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Source: jx_block
Original title: Why is the impact of FTX crash and Luna event
This article overviews the FTX event and subsequent impact. The collapse of an industry giant like
FTX is completely different from Luna. The difference is the blow of confidence. The internal currency circle has destroyed the endorsement of big capital, brand and the confidence in centralized exchanges. Traditional off-market funds have also suffered heavy losses this time, and it is difficult to re-enter the market until the supervision is further clarified.
is not all bad news. The positive news is that the bubble is erased and the bottom is accelerated. The real low needs to wait for the macro environment to be repaired, but the small bubble means that the future opportunities will outweigh the risks.
primary market financing will enter its lowest moment, and the popularity and sentiment of the primary market often lag behind the secondary market. For example, the primary market still remains hot after the market declined at the beginning of the year. Therefore, in the future, investment and financing of primary market projects will be very difficult for a long time. The turning point will be until the early stage of bull market , and the market trend will reverse , and primary investment and financing will then be launched.
Investment institutions that enter traditional funds will learn the following lessons: the traditional PE style is not suitable for the currency circle, and if the D round is in and out of the E round, it is likely to be a bear market, and then passively take over. In the future, it will be difficult for traditional funds to enter crypto-native projects before the climax of the next bull market. Compliance will become the biggest consideration for investment, which also means that the large entry of traditional funds may also mark the peak of the bull market. In addition to the general direction of
in the future, in addition to the compliance, it is also beneficial to projects that originally adhere to the spirit of crypto, such as Ethereum, L2, etc. Capital speculation projects have little chance of short-term opportunities, but the highs of the bull market will still appear. Opportunities like P2E, new public chains will still be the most favored model (Ponzi will back). This is human nature, and you will definitely forget the lesson in the face of profits.
For investors and project parties, control the cash flow of , don’t blindly buy at the bottom of , save the principal, and wait for the darkness to be dawn.
