In my recent conversation with the Satoshi Club, we dove deep into the current state of the crypto market, the realities of liquidity, and the core thesis of my new book, Web4: The Age of Autonomous Intelligence. The crypto space is currently navigating a complex transitional phase, and I want to share the main takeaways from our discussion to help clarify where we are and where we are heading.
The Reality of the Market and the Liquidity Trap
First, let’s address the market. Many are eager to jump back in, but I advise patience. We are likely looking at a six-month horizon before we see significant green arrows, primarily waiting for macroeconomic catalysts like stimulus checks. Right now, the traditional stock market is being artificially pumped to sustain upcoming trillion-dollar IPOs. This is sucking up global liquidity.
Furthermore, we are seeing a massive rotation of capital out of crypto and into AI stocks, sports betting, and the upcoming World Cup. Because of this liquidity drain, it is a terrible time to gamble on meme coins. Why rush into a casino that doesn’t have enough chips to pay out? When I analyze the market, I don’t rely on far-fetched cycle theories; I look at Cumulative Volume Delta (CVD) to gauge the actual war between aggressive buyers and sellers. Right now, the data tells me to wait.
We also need to face a hard truth about the industry: we lack sustainable, real-world use cases. Too many venture capitalists demand quick, one-year returns, which is impossible to achieve when building genuine tech. Instead of innovating, many blockchain projects raise millions, convert it to Bitcoin, and do nothing. We need to focus on sustainable revenue, not wash-traded volumes that inflate market caps without generating real value.
The Vision for Web4: AI as the Brain, Blockchain as the Spine
This lack of true decentralization and utility in Web3 is exactly why I wrote Web4: The Age of Autonomous Intelligence. Web1 was read-only. Web2 was read-write but highly centralized. Web3 promised read-write-own, but it failed to achieve true decentralization. Web4 must be the era where we can read, write, own, and understand within a truly decentralized framework, powered by autonomous AI.
People ask how AI and blockchain actually converge. I like to use a biological analogy: AI is the brain, and blockchain is the spine. The brain can think and process complex data, but it needs the spine to validate, support, and execute those actions securely. To achieve this, we need robust interface, architecture, agent, and protocol layers.
We don’t need to look at far-fetched concepts to see this working. Look at healthcare. AI can act as the diagnostic layer, analyzing X-rays and bloodwork with incredible accuracy. Blockchain can act as the immutable storage layer, securing a patient’s medical data so it can be safely shared across different doctors without the risk of tampering. That is a simple, highly effective, and real-world application of Web4.
The Ethereum Conundrum and Market Movers
During the interview, we also touched on the struggles of Ethereum. Technologically, Ethereum is mature, but its price action and market sentiment are weak. Why? Because it lacks a strong commercial driver. Every major project needs a “salesman” to push the vision—CZ for Binance, Justin Sun for Tron. Vitalik Buterin is a brilliant technologist, but Ethereum needs a dedicated commercial leader to market it aggressively to enterprises and institutions.
We also discussed Michael Saylor’s recent sale of a small amount of Bitcoin. I don’t believe he is under financial pressure to sell, as he has options to delay dividends. Rather, it was a strategic test of the market’s sentiment and liquidity. However, if a severe recession hits in the next year or two, he may be forced to sell more.
Building for the Future
Ultimately, my goal with my new book, available on Amazon for just $1.99, is not to make a quick profit, but to get as many people as possible to read and understand the Web4 vision. We need to shift our mindset from short-term pump-and-dumps to long-term, sustainable building.
The future of our industry doesn’t lie in just being a ledger for digital money; it lies in integrating autonomous intelligence to create real, tangible value. The hype will fade, but the foundational technology we build today will define the next decade. Stay patient, stay educated, and let’s build the future together.
About Anndy Lian’s new book:
Web4: The Age of Autonomous Intelligence
by Anndy Lian
Discover the architectural blueprint for the next digital revolution: Where artificial intelligence meets true decentralization.
Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.
Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.
An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.
