- Dec 13, 2023
- 157
- 1
If we were to use one word to describe the current global environment, it would definitely not be "opportunity", but "uncertainty".
Interest rate cycles repeatedly switch, geopolitical risks continue to exist, and global capital oscillates between risk and hedging. For ordinary users, the question is no longer whether they can catch a wave of market trends, but whether the things they participate in really have the ability to cross the cycle.
Against this backdrop, macro fluctuations are no longer temporary anomalies, but are becoming a long-term reality. Market sentiment fluctuates frequently, asset prices fluctuate up and down, and narratives are constantly created and overturned. More and more people are beginning to realize that what is truly scarce is not short-term high returns, but "certainty" that can exist stably in the long run.
Coinsidings chose a different path from mood swing in this era. It does not attempt to predict the market or promise a skyrocketing future, but starts from a deeper structure to build a value system that does not rely on macro emotions or market expectations. This value does not come from betting on the future, but from a system that operates every day.
The real source of uncertainty is not risk, but emotion
Looking back at the past few years, whether it is the traditional Financial Marekt or the crypto market, the vast majority of fluctuations do not come from fundamental changes in fundamentals, but from the concentrated release of emotions. When expectations are constantly magnified, prices will deviate from their true value; and when emotions reverse, prices will also quickly fall back.
This market dominated by emotions has three obvious characteristics.
First, price precedes value. Asset prices often rise before the story ends and fall before the story breaks.
Second, the source of income is single. The income of most participants depends entirely on price changes, rather than real output or cash flow.
Third, the participation position is uncontrollable. It is difficult for ordinary users to enter at a low emotional point, but it is easy to chase at a high point.
Under such a structure, the market seems to be full of opportunities, but in fact it is highly unstable. Any macro signal, policy change, or emotional event may trigger violent fluctuations. This is not a problem with individual projects, but an inherent flaw of the "emotion-driven system".
As more and more people begin to realize this, a deeper question arises: Is there a way to participate that does not rely on emotions or timing, but rather obtains rewards through time itself?
What is true "structural certainty"?
If uncertainty comes from emotions, then certainty must come from structure.
The so-called "structural certainty" does not mean that there is no risk, but that the system itself has the ability to operate stably and continuously produce, even in the case of external environmental fluctuations, it can still operate according to established logic.
To determine whether a structure is deterministic, at least three conditions must be met.
First, it must be based on rigid demand, not narrative.
Rigid demand means that demand will not disappear due to emotional changes. It may undergo structural adjustments in different cycles, but it will not disappear.
Second, it must be verifiable, not imaginary.
Whether the source of value is clear, whether the data is transparent, and whether the behavior is traceable are the key to distinguishing the real system from the narrative system.
Third, its revenue must come from operations, not emotions.
Only when the benefits come from ongoing real behavior, will time become a friend of the participants, not an enemy.
Coinsidings has built its ecosystem around these three points. It does not attempt to create a financial world divorced from reality, but instead transforms one of the most stable and sustainable industries in the real world into a participatory, verifiable, and distributable on-chain system.
Interest rate cycles repeatedly switch, geopolitical risks continue to exist, and global capital oscillates between risk and hedging. For ordinary users, the question is no longer whether they can catch a wave of market trends, but whether the things they participate in really have the ability to cross the cycle.
Against this backdrop, macro fluctuations are no longer temporary anomalies, but are becoming a long-term reality. Market sentiment fluctuates frequently, asset prices fluctuate up and down, and narratives are constantly created and overturned. More and more people are beginning to realize that what is truly scarce is not short-term high returns, but "certainty" that can exist stably in the long run.
Coinsidings chose a different path from mood swing in this era. It does not attempt to predict the market or promise a skyrocketing future, but starts from a deeper structure to build a value system that does not rely on macro emotions or market expectations. This value does not come from betting on the future, but from a system that operates every day.
The real source of uncertainty is not risk, but emotion
Looking back at the past few years, whether it is the traditional Financial Marekt or the crypto market, the vast majority of fluctuations do not come from fundamental changes in fundamentals, but from the concentrated release of emotions. When expectations are constantly magnified, prices will deviate from their true value; and when emotions reverse, prices will also quickly fall back.
This market dominated by emotions has three obvious characteristics.
First, price precedes value. Asset prices often rise before the story ends and fall before the story breaks.
Second, the source of income is single. The income of most participants depends entirely on price changes, rather than real output or cash flow.
Third, the participation position is uncontrollable. It is difficult for ordinary users to enter at a low emotional point, but it is easy to chase at a high point.
Under such a structure, the market seems to be full of opportunities, but in fact it is highly unstable. Any macro signal, policy change, or emotional event may trigger violent fluctuations. This is not a problem with individual projects, but an inherent flaw of the "emotion-driven system".
As more and more people begin to realize this, a deeper question arises: Is there a way to participate that does not rely on emotions or timing, but rather obtains rewards through time itself?
What is true "structural certainty"?
If uncertainty comes from emotions, then certainty must come from structure.
The so-called "structural certainty" does not mean that there is no risk, but that the system itself has the ability to operate stably and continuously produce, even in the case of external environmental fluctuations, it can still operate according to established logic.
To determine whether a structure is deterministic, at least three conditions must be met.
First, it must be based on rigid demand, not narrative.
Rigid demand means that demand will not disappear due to emotional changes. It may undergo structural adjustments in different cycles, but it will not disappear.
Second, it must be verifiable, not imaginary.
Whether the source of value is clear, whether the data is transparent, and whether the behavior is traceable are the key to distinguishing the real system from the narrative system.
Third, its revenue must come from operations, not emotions.
Only when the benefits come from ongoing real behavior, will time become a friend of the participants, not an enemy.
Coinsidings has built its ecosystem around these three points. It does not attempt to create a financial world divorced from reality, but instead transforms one of the most stable and sustainable industries in the real world into a participatory, verifiable, and distributable on-chain system.
