TechFlow news — Continue Capital partner Pima shared ten insights on the crypto market via social media:
-
In the long term, MEV (Maximum Extractable Value) is the fundamental metric for assessing a chain's development prospects.
-
TVL (Total Value Locked) is a meme; capital turnover rate should only be evaluated after L1 token prices align with ETH.
-
FDV (Fully Diluted Valuation) is not a meme.
-
Economic security is a meme and unreliable (refer to LUNA/ATOM).
-
The execution layer is where the greatest value capture occurs.
-
A chain's DEX data better reflects ecosystem vitality—stablecoin and L1 token/ETH trading pairs should be excluded from analysis.
-
The target audience for L1/L2 blockchains is developers, not community users; strategies should revolve around developers.
-
The "Magnificent Seven" phenomenon seen in U.S. equities will also emerge in crypto, leading to significant concentration in market cap and trading volume.
-
Don't focus solely on user numbers; revenue matters more. The key is finding a business model and monetizing users.
-
Introducing traditional investment frameworks and valuation models into crypto is essential—value is the foundation of sustainable growth.
