2025-12-27 21:21:09

A recent noticeable trend is that large capital is accelerating into the crypto market. Report data shows that institutional investors are participating at an all-time high, and their focus is shifting to a new direction: the actual utility of projects.

The significance behind this is deeper than you might think. The days when projects could outperform simply based on hype and popularity are basically over. The market is gradually turning away from pure speculation and towards genuine fundamental analysis. This shift is actually a sign of market maturity.

Looking ahead, what kind of projects will outperform? Certainly not those without users or real-world use cases. The truly competitive projects are those that solve real problems and already have genuine users. What changes will the influx of institutional funds bring? More stable funding sources and more rational valuation expectations for projects.

If I had to highlight what to focus on, it would be sectors backed by strong institutional support and with clear, practical application scenarios. RWA (Real-World Asset on Chain), DePIN (Decentralized Physical Infrastructure Networks), and those recognized top public chains—all these areas have relatively solid logic. The market's gameplay is quietly changing, and whether one can adapt to this change may determine the next phase of gains.

RWA9,44%

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GasFeeLady

· 19h ago

ngl, been watching gas prices tick up while institutions finally figure out what we already knew—utility actually matters lmao

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CoffeeNFTs

· 19h ago

No one is炒概念 anymore, it really depends on whether real money and real users are involved. Institutional entry is a dead end; the next step will just be a mess. Honestly, I don't quite understand the RWA part; it feels like another new story. Wait, does that mean the hot coins I bought earlier are going to cool off? DePIN sounds good, but it feels like just another slogan. Which projects have actual users? Give me an example. If this wave really shifts to fundamentals, it will be too boring. What about the excitement? By the way, if institutional funds come in, will the price go up? That's the key. Wow, the once-hot coins have now become trash.

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SelfMadeRuggee

· 19h ago

Basically, the era of cutting leeks is over. Now, you need to have real stuff. Institutional entry has truly changed the game, but I still think RWA is a bit虚. I'm optimistic about DePIN; this is the real thing that can be implemented. Still the same saying: projects without a user base will eventually die.

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ContractFreelancer

· 19h ago

Basically, it still depends on who can really use it. Air coins should be phased out when it's time. When institutions come in, fundamentals matter. These days, bragging doesn't work much anymore. RWA and DePIN are indeed more solid, but it depends on who can truly implement them. The era of hype coins is really over. Now, you need to find actual users who are using it. The days of making quick money by storytelling are over. Now, it's about real skills.

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AirdropHarvester

· 20h ago

You are right, but can institutional entry really change the situation? It still seems to depend on who acts faster. Wait, will coins without real applications really die? I still see a bunch of projects with zero users going up. RWA and DePIN are indeed attractive, but who will assess the risks? The gameplay has changed, but retail investors still can't compete with institutions. Isn't this just a matter of being cut? Talking so grandly, but in the end, isn't it all about the amount of capital? Fundamental analysis? Ha, once the hype is out, fundamentals don't matter anymore.

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GasFeeNightmare

· 20h ago

Late at night, I spent another two hours on the gas tracker. Reading this article was a bit of a blow... Institutions are entering the market based on fundamentals, but how can someone like me who relies on hype to trade crypto survive? Wait, are RWA and DePIN really being used by users? Or is this just another round of "narrative bubbles," just a different way to scam institutions? Honestly, I just want to know if the gas fees for these tracks are low or not. Otherwise, the profit-making logic is pointless—cross-chain bridges just wipe out your gains in one go. Coins without real users are indeed doomed, but why do I feel like coins with real users also die quickly? Can data be faked? Institutional funds are stable, but retail traders' fees are getting more and more expensive... Why does this logic seem so unfriendly to me?

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