【Uncle's Essays】The Perspective of a Contrarian Trader: When Everyone Chases Meme Coins, the Probability of 'Public Goods Agreement' Layout
Recently, the market sentiment has been quite restless. As I watch the meme coins dancing across the screen, I can't help but think of another matter: what kind of asset can still hold its value steadily after the hype fades?
Many retail investors are waiting for the next token to double, but I choose to lay out 'public goods protocols' like Sign Protocol. Why? Because meme coins thrive on foolish speculation, while protocols play the game of 'taxation'.
Everyone sees the token model of $SIGN and may only notice the unlocks and distribution ratios, but I see the operational logic of a digital society. When a protocol is used by governments as a basis for identity verification and asset distribution infrastructure, it becomes a ubiquitous 'digital air'. As long as someone uses it, it has value.
The essence of contrarian investing is to capture its long-term value when no one is paying attention to the dullness of infrastructure. As the broader environment becomes more turbulent, such protocols that provide certainty will become the most stable hedging assets. Don't fear loneliness; Uncle is here to help you gradually build the moat on this path.
