Metrics Ventures September Market Observation Guide for the Crypto Market
This month's report aims to seriously inform our readers that we believe the global asset bubble cycle has likely entered a warming phase, and its initiation seems to be just a matter of time.
This bubble cycle occurs against the backdrop of significant unemployment and social division caused by the impact of AI, supported by a globally finance-led economic cycle and political economic ecology, accelerated by the two major countries' shared expectation to export inflation to resolve internal conflicts, which is expected to enter the public discussion in the coming months.
Looking ahead, aside from the digital currency market, which has seen little volatility for nearly a year and is a potential huge winner, the global cyclical mineral and AI derivative investment chains will continue to create excess returns.
In terms of coin stocks, the successful pairing of ETH with coin stocks will lead to a series of imitations, and it is expected that the combination of strong large-cap coins and strong stocks will become the most eye-catching segment in the coming months. The warm-up of WLD is also a strong signal for a sprint start, and we are particularly optimistic about the trading opportunities for BNB in this round of volatility.
Overview and Commentary on Overall Market Trends
MVC's monthly report has accompanied you for over two years, and we must admit that the past two years have changed many aspects of the world. We are currently facing an unimaginable transformation in social production structures and international political economic situations, with ongoing unemployment for ordinary people, continuous devaluation of education and experience, and a strong sense of division formed by the market's impending liquidity. However, within this, we can also find the helplessness faced by governments, enterprises, individuals, and investors, where the knowledge of what cannot be done only exacerbates social division.
In this super painful period of redefining labor productivity, fiscal easing and centralization have become inevitable choices. Moreover, the recent relaxation of financial regulations across the ocean will provide the spark to ignite this fuel depot. As competitive advantage countries begin to consider setting up investment accounts for newborns, further relaxing investment restrictions on pensions, and elevating capital markets, which have historically served as financing channels, to new heights, the bubble of financial assets has become a highly probable event. We are also pleased to see the dollar market beginning to welcome the native volatility of digital currencies and providing ample liquidity pricing, which was unimaginable two years ago, just as the success of MSTR was a financial magic we could not predict two years ago.
In short, we are clearly optimistic about the digital currency market in the next six months, the global mineral and pro-cyclical markets in the next 1-2 years, and the AI derivative industry chain.
At this moment, economic data is no longer that important, as many in the crypto circle mockingly say, "economic data is always good news." In the face of the roaring historical train, embracing the bubble in line with the trend may have become the most important topic for our generation. In Q4, we may start to hear about QE-style debt, hear that AI leads to unemployment rather than recession, thus requiring further liquidity support, and hear various analyst-favorite stories about "developed countries" panicking and experiencing capital outflows due to being left behind by the AI wave. But in fact, these can be summarized in one sentence, encompassing the era we are facing:
The great wall is indeed as solid as iron, and now we step forward from the beginning.
From the beginning, the mountains are like the sea, and the setting sun is like blood.
About Us
Metrics Ventures is a data and research-driven liquidity fund for the secondary market of crypto assets, led by a team of experienced crypto professionals. The team possesses expertise in primary market incubation and secondary market trading, actively contributing to industry development through in-depth on-chain/off-chain data analysis. MVC collaborates with senior influential figures in the crypto community to provide long-term empowerment support for projects, such as media and KOL resources, ecological collaboration resources, project strategies, and economic model consulting capabilities.
We welcome everyone to DM us to share and discuss insights and ideas about the crypto asset market and investments.
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