
0xWizard|10月 06, 2025 07:25
The second wave theory, in my opinion, is on par with my 'bull market engine' theory—one of the truths of this world.
I got into DeFi in September 2020, already missed out on a lot, but once I figured it out, I went all in immediately.
I didn’t participate in minting inscriptions (Ordinals), but once I understood it, I immediately made hundreds of BTC address transactions.
For Solana memes, I started researching after Neiro. Once I got it, I immediately set up hundreds of SOL addresses and traded back and forth.
Every time I participated, I made great returns because these were undeniably track-level opportunities.
As for BSC, I’m still observing. To be honest, I haven’t fully figured it out yet. Only CZ is hyping it, and it feels too sporadic with limited potential. Aster is unique because it’s tied to BN’s future, so it’s definitely a big opportunity, but I can’t figure out how to play the second wave.
It’s a bit of a pity that I missed the second wave of hype airdrops this year. There was a clear wealth opportunity, but I didn’t farm a few other perp DEXs. This stems from my bias against contract trading itself, which was a big loss—one of the rare second-wave track opportunities I didn’t participate in.
Next, I still need to observe how the BSC ecosystem develops—whether it’s worth setting up 100 addresses to trade—and how the neglected themes and ecosystems on other chains will fight back.