随着市场的恢复，Altcoins迎来了一个很好的投资机会

最近，随着比特币的突破，整个加密货币市场的情绪都变暖了。

Author: 0xresearcher

作者：0xResearcher

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

1。简介：随着市场的恢复，山寨币迎来了一个很好的投资机会

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，随着比特币的突破，整个加密货币市场的情绪都变暖了。 BTC再次因关键阻力水平而破裂，市场似乎逐渐恢复了信心。尽管比特币一直占据市场重点，但许多人忽略了山寨币的潜力。

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，山寨币的爆发总是落后于比特币的兴起。当市场开始升温时，现在是伏击风险较低的山寨币的好时机。在成千上万的Altcoins中，我们如何选择值得长期投资的高质量项目？如今，从CZ的投资理念开始，结合了一些实际案例，让我们谈谈如何在Altcoin市场中找到稳定的投资机会。

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

2. CZ的Altcoin投资理念：做自己喜欢并保持韧性

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.

在最近在香港举行的Web3会议上，CZ与Tron创始人Justin Sun关于他对Meme Coins和Altcoins的看法进行了深入讨论。 CZ强调，真正成功的项目是那些“真正建立”的团队，而不是依靠短期炒作的项目。

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

他认为，投资Altcoins时最重要的一点是：

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

*注意项目的基本面：一个好的项目应该具有用户和收入，这是长期发展的基础。

* 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.

*选择一个可以“做自己喜欢的事情”并保持韧性的团队：一支愿意长期坚持该项目的热情团队至关重要，因为它可以不断地创新并为用户提供价值。

* 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.

*不要追逐短期趋势：投资炒作模因硬币可能会产生快速的收益，但从长远来看，它们并不稳定。

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."

总结CZ的投资理念：在投资AltCoins时，选择具有用户，收入和团队的项目，尤其是那些可以“做自己喜欢的事情并坚持很长时间”的团队。

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

3。邦克：适合CZ投资理念的模因硬币示例

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.

通过匹配CZ突出显示的几个标准，可以说BONK是一个很好的选择，非常适合这些标准。它最初是作为Solana生态系统的模因硬币而诞生的，但是强大的基本原理和持续的社区建设使其超过了大多数仅依靠情感波动的项目。

1) Community-driven and co-governance mechanism

1）社区驱动和共同政府机制

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在其社区治理中采用了分散的治理模式。每个大规模的令牌破坏活动都要求社区成员投票。这不仅允许Bonk维持本地加密的分散治理精神，而且还允许社区成员真正参与该项目的未来发展。正如CZ所说，真正的价值来自社区的支持和参与，而不仅仅是短期炒作和猜测。

2) Strong fundamental support

2）强大的基本支持

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生态系统中排名第三，链上有近100万活跃用户。除了大型用户群外，Bonk还通过Bonkbot，Bonkswap，Bonkrewards，Bonklive，Bonklive，Exchange Art等核心产品获得稳定的收入。这些产品不仅为Bonk生态系统提供了连续的现金流量，而且还有助于增强代币的稀缺性和价值，推动其市场绩效。

3) Web2 IP and continuous content output

3）Web2 IP和连续内容输出

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不仅依赖于Meme Culture的短期普及，而且还与功能强大的Web2 IP相结合，例如发行的Bonk Animation系列，以及与Dortmund（德国足球队）合作推出的教育平台SBC25。这些内容不仅可以增强Bonk的品牌影响力，而且扩大了其用户群，为其长期发展奠定了坚实的基础。

4) Active institutional cooperation

4）积极的机构合作

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已经建立了许多著名的交流（例如Binance，OKX，HTX，Coinbase等）的合作伙伴关系，并已列入CF基准指数和Coindesk Index，这使它更加引起了机构的关注和市场认可。此外，Bonk已与Solana Pay连接，支持美国100,000家商人的离线支付，成为第一个实现大规模商业用途的模因硬币。

5) Team persistence and long-term planning

5）团队持久性和长期计划

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.

邦克的成功并不是偶然的，而是团队坚持不懈和持续创新的结果。尽管市场发生了许多波动，但Bonk仍在其生态系统中推出新产品，并继续促进项目的发展。这符合CZ的“持久性和耐心”的投资哲学。团队是否可以坚持决定项目的未来。

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

iv。结论：如何在恢复市场中选择稳定的Altcoin

As the market

作为市场