隨著市場的恢復，Altcoins迎來了一個很好的投資機會

最近，隨著比特幣的突破，整個加密貨幣市場的情緒都變暖了。

Author: 0xresearcher

作者：0xResearcher

1. Introduction: As the market recovers, altcoins usher in a good investment opportunity

1。簡介：隨著市場的恢復，山寨幣迎來了一個很好的投資機會

Recently, with the breakthrough of Bitcoin, the sentiment of the entire crypto market has warmed up. BTC has once again broken through the key resistance level, and the market seems to have gradually regained confidence. Although Bitcoin has always occupied the market focus, many people have overlooked the potential of altcoins.

最近，隨著比特幣的突破，整個加密貨幣市場的情緒都變暖了。 BTC再次因關鍵阻力水平而破裂，市場似乎逐漸恢復了信心。儘管比特幣一直佔據市場重點，但許多人忽略了山寨幣的潛力。

Generally speaking, the outbreak of altcoins always lags behind the rise of Bitcoin. When the market starts to heat up, it is a good time to ambush altcoins with low risk. Among the thousands of altcoins, how can we select those high-quality projects that are worth long-term investment? Today, starting from CZ's investment philosophy and combining some actual cases, let's talk about how to find stable investment opportunities in the altcoin market.

一般而言，山寨幣的爆發總是落後於比特幣的興起。當市場開始升溫時，現在是伏擊風險較低的山寨幣的好時機。在成千上萬的Altcoins中，我們如何選擇值得長期投資的高質量項目？如今，從CZ的投資理念開始，結合了一些實際案例，讓我們談談如何在Altcoin市場中找到穩定的投資機會。

2. CZ’s Altcoin Investment Philosophy: Do What You Love and Stay Resilient

2. CZ的Altcoin投資理念：做自己喜歡並保持韌性

At the recent Web3 conference in Hong Kong, CZ had an in-depth discussion with Tron founder Justin Sun about his views on meme coins and altcoins. CZ emphasized that the projects that can really succeed are those teams that are "really building" rather than projects that rely on short-term hype.

在最近在香港舉行的Web3會議上，CZ與Tron創始人Justin Sun關於他對Meme Coins和Altcoins的看法進行了深入討論。 CZ強調，真正成功的項目是那些“真正建立”的團隊，而不是依靠短期炒作的項目。

In his opinion, the most important points when investing in altcoins are:

他認為，投資Altcoins時最重要的一點是：

* Pay attention to the project's fundamentals: a good project should have users and revenue, which are the basis for long-term development.

*注意項目的基本面：一個好的項目應該具有用戶和收入，這是長期發展的基礎。

* Choose a team that can 'do what they love' and stay resilient: a passionate team that is willing to stick with the project for a long time is key, as it can constantly innovate and provide value to users.

*選擇一個可以“做自己喜歡的事情”並保持韌性的團隊：一支願意長期堅持該項目的熱情團隊至關重要，因為它可以不斷地創新並為用戶提供價值。

* Don't chase short-term trends: investing in hyped-up meme coins may yield quick gains, but they are not stable in the long run.

*不要追逐短期趨勢：投資炒作模因硬幣可能會產生快速的收益，但從長遠來看，它們並不穩定。

To summarize CZ's investment philosophy: When investing in altcoins, choose projects that have users, income, and teams, especially those teams that can "do what they love and stick to it for a long time."

總結CZ的投資理念：在投資AltCoins時，選擇具有用戶，收入和團隊的項目，尤其是那些可以“做自己喜歡的事情並堅持很長時間”的團隊。

3. BONK: A Meme Coin Example That Fits CZ’s Investment Philosophy

3。邦克：適合CZ投資理念的模因硬幣示例

By matching several of the criteria highlighted by CZ, BONK can be said to be an excellent choice that fits these criteria very well. It was originally born as a meme coin for the Solana ecosystem, but the strong fundamentals and continued community building behind it have made it surpass most projects that rely solely on sentiment fluctuations.

