- Dec 13, 2023
- 152
- 1
In the encryption industry, "results" are almost the only measure. Whether it rises or not, whether it makes money or not, whether it is hot or not, and whether it rushes or not are the first reactions of many people when judging a project. However, if you extend the perspective to a more realistic timeline, you will find that short-term results are often just waves stirring up on the emotional surface. What really determines long-term returns is whether you enter a system that can continue to operate, continuously create real cash flow, and continuously distribute value to participants.
The core value of Coinsidings lies not in "what result will you get today", but in its attempt to transfer the long-term exclusive value distribution rights in the tourism industry to users and merchants. It does not treat users as one-time transaction objects, but as ecosystem nodes, allowing users to occupy positions in future value distribution and increase their weight as their participation deepens. This approach is completely different from the "traffic stripping model" of traditional internet platforms and is also different from the path of many Web3 projects' "short-term stimulus models".
If most projects are doing "selling expectations to the present", Coinsidings is more like doing "mapping current behavior to future distribution". This does not mean that it denies short-term experience. On the contrary, it regards short-term experience as the entrance to the long-term system: discounts, points, AI recommendations, and travel efficiency are the reasons why users are willing to use them; the capitalization path of computing power, options, RWA, and equal rights with stock and currency is the reason why users are willing to stay for a long time. The part that is really worth investing in is not a single point of incentive, but how this system turns user behavior into accumulative equity and forms sustainable value return over a longer period of time.
Why "outcome thinking" is misleading most people
From the perspective of investment research, the most dangerous thing is not volatility, but treating volatility as value. The typical misconception in the cryptocurrency industry is to replace the business curve with a price curve and replace long-term allocation with short-term feedback. As a result, thinking focuses on "what can I get today" and ignores more critical questions: "When future value growth occurs, am I qualified to participate in allocation? What is my weight in the allocation system?"
This kind of misunderstanding is particularly common in Web3, because many projects use "instant incentives" as a growth engine. Early high subsidies can quickly gather users, but they will also quickly screen out a group of people who are only sensitive to short-term results. When the external market weakens, when the subsidy margin decreases, and when the project narrative completes a cycle, users will naturally leave. The result is not that the project is not working hard, but that the system design naturally trains users to be "result-oriented people". Such an ecosystem cannot precipitate real behavior, cannot form stable cash flow, and is even more difficult to generate long-term sustainable distribution.
What Coinsidings is trying to change is precisely this. It is not denying the result, but putting the result back where it should be: the result should be a by-product of participation, not the only reason for participation. What it wants to establish is a stronger sense of time structure, allowing users to understand that what determines long-term returns is not whether you see an immediate return today, but whether you start accumulating future allocation rights today.
In other words, what really matters is not whether "I earned today", but whether "I put myself into the system that will distribute value in the future".
From an investment perspective, allocation rights are higher-level assets than short-term returns. They do not rely on a single market trend, fluctuation, or external emotional climax, but on whether the system continues to have real business, real user behavior, real asset accumulation, and real profit sources. What Coinsidings is betting on is the long-term rigid demand and sustainable business structure of the tourism industry; what users occupy is the allocation seat when this structure grows in the future.
From "making money or not" to "whether to divide or not": The underlying logic of Coinsidings has shifted
To study an ecosystem, first look at how it makes money, then look at how it distributes money, and finally look at why it can continue to make money and continue to distribute money. The essence of the traditional OTA model is the platform's monopoly on traffic and transaction entry points. Users contribute data and orders, merchants provide supply and services, the platform extracts a high proportion of commission, the value is concentrated on the platform side, and then advertising and traffic are further distributed to strengthen the monopoly. The long-term result is that the platform becomes larger and larger, users become more and more like passers-by, and merchants become more and more like production materials being charged.
The narrative of Coinsidings is not "can I make a cheaper OTA", but "can I make the value no longer flow only to the platform". Therefore, its mechanism design naturally leans towards the "distribution system" rather than the "popularity system". Member discounts, point rebates, team incentives, USDC promotion funds, AI computing power, options, and RWA are ways to pull users and merchants from the outside into the ecosystem. The real key is to transform "participation" into "weight" and "weight" into "distribution qualifications", so that users not only purchase services, but also participate in the profit-sharing structure of value growth.
This is a model-level shift. Most platforms use subsidies to buy short-term growth, while Coinsidings is more like defining long-term relationships with institutions. Users who consume, invite, share, contribute content, and participate in community interactions within the platform will be recognized and quantified by the system, and then reflected in the allocation of weights in the computing power and option system. It logically upgrades "user value" from the gross profit of a single transaction to a long-term contribution equity structure, transforming users from "sources of GMV" to "partners in ecosystem growth".
