2025-12-31 09:25:17

How can the crypto industry retain long-term believers? This question sounds simple, but the answer varies from person to person—completely different for builders, investors, and ordinary players.

My view is: ninety percent of clone coins will eventually disappear, which is almost a certainty. But one thing that won't disappear is the moat built by data and content. In fact, because of AI's involvement, this moat has become more valuable, even continuously generating new opportunities.

In terms of data, some teams have indeed performed remarkably well this year, such as projects focused on data tracking and market intelligence, which are redefining information competition with new approaches. These players have grasped a key point: in the AI era, whoever has high-quality data holds the first-mover advantage.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

8 Likes

Reward
8
6
Repost
Share

Comment

0/400

MercilessHalal

· 9h ago

Ninety percent of scam coins won't die, but this wave of data-driven projects are the ones that can truly survive. The moat is getting deeper and deeper.

View OriginalReply0

ETH_Maxi_Taxi

· 10h ago

Data moat is truly enlightening, but to be honest, most people are still just trading coins for fun and don't think that far ahead. I agree with the law of the demise of altcoins; the problem is that retail investors simply can't tell who is providing real data and who is just storytelling. I like the AI reshuffling data competition move; finally, there's a somewhat different gameplay. To put it simply, it's still about information asymmetry—whoever gets the data first wins. That's why I've always said you should follow smart money. But to be honest, do these data-focused projects really have any room for imagination, or are they just the next scythe? Long-termism sounds noble, but the core to retaining retail investors is still yield and narrative. It's well said, but I feel it hasn't addressed the pain point—why do most projects fail in the data area?

View OriginalReply0

NFTArchaeologis

· 10h ago

The logic of data moat can actually be seen in the early digital art market. Whoever has control over creator profiles and on-chain footprints wins. Altcoins are not worth mourning; what dies is the asymmetry of information.

View OriginalReply0

TopBuyerBottomSeller

· 10h ago

Even if 90% of the coins die, I'm not afraid. I only play with data and information gaps. When others are anxious, I just buy the dip.

View OriginalReply0

MidnightSnapHunter

· 10h ago

The data moat is indeed much more reliable than speculating on coins.

View OriginalReply0

AirDropMissed

· 10h ago

I agree with the statement that 90% of altcoins will die, but the one that truly survives isn't relying on long-termism; it still needs data and content moat to support it. Data competition has indeed been seen through, but the question is how many teams can really do a good job with high-quality data—most are still selling hype. However, on the other hand, AI coming in to disrupt actually provides new opportunities, which is quite interesting. The term long-termism is heard too often; the key is to have something that can hold up, otherwise it's all empty talk. The idea that 90% will perish is a bit absolute, but it's true that most projects won't survive the next cycle—that's a fact. The concept of a moat is good, but how to build it is the real challenge; just shouting about concepts is useless. Data is truly king in this era; whoever has the information advantage wins.

View OriginalReply0