通過匹配CZ突出顯示的幾個標準，可以說BONK是一個很好的選擇，非常適合這些標準。它最初是作為Solana生態系統的模因硬幣而誕生的，但是強大的基本原理和持續的社區建設使其超過了大多數僅依靠情感波動的項目。

1) Community-driven and co-governance mechanism

1）社區驅動和共同政府機制

BONK adopts a decentralized governance model in its community governance. Every large-scale token destruction activity requires community members to vote. This not only allows BONK to maintain the spirit of decentralized governance native to crypto, but also allows community members to truly participate in the future development of the project. As CZ said, the real value comes from the support and participation of the community, not just short-term hype and speculation.

Bonk在其社區治理中採用了分散的治理模式。每個大規模的令牌破壞活動都要求社區成員投票。這不僅允許Bonk維持本地加密的分散治理精神，而且還允許社區成員真正參與該項目的未來發展。正如CZ所說，真正的價值來自社區的支持和參與，而不僅僅是短期炒作和猜測。

2) Strong fundamental support

2）強大的基本支持

BONK ranks third in the Solana ecosystem, with nearly 1 million active users on the chain. In addition to a large user base, BONK also obtains stable income through core products such as BONKbot, BONKSwap, BONKRewards, BONKLive, Exchange Art, etc. These products not only provide continuous cash flow for the BONK ecosystem, but also help enhance the scarcity and value of the token, driving its market performance.

Bonk在Solana生態系統中排名第三，鏈上有近100萬活躍用戶。除了大型用戶群外，Bonk還通過Bonkbot，Bonkswap，Bonkrewards，Bonklive，Bonklive，Exchange Art等核心產品獲得穩定的收入。這些產品不僅為Bonk生態系統提供了連續的現金流量，而且還有助於增強代幣的稀缺性和價值，推動其市場績效。

3) Web2 IP and continuous content output

3）Web2 IP和連續內容輸出

BONK not only relies on the short-term popularity of Meme culture, but also combines with powerful Web2 IP, such as the BONK animation series that has been released, and the educational platform SBC25 launched in cooperation with Borussia Dortmund (German football team). These content outputs not only enhance BONK's brand influence, but also expand its user base, laying a solid foundation for its long-term development.

Bonk不僅依賴於Meme Culture的短期普及，而且還與功能強大的Web2 IP相結合，例如發行的Bonk Animation系列，以及與Dortmund（德國足球隊）合作推出的教育平台SBC25。這些內容不僅可以增強Bonk的品牌影響力，而且擴大了其用戶群，為其長期發展奠定了堅實的基礎。

4) Active institutional cooperation

4）積極的機構合作

BONK has established partnerships with many well-known exchanges (such as Binance, OKX, HTX, Coinbase, etc.), and has been included in the CF Benchmark Index and Coindesk Index, which has brought it more institutional attention and market recognition. In addition, BONK has been connected to Solana Pay, supporting offline payments at 100,000 merchants in the United States, becoming the first Meme coin to achieve large-scale commercial use.

Bonk已經建立了許多著名的交流（例如Binance，OKX，HTX，Coinbase等）的合作夥伴關係，並已列入CF基準指數和Coindesk Index，這使它更加引起了機構的關注和市場認可。此外，Bonk已與Solana Pay連接，支持美國100,000家商人的離線支付，成為第一個實現大規模商業用途的模因硬幣。

5) Team persistence and long-term planning

5）團隊持久性和長期計劃

BONK's success is not accidental, but the result of the team's persistence and continuous innovation. Despite the market's many fluctuations, BONK still launches new products in its ecosystem and continues to promote the development of the project. This is in line with CZ's investment philosophy of 'persistence and patience'. Whether the team can persist determines the future of a project.

邦克的成功並不是偶然的，而是團隊堅持不懈和持續創新的結果。儘管市場發生了許多波動，但Bonk仍在其生態系統中推出新產品，並繼續促進項目的發展。這符合CZ的“持久性和耐心”的投資哲學。團隊是否可以堅持決定項目的未來。

IV. Conclusion: How to choose a stable altcoin in a recovering market

iv。結論：如何在恢復市場中選擇穩定的Altcoin

As the market

作為市場