From an investment perspective, the core value of this shift is that when you can unify the interests of users and the platform, growth does not have to rely on external stimuli repeatedly. Users are no longer short-term arbitrageurs, but more like long-term participants, because their profit function is tied to the scale function of the ecosystem. The larger the platform, the more transactions, the richer the merchants, and the more abundant the assets, the more valuable the user's allocation rights are. This binding relationship is the key to building long-term confidence.
The core value of Coinsidings lies not in "what result will you get today", but in its attempt to transfer the long-term exclusive value distribution rights in the tourism industry to users and merchants. It does not treat users as one-time transaction objects, but as ecosystem nodes, allowing users to occupy positions in future value distribution and increase their weight as their participation deepens. This approach is completely different from the "traffic stripping model" of traditional internet platforms and is also different from the path of many Web3 projects' "short-term stimulus models".
If most projects are doing "selling expectations to the present", Coinsidings is more like doing "mapping current behavior to future distribution". This does not mean that it denies short-term experience. On the contrary, it regards short-term experience as the entrance to the long-term system: discounts, points, AI recommendations, and travel efficiency are the reasons why users are willing to use them; the capitalization path of computing power, options, RWA, and equal rights with stock and currency is the reason why users are willing to stay for a long time. The part that is really worth investing in is not a single point of incentive, but how this system turns user behavior into accumulative equity and forms sustainable value return over a longer period of time.
Why "outcome thinking" is misleading most people
From the perspective of investment research, the most dangerous thing is not volatility, but treating volatility as value. The typical misconception in the cryptocurrency industry is to replace the business curve with a price curve and replace long-term allocation with short-term feedback. As a result, thinking focuses on "what can I get today" and ignores more critical questions: "When future value growth occurs, am I qualified to participate in allocation? What is my weight in the allocation system?"
This kind of misunderstanding is particularly common in Web3, because many projects use "instant incentives" as a growth engine. Early high subsidies can quickly gather users, but they will also quickly screen out a group of people who are only sensitive to short-term results. When the external market weakens, when the subsidy margin decreases, and when the project narrative completes a cycle, users will naturally leave. The result is not that the project is not working hard, but that the system design naturally trains users to be "result-oriented people". Such an ecosystem cannot precipitate real behavior, cannot form stable cash flow, and is even more difficult to generate long-term sustainable distribution.
What Coinsidings is trying to change is precisely this. It is not denying the result, but putting the result back where it should be: the result should be a by-product of participation, not the only reason for participation. What it wants to establish is a stronger sense of time structure, allowing users to understand that what determines long-term returns is not whether you see an immediate return today, but whether you start accumulating future allocation rights today.
In other words, what really matters is not whether "I earned today", but whether "I put myself into the system that will distribute value in the future".
From an investment perspective, allocation rights are higher-level assets than short-term returns. They do not rely on a single market trend, fluctuation, or external emotional climax, but on whether the system continues to have real business, real user behavior, real asset accumulation, and real profit sources. What Coinsidings is betting on is the long-term rigid demand and sustainable business structure of the tourism industry; what users occupy is the allocation seat when this structure grows in the future.
From "making money or not" to "whether to divide or not": The underlying logic of Coinsidings has shifted
To study an ecosystem, first look at how it makes money, then look at how it distributes money, and finally look at why it can continue to make money and continue to distribute money. The essence of the traditional OTA model is the platform's monopoly on traffic and transaction entry points. Users contribute data and orders, merchants provide supply and services, the platform extracts a high proportion of commission, the value is concentrated on the platform side, and then advertising and traffic are further distributed to strengthen the monopoly. The long-term result is that the platform becomes larger and larger, users become more and more like passers-by, and merchants become more and more like production materials being charged.
The narrative of Coinsidings is not "can I make a cheaper OTA", but "can I make the value no longer flow only to the platform". Therefore, its mechanism design naturally leans towards the "distribution system" rather than the "popularity system". Member discounts, point rebates, team incentives, USDC promotion funds, AI computing power, options, and RWA are ways to pull users and merchants from the outside into the ecosystem. The real key is to transform "participation" into "weight" and "weight" into "distribution qualifications", so that users not only purchase services, but also participate in the profit-sharing structure of value growth.
This is a model-level shift. Most platforms use subsidies to buy short-term growth, while Coinsidings is more like defining long-term relationships with institutions. Users who consume, invite, share, contribute content, and participate in community interactions within the platform will be recognized and quantified by the system, and then reflected in the allocation of weights in the computing power and option system. It logically upgrades "user value" from the gross profit of a single transaction to a long-term contribution equity structure, transforming users from "sources of GMV" to "partners in ecosystem growth".
From an investment perspective, the core value of this shift is that when you can unify the interests of users and the platform, growth does not have to rely on external stimuli repeatedly. Users are no longer short-term arbitrageurs, but more like long-term participants, because their profit function is tied to the scale function of the ecosystem. The larger the platform, the more transactions, the richer the merchants, and the more abundant the assets, the more valuable the user's allocation rights are. This binding relationship is the key to building long-term confidence.
