2026-01-23 07:22:38

Davos Forum has been lively these days, with heavyweight figures from technology, finance, politics, and other sectors gathering to discuss the future direction of the global economy. Industry practitioners in the cryptocurrency field also have the opportunity to participate in this high-level dialogue and share their views on the development direction of Web3.

Regarding Meme coins, industry insiders have expressed a cautious attitude. Some experts pointed out that although Meme coins are very popular on social media, their intrinsic value lacks fundamental support, and investors need to be alert to the risks of excessive hype. This view has sparked quite a bit of discussion at the forum, with some agreeing and others believing that such labeling is too absolute.

However, rather than being bearish on Meme coins, the industry consensus is to return to rationality. Where are the real opportunities? The three core tracks focused on at the forum are worth paying attention to:

**First is the infrastructure construction at the practical application level.** From payments to data storage and cross-chain protocols, the improvement of these underlying technologies directly relates to the health of the entire ecosystem. These areas have attracted a large number of developers and capital investment.

**Second is the standardized development of on-chain finance.** The DeFi ecosystem is moving from wild growth to institutionalization, with lending, trading, asset management, and other functions gradually improving. The sound risk management mechanisms have attracted the attention of traditional financial institutions.

**Third is the integration of compliance and institutional-grade applications.** More and more traditional enterprises are exploring the practical value of blockchain technology, from supply chain traceability to asset digitization. This field is moving from concept to implementation.

Overall, the trend of maturity in the crypto market is becoming increasingly evident. Stories of quick profits are becoming harder to tell, but projects that build long-term value are beginning to gain recognition. The shift in investment logic reflects the industry’s rational return after experiencing reshuffling.

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ZenMiner

· 6h ago

Alright, alright, another year of Davos, and still talking about the future of Web3. Honestly, it's just about trying to make money. The Meme coin crowd definitely needs to calm down. I'll just say one thing: coins without applications will eventually collapse. Infrastructure definitely needs to be developed, but the question is, who is actually doing it seriously... everyone is just hyping concepts. DeFi right now? I think the risks outweigh the opportunities. Don't be blinded by regulations. Ha, the integration of regulatory agencies sounds impressive, but I’ll believe it when it actually materializes. It sounds good, but isn't it just a cycle shift? The trend has changed; I only care if it can be sustainable.

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WalletInspector

· 6h ago

Infrastructure and DeFi stories are indeed more compelling, but will traditional institutions really come? --- It's true that meme coins have been nailed down, but those who say we should return to rationality said the same thing in the last bull market haha --- I am optimistic about compliance integration; supply chain traceability and similar areas do have real demand --- Sounds good, but when will institutional-grade applications truly be implemented? How many years have the concepts been hyped up --- It's hard to tell quick-profit stories anymore, which is fair, but who really wants to hold long-term? --- Davos folks are starting to seriously discuss Web3, it feels like the overall landscape is indeed changing --- Is the risk management mechanism sound? Aren't there still many black swan events in DeFi? Maybe a bit exaggerated --- Layer 1 protocols like cross-chain solutions are indeed bottlenecks, but the investment return cycle is also long, not everyone can wait --- Traditional companies exploring blockchain are mostly just experimenting; very few are truly willing to invest heavily --- Rationality returning is correct, but when has the market ever truly been rational?

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OneBlockAtATime

· 6h ago

Meme coins were dissed, but I still think some people will play with them. The key is not to go all in. DeFi normalization is indeed the trend; traditional institutions entering the market is real money. Talking about infrastructure construction again—I've been hearing this story for three years. When will it truly land? The bigwigs at Davos finally admit that Web3 is not a scam. The progress bar is finally moving forward. Regulatory integration sounds beautiful, but in practice, policies vary greatly across countries. How to integrate? It sounds nice, but isn't it just another cycle of re-cutting the leeks? After this round of reshuffling, the projects that survive are indeed fewer. Maybe this is actually a good thing.

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WalletDoomsDay

· 6h ago

Meme coins, honestly, are just a bunch of chaos, but those who are bearish still insist on defending them... I really don't get it. Infrastructure and DeFi are the real fundamentals. The discussions at Davos this time are fine, just a bit boring to listen to. Regulatory compliance is moving towards implementation, traditional finance is entering the scene, and it feels like the story is finally starting to look credible. The dream of getting rich overnight in the early days should be over... but some people are still betting on meme coins to turn things around. Cross-chain protocols definitely need a push; without good infrastructure, everything is pointless. So over the past few years, those who held on have made money, while chasing the hype has mostly cooled off... That’s the pattern, I guess. When institutions come in, the quality instantly improves, finally giving a sense of professionalism. DeFi has evolved from wild growth to institutionalization; this process was always meant to be like this, just some people can't adapt. The Davos forum ultimately keeps talking about the same thing: after the bubble bursts, real construction begins. Long-term value is the real chip; short-term speculation has run its course, and the market is finally starting to differentiate.

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