools, quantitative funds, and more. They are creating closed-loop ecosystems spanning primary markets, secondary markets, and derivatives trading, aiming to retain users on-platform. And the ultimate tool for capturing this business value is the platform token itself.
Reason two: Aside from BTC and ETH, platform tokens are among the easiest assets for new investors to understand. They are backed by real exchange operations, and their valuation logic is transparent—aligned with traditional secondary market investment principles—making them low-barrier entry points for newcomers and conducive to asset accumulation.
Reason three: Historical backtesting shows low correlation between platform tokens and major cryptocurrencies. Investors can thus combine mainstream coins with platform tokens to reduce overall portfolio risk and enhance stability.
In short, platform tokens may become a long-term allocation asset alongside BTC and ETH—offering lasting development potential, ease of evaluation, and significant upside.
Finding New Alpha
Today, platform tokens have become a relatively mature sector, widely recognized by investors. Yet, identifying platform tokens where intrinsic value significantly diverges from market price—finding higher-odds opportunities—remains a top concern.
Before answering this, we must recognize that a platform token’s market price is influenced by two factors: intrinsic value and investor behavior.
Investor behavior affecting platform token prices falls into two categories. First, market-driven behavior, primarily influenced by price volatility—especially Bitcoin’s price swings impacting investor sentiment. Second, investor decisions based on perceived overvaluation or undervaluation of the token.
Therefore, to determine whether a platform token is overvalued or undervalued, we must first filter out the portion of price movement caused by general market volatility, then examine how the remainder correlates with intrinsic value.
"Generally, I treat BNB as the Beta of platform tokens. A year or two ago, FTT was Alpha—but now it has evolved into a blue-chip similar to BNB. Now I’m looking for new small-cap platform tokens with Alpha potential," says investor Adam.
Coming from traditional finance, he has a particular affinity for platform tokens.
In his view, the intrinsic value of platform tokens comes from two sources. First, exchanges commit to using part of their revenue or profits to periodically buy back and burn platform tokens. This creates a direct link between token price and exchange profitability—the higher the profit, the greater the buyback spending, naturally pushing up the token price. This process closely resembles stock dividends.
Second, platform tokens are used within the exchange ecosystem. Under conditions of limited supply, higher trading volume and longer holding periods increase demand, driving up prices. Thus, the token’s value becomes deeply tied to the exchange’s operational health.
Now, Adam is turning his attention to exchange tokens like Hoo—small market cap, high odds.
Adam explains his interest in Hoo: low market cap with high cost-performance ratio; diverse use cases; among mid-sized exchanges, it was among the first to launch an EVM-compatible smart chain, giving Hoo not just platform utility but also some characteristics of a public chain token; and Hoo is actively expanding globally, creating new growth engines...
Hoo: The "Challenger"
What comes to mind when you think of Hoo?
“Feathered dispatches flying like meteors, tiger tally unites the city”; wallets; top EOS RAM holder...
Founded in 2018, Hoo has been operating for three years, now boasting over 2 million registered users and more than 80,000 daily active users. According to data from CoinGecko, a leading global market data site, as of July this year, Hoo ranked 12th on the global exchange composite ranking with a credit score of 9 out of 10.
CoinGecko’s credit score is an algorithm developed to combat fake trading volume data, designed to assess the trading behavior of trading pairs and crypto exchanges. Metrics include reported trading volume, order book depth and spread, SimilarWeb traffic statistics, overall trading activity, operational scale, API technical coverage, and cybersecurity ratings (assessed by Hacken).
In Adam’s view, Hoo currently has clear strengths and weaknesses.
“It’s flexible and good at spotting early high-quality assets, but some smaller tokens lack depth, hurting real trading experience.” Despite this, he remains optimistic: “Though still behind top-tier exchanges, Hoo’s ‘setup’ reveals an ambitious team.”
Hoo International, Hoo Wallet, Hoo Smart Chain, Hoo Research Institute, Hoo Foundation, Hoo Labs, HooSwap, HooPool, Hoo Earn—indeed, as Adam notes, Hoo has equipped itself with a “first-tier infrastructure.”
Notably, the Hoo Smart Chain officially launched in May, highlighting Hoo’s rapid insight into market trends and decisive execution.
On tokenomics, according to official announcements, Hoo launched VIP upgrades on August 25, linking privileges directly to holdings of its platform token HOO. Holding 10,000 HOO grants VIP1 benefits, while 500,000 HOO unlocks VIP4 status.
Of course, to stabilize intrinsic value and provide a compliant trading environment, Hoo has submitted applications for MSB financial licenses in both the U.S. and Canada this year—and successfully obtained approval.
According to sources close to Hoo, the exchange is intensively advancing its globalization strategy, establishing its global operations headquarters in a full office building provided by the Dubai government, using the Middle East as a base to expand worldwide.
Undoubtedly, globalization is a dream shared by nearly all exchanges—but it’s a long and arduous journey, with challenge after challenge lying ahead for Hoo and others.
Knowing full well tigers dwell in the mountain, yet choosing to climb toward them anyway.
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