2024 Crypto Assets Investment Strategy: Balancing Technological Innovation and Community Power

In the Crypto Assets market, a successful investment strategy needs to balance two key elements: technological innovation and community strength. Experience from the past year indicates that relying solely on a single investment logic may result in missing important opportunities.

The all-weather investment strategy emphasizes diversification, covering all cycles that affect the Crypto Assets market. At the same time, the barbell strategy recommends focusing on allocating Alpha assets in high Beta tracks and Beta assets in high Alpha tracks. Based on these principles, my investment portfolio at the end of 2023 mainly includes projects such as chain abstraction, AI Agent, and PayFi, which overall outperformed the market.

However, while adjusting my portfolio for the first quarter of 2025, I realized that I had focused too much on the technology-driven "disruptive innovation" logic and overlooked the importance of community power. By participating in a certain NFT project, I experienced for the first time the sense of belonging and identity that comes from a strong community atmosphere. This prompted me to start paying attention to projects with active communities, such as certain L2 solutions and emerging public chains.

Taking an L2 project aimed at short video users as an example, it has attracted over 2 million users to participate in on-chain interactions through cooperation with a well-known short video platform. The project plans to leverage account abstraction technology to allow users to enjoy a seamless experience similar to Web2 without the need to configure an additional Web3 wallet. Considering the large user base of the short video platform and its high user lifetime value, this consumer-facing Web3 application may become a key driver of mass adoption.

Looking back, a senior figure in the industry once emphasized the importance of "entering the big market." In today's world where the supply of blockchain infrastructure is increasingly abundant, those who can reach consumers faster and occupy users' minds may become the leaders of the next generation of Web3 infrastructure.

Therefore, the investment strategy for 2024 should seek a balance between technological innovation and community building. In addition to focusing on cutting-edge technologies, it is also important to value projects that can effectively attract and retain users, and build active communities. Only by grasping these two dimensions simultaneously can one seize genuine long-term value opportunities in the rapidly changing Crypto Assets market.