#大户持仓动态 Recently watched an annual summary by the founder of a leading exchange, and several insights are truly worth pondering.



This industry leader's focus has completely shifted towards—charity education projects, venture capital funds, blockchain ecosystem operations, and serving as a crypto policy advisor to various governments. In plain terms, short-term profits are no longer the main goal; long-term ecosystem development is the real KPI.

**A few core insights caught my attention:**

Prediction markets are becoming the next hot trend. Why? Because this sector is still in its early stages, and teams with strong execution capabilities can capitalize on the first wave of benefits. Some players are already laying out plans in the $ETH ecosystem, and more opportunities are expected to emerge next year.

The iteration of stablecoins has already begun. The traditional model of simply pegging to the US dollar is becoming outdated; the market needs a new form that combines "yield + liquidity + compliance." Although established stablecoins like $USDT are still the largest in the market, innovation is being squeezed out by next-generation products, which is the trend.

There is a paradox in AI trading—who would sell the truly profitable algorithms? The future likely involves general platforms providing infrastructure, with traders customizing their own strategies.

Growth data for BNB Chain is impressive—transaction volume has multiplied several times in a short period. As an on-chain asset, how long can this growth logic sustain? It’s worth continuous observation.

One concept mentioned by the industry leader left a deep impression: investing in projects should be like building an "open garden," encouraging competition rather than monopoly. When the cake gets bigger, all ecosystem participants can benefit. This is completely different from the zero-sum mindset of many traditional VCs.

**Key areas to watch:**

1. Early projects in prediction markets
2. Ecosystem-leading assets with community consensus
3. Innovative models for next-generation stablecoins
4. High-quality applications on BNB Chain

What do you think of these insights? Are prediction markets or stablecoin innovation more exciting to you?
ETH-5,29%
BTC-3,79%
BNB-3,27%
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OfflineNewbievip
· 2025-12-22 01:33
I am optimistic about the prediction market, but to be honest, I think we should wait for the bubble to get dumped before picking up cheap options.

The innovation in stablecoins sounds great, but I still feel that USDT is too stable; what can I exchange it for?

The concept of an open garden sounds ridiculous; in reality, who would really let competitors take a slice of the cake?

I believe in the growth data of BNB this time, but could it be another effect of a funding scheme? It's worth being cautious.

The pro's shift towards long-term ecological construction indicates that the period for making quick money in the short term has really passed.

The paradox of AI trading hit the mark; the algorithms that work have long been self-used, and what is being sold is all garbage.

Most early projects in the prediction market still have a large gambling component; don't be dazzled by the hype.
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AirdropGrandpavip
· 2025-12-21 22:29
I have a slightly different view on stablecoins; true innovation depends on who can first gain policy recognition.

The prediction market has indeed been around for a while, but I expect these two to get competitive soon.

The rise in BNB's data will depend on whether it can retain its value going forward.

The concept of an open garden sounds good, but I'm afraid in the end, Large Investors will make money while small investors just get the leftovers.

That part about AI trading hits the nail on the head; who would truly reveal their financial strategies?
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LeekCuttervip
· 2025-12-21 19:51
I think the stablecoin sector should have been innovated long ago. USDT has been raking in money for so many years, and it really needs competitors to shake things up.

The prediction market sounds great, but I'm still a bit skeptical; the early stage is easy to be played people for suckers.

The doubling data of BNB looks pretty fierce, but I don't know how long it can last; it depends on how the subsequent ecosystem is replenished.

I love the concept of an open garden; it's much better than those projects that are just self-congratulatory.

So, has the pro really turned to charity? Or is it just a new trap, haha.
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DYORMastervip
· 2025-12-19 02:20
I'm more optimistic about innovation in stablecoins. To be honest, USDT is now like a big mobile phone—inevitable to be replaced eventually.

Predicting the market sounds appealing, but the ones who truly make money are always the infrastructure providers, not the players.

Getting excited about BNB data doubling? It depends on liquidity depth—don't be fooled by surface data.

The "Open Garden" concept is indeed beautiful, but the blockchain world still follows jungle law.

I'm a bit skeptical whether the big shots are just trying to endorse their own projects...
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TerraNeverForgetvip
· 2025-12-19 02:20
I'm still a bit skeptical about the prediction market; early-stage projects are often a matter of life and death.

The algorithms for AI trading that can't be sold are indeed a joke, haha.

Innovations in stablecoins sound good, but who dares to go head-to-head with USDT?

The growth rate of the BNB chain is really impressive, but unfortunately, I went all in a long time ago.

That "Open Garden" concept sounds nice, but in reality, it's still whoever is stronger who gets the meat.
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RektCoastervip
· 2025-12-19 02:17
I'm optimistic about the prediction market, but you need to find the right team; otherwise, it's just another wave of cutting leeks.

The innovation in stablecoins sounds good, but USDT, this old dog, is really hard to shake. That's just the market's nature.

The part about AI trading was spot on... Who the hell would share real profit-making strategies? LOL.

BNB's rapid growth seems a bit fake; short-term data looks good, but it doesn't mean much. Be careful of taking over the position.
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DegenGamblervip
· 2025-12-19 02:13
Stablecoins are really about to change; the days of USDT lying around counting money are probably coming to an end.

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Predictive markets? Honestly, that's a bit overhyped. There are still too few practical use cases.

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The open garden theory sounds great, but when it comes to actual KPIs, it's still about cutting the leeks.

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BNB Chain's trading volume has multiplied several times; how long this can last is uncertain. It feels a bit inflated.

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That part about AI trading was quite eye-opening. Who the hell would open-source something that actually makes money?

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Another year, another new stablecoin and predictive market. It feels like every year there's a new concept being hyped.

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This big shot is now focusing on ecosystem development, which shows he can't see through the short-term market either.

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ETH ecosystem layout and predictive markets? People have been playing that for a long time. What kind of dividends can still be gained?
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MetaDreamervip
· 2025-12-19 02:01
I think the innovation in stablecoins has been somewhat exaggerated. Although USDT is old, it really isn't going away.

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Prediction markets? People have been playing with them for a while, but there are still opportunities. The key is whether the team is reliable.

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BNB's growth data looks impressive, but how long this logic can hold up is really hard to say...

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The concept of an open garden sounds good, but I don't know how long it can be maintained in reality.

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That paradox about AI trading was spot on. Who would share real profits, haha.

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It seems this guy is already playing a bigger game, no longer involved in short-term arbitrage.

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I'm optimistic about prediction markets, but you need to find a team with real execution power. Currently, many projects are just air.

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USDT and similar stablecoins won't be shaken easily anytime soon. Don't overthink it.
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LidoStakeAddictvip
· 2025-12-19 01:56
Prediction markets are indeed attractive, but I don't know which team will really succeed.

I'm skeptical about stablecoins. USDT is old, but it has a very deep moat.

Will BNB multiply several times? I feel like it's another round of hype, and its sustainability is questionable.

The open garden concept sounds good, but the actual implementation depends on execution.

The part about AI trading algorithms was spot on. Who would be foolish enough to open-source their money-making strategies, haha.

Is it still too early to buy the dip in early-stage prediction market projects? It feels like we should wait a bit longer.
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