After Trump's victory, discover the five major logical changes of Alpha on the chain

After Trump's election victory, the entire encryption market system environment will be reset, and the logic of discovering on-chain Alpha needs to keep pace with the times. This article is sourced from NingNing's tweet, compiled and translated by PANews. (Background: Trump's first term saw BTC skyrocket by 1900%! Will BTC reach $1 million this time? Supplementary information: Will the market crash when 'Favourable Information' from Trump's election victory is implemented? Is the coin price overvalued?) In September, the leading Safe Wallet and the leading Cowswap, which are both part of the same ecosystem, were successfully discovered and listed on the coin exchange. The logic behind choosing them includes the potential for Ethereum Pectra to upgrade the application layer paradigm, the expected growth of project business data, and the Token Liquidity situation. After Trump's election victory, the entire encryption market system environment will be reset, and the logic of discovering on-chain Alpha needs to keep pace with the times. Five key points for discovering on-chain Alpha: First, encryption nihilism will become a thing of the past, and on-chain pure PVP will be an IQ tax. Everyone has paid enough SOL as tuition fees and should exit in a timely manner. Second, the market no longer tolerates 'infra maxi'. With the maturity of Raas service providers and the popularity of Cosmos SDK technology, the construction cost of Web3 infra has become very low, and the era of 'fat protocols' is over. All applications with users and real income will be rebuilt using AppChain. Industry interests and discourse power will accelerate the shift to product and operations. Third, Compliance will become one of the main themes in the next four years. 'Code is law' should no longer be an excuse for phishing teams, North Korean hackers, and scammers. Large offshore exchanges may be required to separate BTC mining, venture capital, market-making, fund custody, and wealth management businesses. Compliance exchanges will be relaxed and combined with TradFi to create new scenarios for rapid rise (PayFI, RWA, STO, Compliance Stable Coin, Compliance OTC, etc.). Fourth, at this stage, AI agents are only office assistants without self-awareness. We need to wait for OpenAI to redefine AI agents in 25 years. One thing to follow is whether the bond between Worldcoin and Openai will become public after the 180-degree reversal of the regulatory environment in the United States, and whether Sam Altman will openly discuss Worldcoin. Fifth, old application scenarios will be rejuvenated. Opensea 2.0 will be reorganized using App Chain, and the new cycle of non-fungible tokens will return to the essence of consumer goods, appearing more in the form of Web3 game character props and digital companion dolls. In short, the era of PVP has come to an end, and the new cycle where value investment is king has just begun. Related reports: 'Trump is mighty' - BTCSpotETF daily volume breaks $6 billion, encryption market cap soars to $200 billion. Standard Chartered Bank is optimistic that BTC will exceed $125,000 by the end of the year and rise another 60% in 2025. BTC breaks through $76,800 to reach a new high, and Ethereum surpasses $2,900 as the Federal Reserve cuts interest rates by 1 basis point. US stocks rise more than fall. The article 'The Five Logic Changes in Discovering On-Chain Alpha After Trump's Victory' was first published by BlockTempo, the most influential blockchain news media in the moving area.